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Stagwell
STGW

132 hedge funds and large institutions have $690M invested in Stagwell in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 58 increasing their positions, 35 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 35

0.67% more ownership

Funds ownership: 82.86% → 83.53% (+0.67%)

10% less funds holding

Funds holding: 146 → 132 (-14)

15% less capital invested

Capital invested by funds: $809M → $690M (-$119M)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

39% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 36

72% less call options, than puts

Call options by funds: $89K | Put options by funds: $314K

Holders
132
Holders Change
-14
Holders Change %
-9.59%
% of All Funds
2.07%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
22
Increased
58
Reduced
35
Closed
36
Calls
$89K
Puts
$314K
Net Calls
-$225K
Net Calls Change
-$82K

Top Buyers

Rank Fund Capital Flow
1
AC
AltraVue Capital
Washington
+$12.3M
2
BlackRock
BlackRock
New York
+$10.8M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$3.73M
4
Ameriprise
Ameriprise
Minnesota
+$3M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.94M

Top Sellers

Rank Fund Capital Flow
1
SG
Stagwell Group
Florida
-$92.9M
2
MC
MIG Capital
California
-$17.1M
3
Citadel Advisors
Citadel Advisors
Florida
-$10.5M
4
Millennium Management
Millennium Management
New York
-$4.04M
5
ICM
Irenic Capital Management
New York
-$3.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
ARC
151
Advisor Resource Council
Texas
– -$147K -22,714 Closed
BCM
152
Bayesian Capital Management
New York
– -$168K -22,653 Closed
HF
153
HRT Financial
New York
– -$164K -22,111 Closed
Verition Fund Management
154
Verition Fund Management
Connecticut
– -$159K -21,400 Closed
CMF
155
Counterpoint Mutual Funds
California
– -$113K -15,228 Closed
SG Americas Securities
156
SG Americas Securities
New York
– -$96K -12,906 Closed
PTC
157
Petrus Trust Company
Texas
– -$93.5K -12,595 Closed
PRC
158
Pearl River Capital
Michigan
– -$91.6K -12,343 Closed
GAM
159
Gotham Asset Management
New York
– -$81.2K -10,944 Closed
State of Wisconsin Investment Board
160
State of Wisconsin Investment Board
Wisconsin
– -$74.9K -10,088 Closed
Acadian Asset Management
161
Acadian Asset Management
Massachusetts
– -$55K -7,460 Closed
BAM
162
Belpointe Asset Management
Nevada
– -$2.97K -400 Closed
FHA
163
First Horizon Advisors
Tennessee
– -$764 -103 Closed
S
164
SignatureFD
Georgia
– -$171 -23 Closed
SC
165
Schubert & Co
Texas
– -$52 -7 Closed
AF
166
Advisornet Financial
Minnesota
– -$22 -3 Closed
TWA
167
TCI Wealth Advisors
Arizona
– -$8 -1 Closed
3 4 5 6
7

STGW Hedge Fund Activity: Q2 2023 in Review

132 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Stagwell (STGW) for Q2 2023, worth a combined $690M — down 15% from $809M a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of STGW and 22 opened new positions — a net loss of 14 holders — while 35 trimmed existing stakes and 58 added.

The largest buyer was AltraVue Capital, opening a new position worth an estimated $12.3M. The largest seller was Stagwell Group, cutting an estimated $92.9M.

  • 132 institutional investors held Stagwell (STGW) as of Q2 2023, down from 146 in Q1 2023.
  • Funds reported $690M of Stagwell stock for Q2 2023, down 15% quarter-over-quarter.
  • 22 funds opened new Stagwell positions in Q2 2023 and 36 closed out, a net change of -14 holders.
  • The largest Stagwell buyer in Q2 2023 was AltraVue Capital, an estimated $12.3M added.
  • The largest Stagwell seller in Q2 2023 was Stagwell Group, an estimated $92.9M sold.

Based on aggregated 13F filings for Q2 2023.