Stagwell
STGW
141 hedge funds and large institutions have $636M invested in Stagwell in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 40 reducing their positions, and 20 closing their positions.
87% more call options, than puts
Call options by funds: $349K | Put options by funds: $187K
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
43% more capital invested
Capital invested by funds: $444M → $636M (+$192M)
33% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 40
25% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 20
1% more funds holding
Funds holding: 139 → 141 (+2)
1.73% less ownership
Funds ownership: 81.25% → 79.52% (-1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$13.6M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$9.57M |
| 3 |
CM
CastleKnight Management
New York
|
+$5.77M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$4.16M |
| 5 |
MPCL
My Personal CFO LLC
Vancouver,
Washington
|
+$4.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
-$24.7M |
| 2 |
RCMC
RK Capital Management (Colorado)
Denver,
Colorado
|
-$8M |
| 3 |
CEI
Clark Estates Inc
New York
|
-$2.25M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.52M |
| 5 |
Bank of New York Mellon
New York
|
-$1.12M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CC
151
Corton Capital
Carrying Place,
Ontario, Canada
| – | -$173K | -36,965 | Closed |
|
|
DFCM
152
Dark Forest Capital Management
San Juan,
Puerto Rico
| – | -$142K | -30,303 | Closed |
|
|
OR
153
Olympiad Research
Stamford,
Connecticut
| – | -$123K | -26,234 | Closed |
|
|
PCM
154
Prelude Capital Management
New York
| – | -$123K | -26,234 | Closed |
|
|
CIP
155
Cornerstone Investment Partners
Atlanta,
Georgia
| – | -$97.3K | -20,744 | Closed |
|
|
ECM
156
ExodusPoint Capital Management
New York
| – | -$84K | -17,992 | Closed |
|
|
YIH
157
Y-Intercept (HK)
Hong Kong
| – | -$65.5K | -13,962 | Closed |
|
|
LCM
158
Laurion Capital Management
New York
| – | -$58.6K | -12,487 | Closed |
|
159
New York State Teachers Retirement System (NYSTRS)
Albany,
New York
| – | -$45K | -9,611 | Closed |
|
|
SOW
160
State of Wyoming
Cheyenne,
Wyoming
| – | -$23K | -4,913 | Closed |
|
161
Nisa Investment Advisors
St. Louis,
Missouri
| – | -$94 | -20 | Closed |
|
STGW Hedge Fund Activity: Q4 2023 in Review
141 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Stagwell (STGW) for Q4 2023, worth a combined $636M — up 43% from $444M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new STGW positions and 20 closed out — a net gain of 5 holders — while 53 added to existing stakes and 40 trimmed.
The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $13.6M. The largest seller was Select Equity Group, exiting entirely with an estimated $24.7M sold.
- 141 institutional investors held Stagwell (STGW) as of Q4 2023, up from 139 in Q3 2023.
- Funds reported $636M of Stagwell stock for Q4 2023, up 43% quarter-over-quarter.
- 25 funds opened new Stagwell positions in Q4 2023 and 20 closed out, a net change of +5 holders.
- The largest Stagwell buyer in Q4 2023 was Hotchkis & Wiley Capital Management, an estimated $13.6M added.
- The largest Stagwell seller in Q4 2023 was Select Equity Group, an estimated $24.7M sold.
Based on aggregated 13F filings for Q4 2023.