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STAG Industrial

326 hedge funds and large institutions have $3.99B invested in STAG Industrial in 2019 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 134 increasing their positions, 76 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 76

57% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 35

8% more capital invested

Capital invested by funds: $3.7B → $3.99B (+$291M)

6% more funds holding

Funds holding: 309326 (+17)

0.79% more ownership

Funds ownership: 94.33%95.12% (+0.79%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

40% less call options, than puts

Call options by funds: $1.45M | Put options by funds: $2.4M

Holders
326
Holders Change
+17
Holders Change %
+5.5%
% of All Funds
6.42%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
55
Increased
134
Reduced
76
Closed
35
Calls
$1.45M
Puts
$2.4M
Net Calls
-$950K
Net Calls Change
-$640K
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
251
Bessemer Group
New Jersey
$126K
PAM
252
Paradigm Asset Management
New York
$103K +$4.6K +150 +5%
QI
253
QS Investors
New York
$100K
LJHT
254
Laurie J. Hall Trustee
$87K -$46K -1,500 -35%
PAM
255
Panagora Asset Management
Massachusetts
$82K +$61.9K +2,020 +349%
FBT
256
First Bank & Trust
South Dakota
$69K +$52.3K +1,707 +366%
CFA
257
Carroll Financial Associates
North Carolina
$63K -$42K -1,369 -41%
BWP
258
Baldwin Wealth Partners
Massachusetts
$63K
SIM
259
Sonora Investment Management
Arizona
$63K
ASN
260
Advisory Services Network
Georgia
$59K +$2.73K +89 +5%
JCM
261
Jacobi Capital Management
Pennsylvania
$58K
PCG
262
Private Capital Group
Connecticut
$54K -$42.2K -1,378 -44%
AssetMark Inc
263
AssetMark Inc
California
$51K
RG
264
Retirement Group
California
$49K +$47.8K +1,558 New
1IA
265
1834 Investment Advisors
Wisconsin
$47K
SA
266
SRH Advisors
Kansas
$47K
LM
267
Legg Mason
Maryland
$44K
QCG
268
Quadrant Capital Group
Ohio
$44K +$5.18K +169 +13%
APA
269
American Portfolios Advisors
New York
$43.2K -$3.06K -100 -7%
CWM
270
Cedar Wealth Management
California
$41K
Chevy Chase Trust
271
Chevy Chase Trust
Maryland
$37K +$35.9K +1,172 New
BRC
272
Bell Rock Capital
Delaware
$35K
EW
273
Evoke Wealth
California
$34.6K
Fidelity Investments
274
Fidelity Investments
Massachusetts
$34K -$14.5K -473 -30%
PFGIA
275
Patriot Financial Group Insurance Agency
Massachusetts
$32K

STAG Hedge Fund Activity: Q4 2019 in Review

326 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in STAG Industrial (STAG) for Q4 2019, worth a combined $3.99B — up 7.9% from $3.7B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new STAG positions and 35 closed out — a net gain of 20 holders — while 134 added to existing stakes and 76 trimmed.

The largest buyer was BlackRock, adding an estimated $50.6M. The largest seller was Zimmer Partners, exiting entirely with an estimated $44.2M sold.

  • 326 institutional investors held STAG Industrial (STAG) as of Q4 2019, up from 309 in Q3 2019.
  • Funds reported $3.99B of STAG Industrial stock for Q4 2019, up 7.9% quarter-over-quarter.
  • 55 funds opened new STAG Industrial positions in Q4 2019 and 35 closed out, a net change of +20 holders.
  • The largest STAG Industrial buyer in Q4 2019 was BlackRock, an estimated $50.6M added.
  • The largest STAG Industrial seller in Q4 2019 was Zimmer Partners, an estimated $44.2M sold.

Based on aggregated 13F filings for Q4 2019.