Stagwell
STGW
133 hedge funds and large institutions have $596M invested in Stagwell in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 47 reducing their positions, and 21 closing their positions.
708% more call options, than puts
Call options by funds: $2.77M | Put options by funds: $343K
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
2.44% more ownership
Funds ownership: 79.52% → 81.97% (+2.4%)
0% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 47
6% less funds holding
Funds holding: 141 → 133 (-8)
6% less capital invested
Capital invested by funds: $636M → $596M (-$39.6M)
33% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.83M |
| 2 |
CM
CastleKnight Management
New York
|
+$1.96M |
| 3 |
HCM
Huber Capital Management
El Segundo,
California
|
+$1.42M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$1.34M |
| 5 |
1C
1060 Capital
Denver,
Colorado
|
+$1.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.51M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$2.34M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$1.06M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$967K |
| 5 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$707K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BTI
151
Blue Trust Inc
Alpharetta,
Georgia
| – | -$2K | -373 | Closed |
|
152
Osaic Holdings
Scottsdale,
Arizona
| – | -$921 | -139 | Closed |
|
|
C
153
Covestor
London,
United Kingdom
| – | -$6 | -1 | -8% |
|
154
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$6 | +1 | New |
|
STGW Hedge Fund Activity: Q1 2024 in Review
133 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Stagwell (STGW) for Q1 2024, worth a combined $596M — down 6.2% from $636M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of STGW and 14 opened new positions — a net loss of 7 holders — while 47 trimmed existing stakes and 47 added.
The largest buyer was Vanguard Group, adding an estimated $2.83M. The largest seller was Morgan Stanley, cutting an estimated $2.51M.
- 133 institutional investors held Stagwell (STGW) as of Q1 2024, down from 141 in Q4 2023.
- Funds reported $596M of Stagwell stock for Q1 2024, down 6.2% quarter-over-quarter.
- 14 funds opened new Stagwell positions in Q1 2024 and 21 closed out, a net change of -7 holders.
- The largest Stagwell buyer in Q1 2024 was Vanguard Group, an estimated $2.83M added.
- The largest Stagwell seller in Q1 2024 was Morgan Stanley, an estimated $2.51M sold.
Based on aggregated 13F filings for Q1 2024.