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Stagwell

128 hedge funds and large institutions have $638M invested in Stagwell in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 38 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

508% more call options, than puts

Call options by funds: $1.56M | Put options by funds: $256K

32% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 38

7% more capital invested

Capital invested by funds: $596M → $638M (+$41.7M)

1.31% more ownership

Funds ownership: 81.97%83.27% (+1.3%)

4% less funds holding

Funds holding: 133128 (-5)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

21% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 19

Holders
128
Holders Change
-5
Holders Change %
-3.76%
% of All Funds
1.85%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
15
Increased
50
Reduced
38
Closed
19
Calls
$1.56M
Puts
$256K
Net Calls
+$1.3M
Net Calls Change
-$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$135M -$2.23M -346,320 -2%
Goldman Sachs
2
Goldman Sachs
New York
$87.7M -$25.8M -3,997,362 -24%
MAP
3
Madison Avenue Partners
New York
$48.7M
BlackRock
4
BlackRock
New York
$46.7M +$3.11M +482,190 +8%
Vanguard Group
5
Vanguard Group
Pennsylvania
$38.9M -$888K -137,792 -2%
Schroder Investment Management Group
6
Schroder Investment Management Group
United Kingdom
$33.6M +$319K +49,551 +1%
AC
7
AltraVue Capital
Washington
$16M -$191K -29,690 -1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$15.7M +$842K +130,600 +6%
CAM
9
Cidel Asset Management
Ontario, Canada
$13.9M
State Street
10
State Street
Massachusetts
$13.5M +$802K +124,430 +7%
PCM
11
Penn Capital Management
Pennsylvania
$13.1M -$137K -21,210 -1%
Boston Partners
12
Boston Partners
Massachusetts
$11.9M -$531K -82,325 -5%
New York State Common Retirement Fund
13
New York State Common Retirement Fund
New York
$11.6M +$104K +16,154 +1%
HighTower Advisors
14
HighTower Advisors
Illinois
$10.9M +$6.11M +948,484 +147%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$10.3M +$819K +127,099 +9%
MPCL
16
My Personal CFO LLC
Washington
$9.2M -$267K -41,407 -3%
FPA
17
First Pacific Advisors
California
$6.78M +$116K +18,050 +2%
SCM
18
Stanley Capital Management
Texas
$6.48M
Charles Schwab
19
Charles Schwab
California
$5.71M +$249K +38,683 +5%
CM
20
CastleKnight Management
New York
$5.39M -$6.38M -990,225 -56%
Jacobs Levy Equity Management
21
Jacobs Levy Equity Management
New Jersey
$5.13M +$275K +42,642 +6%
Northern Trust
22
Northern Trust
Illinois
$5.01M -$134K -20,851 -3%
Morgan Stanley
23
Morgan Stanley
New York
$3.93M +$2.35M +363,837 +172%
HIM
24
Hillsdale Investment Management
Ontario, Canada
$3.88M +$3.67M +569,500 New
HCA
25
Harbor Capital Advisors
Illinois
$3.79M +$2.62M +406,031 +270%

STGW Hedge Fund Activity: Q2 2024 in Review

128 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Stagwell (STGW) for Q2 2024, worth a combined $638M — up 7% from $596M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of STGW and 15 opened new positions — a net loss of 4 holders — while 38 trimmed existing stakes and 50 added.

The largest buyer was HighTower Advisors, adding an estimated $6.11M. The largest seller was Goldman Sachs, cutting an estimated $25.8M.

  • 128 institutional investors held Stagwell (STGW) as of Q2 2024, down from 133 in Q1 2024.
  • Funds reported $638M of Stagwell stock for Q2 2024, up 7% quarter-over-quarter.
  • 15 funds opened new Stagwell positions in Q2 2024 and 19 closed out, a net change of -4 holders.
  • The largest Stagwell buyer in Q2 2024 was HighTower Advisors, an estimated $6.11M added.
  • The largest Stagwell seller in Q2 2024 was Goldman Sachs, an estimated $25.8M sold.

Based on aggregated 13F filings for Q2 2024.