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Stagwell

96 hedge funds and large institutions have $886M invested in Stagwell in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

386% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 7

122% more capital invested

Capital invested by funds: $400M → $886M (+$486M)

39% more funds holding

Funds holding: 6996 (+27)

23.08% more ownership

Funds ownership: 67.21%90.28% (+23%)

16% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 25

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
96
Holders Change
+27
Holders Change %
+39.13%
% of All Funds
1.48%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
34
Increased
29
Reduced
25
Closed
7
Calls
$130K
Puts
Net Calls
+$130K
Net Calls Change
-$129K
Name Holding Trade Value Shares
Change
Change in
Stake
SG
1
Stagwell Group
Florida
$230M +$228M +26,502,414 New
Goldman Sachs
2
Goldman Sachs
New York
$182M +$180M +20,944,257 +166,701%
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$117M +$16.4M +1,909,383 +17%
MAP
4
Madison Avenue Partners
New York
$49.9M +$6.39M +742,961 +15%
BlackRock
5
BlackRock
New York
$36.6M +$6.12M +711,477 +20%
ICM
6
Indaba Capital Management
California
$32.3M -$29M -3,376,795 -48%
Morgan Stanley
7
Morgan Stanley
New York
$26.4M +$7.99M +929,309 +44%
Schroder Investment Management Group
8
Schroder Investment Management Group
United Kingdom
$26M -$4.16M -483,427 -14%
Vanguard Group
9
Vanguard Group
Pennsylvania
$24.4M -$44.5M -5,168,279 -65%
Select Equity Group
10
Select Equity Group
New York
$21.7M +$21.6M +2,507,784 New
CAM
11
Cidel Asset Management
Ontario, Canada
$16.1M +$16M +1,862,745 New
RCM
12
Redwood Capital Management
New York
$10.5M -$4.6M -534,867 -31%
Deutsche Bank
13
Deutsche Bank
Germany
$9.46M +$9.08M +1,055,297 +2,974%
SCM
14
Stanley Capital Management
Texas
$9.11M -$2.57M -299,277 -22%
State Street
15
State Street
Massachusetts
$9.07M +$802K +93,237 +10%
Allspring Global Investments
16
Allspring Global Investments
North Carolina
$9.01M +$8.94M +1,039,015 New
Geode Capital Management
17
Geode Capital Management
Massachusetts
$8.94M +$142K +16,525 +2%
HF
18
HRT Financial
New York
$6.54M +$6.49M +754,762 New
Federated Hermes
19
Federated Hermes
Pennsylvania
$6.06M +$6.01M +699,173 New
RCMC
20
RK Capital Management (Colorado)
Colorado
$5.94M +$5.89M +684,900 New
Northern Trust
21
Northern Trust
Illinois
$4.74M +$47.2K +5,490 +1%
Norges Bank
22
Norges Bank
Norway
$3.04M -$2.63M -305,800 -47%
Marshall Wace
23
Marshall Wace
United Kingdom
$2.87M +$2.84M +330,606 New
MHP
24
Manatuck Hill Partners
Connecticut
$2.84M -$1.37M -159,500 -33%
N
25
Nuveen
North Carolina
$2.27M -$170K -19,820 -7%

STGW Hedge Fund Activity: Q4 2021 in Review

96 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Stagwell (STGW) for Q4 2021, worth a combined $886M — up 122% from $400M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new STGW positions and 7 closed out — a net gain of 27 holders — while 29 added to existing stakes and 25 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $180M. The largest seller was Vanguard Group, cutting an estimated $44.5M.

  • 96 institutional investors held Stagwell (STGW) as of Q4 2021, up from 69 in Q3 2021.
  • Funds reported $886M of Stagwell stock for Q4 2021, up 122% quarter-over-quarter.
  • 34 funds opened new Stagwell positions in Q4 2021 and 7 closed out, a net change of +27 holders.
  • The largest Stagwell buyer in Q4 2021 was Goldman Sachs, an estimated $180M added.
  • The largest Stagwell seller in Q4 2021 was Vanguard Group, an estimated $44.5M sold.

Based on aggregated 13F filings for Q4 2021.