Stagwell
STGW
143 hedge funds and large institutions have $490M invested in Stagwell in 2017 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 50 increasing their positions, 37 reducing their positions, and 15 closing their positions.
100% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 15
35% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 37
12% more funds holding
Funds holding: 128 → 143 (+15)
2.65% more ownership
Funds ownership: 83.47% → 86.13% (+2.7%)
9% less capital invested
Capital invested by funds: $536M → $490M (-$45.9M)
75% less funds holding in top 10
Funds holding in top 10: 4 → 1 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Russell Investments Group
London,
United Kingdom
|
+$15.8M |
| 2 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
+$13.5M |
| 3 |
JP Morgan Chase
New York
|
+$7.71M |
| 4 |
CEP
Chicago Equity Partners
Chicago,
Illinois
|
+$5.36M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$3.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Sentinel Asset Management
Montpelier,
Vermont
|
-$13.6M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$9.52M |
| 3 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
-$6.91M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$3.11M |
| 5 |
FCG
FrontFour Capital Group
Greenwich,
Connecticut
|
-$2.75M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Stifel Financial
St. Louis,
Missouri
| – | -$140K | -12,770 | Closed |
|
152
Fiera Capital (Canada)
Montreal,
Quebec, Canada
| – | -$138K | -12,512 | Closed |
|
|
SIP
153
Stoneridge Investment Partners
Radnor,
Pennsylvania
| – | -$136K | -12,325 | Closed |
|
|
AA
154
AlphaMark Advisors
Ft. Wright,
Kentucky
| – | -$35K | -3,150 | Closed |
|
|
MA
155
MUFG Americas
New York
| – | -$14K | -1,240 | Closed |
|
|
LWA
156
Lenox Wealth Advisors
New York
| – | -$3K | -241 | Closed |
|
157
AssetMark Inc
Concord,
California
| – | -$1.44K | -131 | -76% |
|
|
CCMW
158
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| – | +$329 | +30 | New |
|
STGW Hedge Fund Activity: Q4 2017 in Review
143 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Stagwell (STGW) for Q4 2017, worth a combined $490M — down 8.6% from $536M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new STGW positions and 15 closed out — a net gain of 15 holders — while 50 added to existing stakes and 37 trimmed.
The largest buyer was Russell Investments Group, adding an estimated $15.8M. The largest seller was Sentinel Asset Management, exiting entirely with an estimated $13.6M sold.
- 143 institutional investors held Stagwell (STGW) as of Q4 2017, up from 128 in Q3 2017.
- Funds reported $490M of Stagwell stock for Q4 2017, down 8.6% quarter-over-quarter.
- 30 funds opened new Stagwell positions in Q4 2017 and 15 closed out, a net change of +15 holders.
- The largest Stagwell buyer in Q4 2017 was Russell Investments Group, an estimated $15.8M added.
- The largest Stagwell seller in Q4 2017 was Sentinel Asset Management, an estimated $13.6M sold.
Based on aggregated 13F filings for Q4 2017.