We are live on ! Find out more
STAG icon

STAG Industrial

491 hedge funds and large institutions have $5.44B invested in STAG Industrial in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 183 increasing their positions, 176 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more call options, than puts

Call options by funds: $8.3M | Put options by funds: $3.28M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

4% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 176

2% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 47

1% less funds holding

Funds holding: 497491 (-6)

2.26% less ownership

Funds ownership: 90%87.74% (-2.3%)

6% less capital invested

Capital invested by funds: $5.8B → $5.44B (-$355M)

Holders
491
Holders Change
-6
Holders Change %
-1.21%
% of All Funds
7.79%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
46
Increased
183
Reduced
176
Closed
47
Calls
$8.3M
Puts
$3.28M
Net Calls
+$5.01M
Net Calls Change
-$2.2M
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
226
M&T Bank
New York
$1.08M +$64.4K +1,774 +6%
DCM
227
Dean Capital Management
Kansas
$1.08M +$1.14M +31,310 New
CIA
228
Cascade Investment Advisors
Oregon
$1.07M -$6.97K -192 -0.6%
IMRF
229
Illinois Municipal Retirement Fund
Illinois
$996K
NFG
230
Norris Financial Group
South Carolina
$974K +$1.02M +28,222 New
ACA
231
Anchor Capital Advisors
Massachusetts
$967K -$131K -3,611 -11%
CIC
232
Cornercap Investment Counsel
Georgia
$930K +$6.21K +171 +0.6%
LHC
233
Little House Capital
Massachusetts
$921K +$59K +1,625 +6%
BPCE
234
Bank Pictet & Cie (Europe)
Germany
$904K -$23.6K -651 -2%
JMPWA
235
JP Morgan Private Wealth Advisors
California
$887K +$15K +413 +2%
AQR Capital Management
236
AQR Capital Management
Connecticut
$885K +$166K +4,580 +22%
PIWA
237
Prevail Innovative Wealth Advisors
Kansas
$880K +$925K +25,487 New
BG
238
Bahl & Gaynor
Ohio
$867K -$27.9K -768 -3%
JWM
239
Jeppson Wealth Management
California
$867K +$9.26K +255 +1%
VOYA Investment Management
240
VOYA Investment Management
Georgia
$864K -$18K -497 -2%
Brown Advisory
241
Brown Advisory
Maryland
$859K +$236K +6,496 +35%
FCM
242
FJ Capital Management
Virginia
$858K +$903K +24,873 New
CAN
243
Cetera Advisor Networks
California
$835K +$37.9K +1,044 +5%
PNC Financial Services Group
244
PNC Financial Services Group
Pennsylvania
$821K -$72.9K -2,008 -8%
IWC
245
Integrated Wealth Concepts
Massachusetts
$809K +$36.5K +1,005 +4%
IP
246
Ignite Planners
California
$798K +$849K +23,382 New
FNT
247
First National Trust
Pennsylvania
$786K
NAM
248
Nissay Asset Management
Japan
$767K +$34.1K +939 +4%
CS
249
Capital Square
Tennessee
$752K -$70.4K -1,940 -8%
X
250
Xponance
Pennsylvania
$742K -$10.8K -298 -1%

STAG Hedge Fund Activity: Q3 2023 in Review

491 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in STAG Industrial (STAG) for Q3 2023, worth a combined $5.44B — down 6.1% from $5.8B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of STAG and 46 opened new positions — a net loss of 1 holder — while 176 trimmed existing stakes and 183 added.

The largest buyer was Heitman Real Estate Securities, adding an estimated $46M. The largest seller was Paralel Advisors, exiting entirely with an estimated $50.2M sold.

  • 491 institutional investors held STAG Industrial (STAG) as of Q3 2023, down from 497 in Q2 2023.
  • Funds reported $5.44B of STAG Industrial stock for Q3 2023, down 6.1% quarter-over-quarter.
  • 46 funds opened new STAG Industrial positions in Q3 2023 and 47 closed out, a net change of -1 holder.
  • The largest STAG Industrial buyer in Q3 2023 was Heitman Real Estate Securities, an estimated $46M added.
  • The largest STAG Industrial seller in Q3 2023 was Paralel Advisors, an estimated $50.2M sold.

Based on aggregated 13F filings for Q3 2023.