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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
APC
251
Aspire Private Capital
North Carolina
$6K +$6.46K +247 New
CFGS
252
Concourse Financial Group Securities
Alabama
$5K -$392 -15 -6%
FCA
253
FinTrust Capital Advisors
South Carolina
$5K
LWM
254
Liberty Wealth Management
California
$4K +$4.26K +163 New
LC
255
Lindbrook Capital
California
$4K +$4.99K +191 New
PGWM
256
Parisi Gray Wealth Management
New Jersey
$3K
JA
257
JOYN Advisors
Georgia
$2K -$9.07K -347 -81%
SFG
258
SevenBridge Financial Group
Pennsylvania
$2K
LPWM
259
Lake Point Wealth Management
Texas
$2K +$1.83K +70 New
ER
260
Enlightenment Research
Florida
$2K +$2.61K +100 New
Schroder Investment Management Group
261
Schroder Investment Management Group
United Kingdom
$1.68K +$69.2K +2,647 +4%
AAMU
262
Amundi Asset Management US
Massachusetts
$1.2K -$1.19M -45,388 -49%
PNC Financial Services Group
263
PNC Financial Services Group
Pennsylvania
$1K -$5.33K -204 -83%
DOA
264
D'Orazio & Associates
Virginia
$1K
VFA
265
Valeo Financial Advisors
Indiana
$1K
FGC
266
Financial Gravity Companies
Texas
$1K +$706 +27 New
AIA
267
Alera Investment Advisors
Illinois
$1K +$1.05K +40 New
RCAG
268
Rehmann Capital Advisory Group
Michigan
$895
PAMU
269
Pictet Asset Management (UK)
United Kingdom
$294 +$308K +11,800 New
MPAM
270
Monarch Partners Asset Management
Massachusetts
-$11.6M -420,475 Closed
SCM
271
Stevens Capital Management
Pennsylvania
-$1.28M -46,698 Closed
GCP
272
GSA Capital Partners
United Kingdom
-$1.22M -44,431 Closed
Verition Fund Management
273
Verition Fund Management
Connecticut
-$1.11M -40,242 Closed
JMPWA
274
JP Morgan Private Wealth Advisors
California
-$818K -29,741 Closed
CSS
275
Cubist Systematic Strategies
Connecticut
-$688K -25,018 Closed

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.