Stagwell
STGW
146 hedge funds and large institutions have $809M invested in Stagwell in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 49 increasing their positions, 30 reducing their positions, and 13 closing their positions.
285% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 13
63% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 30
34% more funds holding
Funds holding: 109 → 146 (+37)
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
18% more capital invested
Capital invested by funds: $683M → $809M (+$126M)
1.04% less ownership
Funds ownership: 83.9% → 82.86% (-1%)
39% less call options, than puts
Call options by funds: $225K | Put options by funds: $368K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$22.3M |
| 2 |
MC
MIG Capital
Newport Beach,
California
|
+$16.1M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$11M |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$10.5M |
| 5 |
PCM
Penn Capital Management
Philadelphia,
Pennsylvania
|
+$10.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG
Stagwell Group
Miami Beach,
Florida
|
-$86M |
| 2 |
Goldman Sachs
New York
|
-$28.7M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$7.26M |
| 4 |
MPCL
My Personal CFO LLC
Vancouver,
Washington
|
-$6.48M |
| 5 |
Morgan Stanley
New York
|
-$6.28M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SOW
151
State of Wyoming
Cheyenne,
Wyoming
| – | -$23.4K | -3,762 | Closed |
|
|
QL
152
Quarry LP
New York
| – | -$13.1K | -2,107 | Closed |
|
153
Optiver Holding
Amsterdam,
Netherlands
| – | -$11K | -1,825 | Closed |
|
|
IA
154
IFP Advisors
Tampa,
Florida
| – | -$10K | -726 | Closed |
|
|
PMEF
155
Point72 Middle East FZE
Dubai,
United Arab Emirates
| – | -$4.22K | -680 | Closed |
|
|
NA
156
NewEdge Advisors
New Orleans,
Louisiana
| – | -$3.88K | -625 | Closed |
|
|
C
157
Covestor
London,
United Kingdom
| – | -$615 | -88 | -85% |
|
|
SFG
158
Steward Financial Group
Colleyville,
Texas
| – | +$49 | +7 | New |
|
STGW Hedge Fund Activity: Q1 2023 in Review
146 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Stagwell (STGW) for Q1 2023, worth a combined $809M — up 18% from $683M a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new STGW positions and 13 closed out — a net gain of 37 holders — while 49 added to existing stakes and 30 trimmed.
The largest buyer was Schroder Investment Management Group, adding an estimated $22.3M. The largest seller was Stagwell Group, cutting an estimated $86M.
- 146 institutional investors held Stagwell (STGW) as of Q1 2023, up from 109 in Q4 2022.
- Funds reported $809M of Stagwell stock for Q1 2023, up 18% quarter-over-quarter.
- 50 funds opened new Stagwell positions in Q1 2023 and 13 closed out, a net change of +37 holders.
- The largest Stagwell buyer in Q1 2023 was Schroder Investment Management Group, an estimated $22.3M added.
- The largest Stagwell seller in Q1 2023 was Stagwell Group, an estimated $86M sold.
Based on aggregated 13F filings for Q1 2023.