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Stagwell

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.

New
Increased
Maintained
Reduced
Closed

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: 35 (+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: 141133 (-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

Holders
133
Holders Change
-8
Holders Change %
-5.67%
% of All Funds
1.92%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
14
Increased
47
Reduced
47
Closed
21
Calls
$2.77M
Puts
$343K
Net Calls
+$2.43M
Net Calls Change
+$2.27M
Name Holding Trade Value Shares
Change
Change in
Stake
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$125M -$707K -113,010 -0.6%
Goldman Sachs
2
Goldman Sachs
New York
$105M +$6 +1 +0%
MAP
3
Madison Avenue Partners
New York
$44.5M
BlackRock
4
BlackRock
New York
$39.5M -$553K -88,286 -1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$36.3M +$2.83M +452,874 +8%
Schroder Investment Management Group
6
Schroder Investment Management Group
United Kingdom
$30.3M -$2.34M -373,147 -7%
AC
7
AltraVue Capital
Washington
$14.8M
Geode Capital Management
8
Geode Capital Management
Massachusetts
$13.5M +$634K +101,366 +5%
CAM
9
Cidel Asset Management
Ontario, Canada
$12.7M
PCM
10
Penn Capital Management
Pennsylvania
$12.1M +$42.9K +6,856 +0.4%
State Street
11
State Street
Massachusetts
$11.6M +$511K +81,651 +5%
Boston Partners
12
Boston Partners
Massachusetts
$11.2M -$681K -108,869 -6%
CM
13
CastleKnight Management
New York
$11.1M +$1.96M +312,631 +21%
New York State Common Retirement Fund
14
New York State Common Retirement Fund
New York
$10.5M -$40.9K -6,530 -0.4%
MPCL
15
My Personal CFO LLC
Washington
$8.65M +$359K +57,407 +4%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$8.64M +$738K +117,837 +9%
FPA
17
First Pacific Advisors
California
$6.07M
SCM
18
Stanley Capital Management
Texas
$5.91M
FP
19
Foundry Partners
Minnesota
$5.67M +$577K +92,154 +11%
Charles Schwab
20
Charles Schwab
California
$4.96M +$119K +19,072 +2%
Northern Trust
21
Northern Trust
Illinois
$4.7M +$7.12K +1,138 +0.2%
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$4.41M -$356K -56,916 -7%
HighTower Advisors
23
HighTower Advisors
Illinois
$4.01M +$153K +24,503 +4%
National Bank of Canada
24
National Bank of Canada
Quebec, Canada
$3.65M +$61.2K +9,775 +2%
FTIS
25
First Trust Investment Solutions
Florida
$3.05M -$219K -35,000 -7%

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.