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STAG Industrial

265 hedge funds and large institutions have $2.41B invested in STAG Industrial in 2018 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 86 increasing their positions, 93 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $1.39M | Put options by funds: $1.15M

0.71% more ownership

Funds ownership: 88.44%89.15% (+0.71%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 35

5% less capital invested

Capital invested by funds: $2.54B → $2.41B (-$126M)

8% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 93

1% less funds holding

Funds holding: 269265 (-4)

Holders
265
Holders Change
-4
Holders Change %
-1.49%
% of All Funds
5.9%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
34
Increased
86
Reduced
93
Closed
35
Calls
$1.39M
Puts
$1.15M
Net Calls
+$239K
Net Calls Change
+$433K
Name Holding Trade Value Shares
Change
Change in
Stake
THWM
226
Taylor Hoffman Wealth Management
Virginia
$25K
IDBONY
227
Israel Discount Bank of New York
New York
$24K
IA
228
IFP Advisors
Florida
$24K +$5.04K +193 +25%
BWM
229
BerganKDV Wealth Management
Minnesota
$22K
RIA
230
RPG Investment Advisory
California
$22K
SIS
231
Sound Income Strategies
Florida
$21K
FWM
232
Focused Wealth Management
New York
$20K +$52 +2 +0.2%
PRC
233
Pearl River Capital
Michigan
$20K +$20.9K +800 New
GEA
234
Glen Eagle Advisors
New Jersey
$18.7K
SWA
235
Sutton Wealth Advisors
Florida
$18.2K
CFD
236
Creative Financial Designs
Indiana
$18K -$3.06K -117 -14%
YWP
237
YorkBridge Wealth Partners
New York
$17K -$7.4K -283 -29%
RBC
238
Roble Belko & Company
Pennsylvania
$16K
SFA
239
Semmax Financial Advisors
North Carolina
$16K
AF
240
Allworth Financial
California
$12K
TWA
241
TCI Wealth Advisors
Arizona
$12K
MFW
242
Mosaic Family Wealth
Missouri
$10K
CFA
243
Clarfeld Financial Advisors
New York
$10K +$10.1K +385 New
CTC
244
Central Trust Company
Missouri
$9K -$1.31K -50 -12%
GWM
245
Geneos Wealth Management
Colorado
$9K
FMII
246
Farmers & Merchants Investments Inc
Nebraska
$8K
Rockefeller Capital Management
247
Rockefeller Capital Management
New York
$7K
IFAM
248
Institutional & Family Asset Management
Colorado
$7K +$2.77K +106 +61%
GWMIA
249
Global Wealth Management Investment Advisory
Florida
$7K +$7.87K +301 New
BWM
250
Baystate Wealth Management
Massachusetts
$6K

STAG Hedge Fund Activity: Q4 2018 in Review

265 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in STAG Industrial (STAG) for Q4 2018, worth a combined $2.41B — down 5% from $2.54B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of STAG and 34 opened new positions — a net loss of 1 holder — while 93 trimmed existing stakes and 86 added.

The largest buyer was Invesco, adding an estimated $88.7M. The largest seller was Nuveen, cutting an estimated $18.5M.

  • 265 institutional investors held STAG Industrial (STAG) as of Q4 2018, down from 269 in Q3 2018.
  • Funds reported $2.41B of STAG Industrial stock for Q4 2018, down 5% quarter-over-quarter.
  • 34 funds opened new STAG Industrial positions in Q4 2018 and 35 closed out, a net change of -1 holder.
  • The largest STAG Industrial buyer in Q4 2018 was Invesco, an estimated $88.7M added.
  • The largest STAG Industrial seller in Q4 2018 was Nuveen, an estimated $18.5M sold.

Based on aggregated 13F filings for Q4 2018.