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Stagwell

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.

New
Increased
Maintained
Reduced
Closed

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: 23 (+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: 139141 (+2)

1.73% less ownership

Funds ownership: 81.25%79.52% (-1.7%)

Holders
141
Holders Change
+2
Holders Change %
+1.44%
% of All Funds
2.06%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
25
Increased
53
Reduced
40
Closed
20
Calls
$349K
Puts
$187K
Net Calls
+$162K
Net Calls Change
+$115K
Name Holding Trade Value Shares
Change
Change in
Stake
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$134M +$13.6M +2,731,100 +16%
Goldman Sachs
2
Goldman Sachs
New York
$112M +$179 +36 +0%
MAP
3
Madison Avenue Partners
New York
$47.4M
BlackRock
4
BlackRock
New York
$42.7M +$2.84M +570,738 +10%
Vanguard Group
5
Vanguard Group
Pennsylvania
$35.7M +$4.16M +834,189 +18%
Schroder Investment Management Group
6
Schroder Investment Management Group
United Kingdom
$34.8M +$3.33M +667,166 +15%
AC
7
AltraVue Capital
Washington
$15.8M
Geode Capital Management
8
Geode Capital Management
Massachusetts
$13.7M +$801K +160,750 +8%
CAM
9
Cidel Asset Management
Ontario, Canada
$13.5M +$1.52M +304,956 +18%
Boston Partners
10
Boston Partners
Massachusetts
$12.8M +$9.57M +1,920,370 New
PCM
11
Penn Capital Management
Pennsylvania
$12.8M +$23.5K +4,723 +0.2%
State Street
12
State Street
Massachusetts
$11.8M +$249K +50,016 +3%
New York State Common Retirement Fund
13
New York State Common Retirement Fund
New York
$11.2M +$2.51K +503 +0%
CM
14
CastleKnight Management
New York
$9.73M +$5.77M +1,157,239 +373%
MPCL
15
My Personal CFO LLC
Washington
$8.84M +$4.03M +807,505 +154%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$8.43M +$483K +96,870 +8%
FPA
17
First Pacific Advisors
California
$6.47M
SCM
18
Stanley Capital Management
Texas
$6.3M
FP
19
Foundry Partners
Minnesota
$5.43M +$290K +58,218 +8%
Charles Schwab
20
Charles Schwab
California
$5.17M +$212K +42,490 +6%
Jacobs Levy Equity Management
21
Jacobs Levy Equity Management
New Jersey
$5.08M +$164K +32,823 +4%
Northern Trust
22
Northern Trust
Illinois
$5.01M -$161K -32,285 -4%
HighTower Advisors
23
HighTower Advisors
Illinois
$4.11M -$21.9K -4,400 -0.7%
Morgan Stanley
24
Morgan Stanley
New York
$4.06M +$2.27M +454,643 +287%
FTIS
25
First Trust Investment Solutions
Florida
$3.48M +$2.62M +525,000 New

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.