We are live on ! Find out more
STAG icon

STAG Industrial

443 hedge funds and large institutions have $4.94B invested in STAG Industrial in 2022 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 160 increasing their positions, 147 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 31

78% more call options, than puts

Call options by funds: $6.57M | Put options by funds: $3.7M

10% more funds holding

Funds holding: 403443 (+40)

9% more capital invested

Capital invested by funds: $4.52B → $4.94B (+$420M)

9% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 147

2.08% less ownership

Funds ownership: 88.65%86.57% (-2.1%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
443
Holders Change
+40
Holders Change %
+9.93%
% of All Funds
7.12%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
79
Increased
160
Reduced
147
Closed
31
Calls
$6.57M
Puts
$3.7M
Net Calls
+$2.87M
Net Calls Change
+$3.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SFP
251
Shepherd Financial Partners
Massachusetts
$517K +$26.2K +838 +6%
ASN
252
Advisory Services Network
Georgia
$503K +$237K +7,565 +94%
BCM
253
BTC Capital Management
Iowa
$500K
AIP
254
Ameritas Investment Partners
Nebraska
$497K -$595 -19 -0.1%
MCM
255
Monument Capital Management
Virginia
$486K -$4.92K -157 -1%
Truist Financial
256
Truist Financial
North Carolina
$472K -$107K -3,407 -19%
Lazard Asset Management
257
Lazard Asset Management
New York
$463K +$449K +14,331 New
HighTower Advisors
258
HighTower Advisors
Illinois
$462K -$21.1K -673 -5%
BG
259
Bahl & Gaynor
Ohio
$453K +$26.4K +844 +6%
IB
260
Intrust Bank
Kansas
$450K +$119K +3,800 +38%
IF
261
Insight Folios
North Carolina
$442K -$10.3K -330 -2%
AA
262
ALPS Advisors
Colorado
$440K -$85.9K -2,744 -17%
MOS
263
MGO One Seven
Ohio
$425K +$4.04K +129 +1%
LF
264
Lee Financial
Texas
$421K +$1.41K +45 +0.3%
Cetera Investment Advisers
265
Cetera Investment Advisers
Illinois
$418K +$61.6K +1,967 +18%
VI
266
Versor Investments
New York
$417K +$405K +12,917 New
IAN
267
Integrated Advisors Network
Texas
$408K -$59.8K -1,908 -13%
P
268
Pitcairn
Pennsylvania
$403K +$6.01K +192 +2%
IAM
269
Innovis Asset Management
Illinois
$394K +$382K +12,194 New
T
270
TNF
Montana
$387K
Mackenzie Financial
271
Mackenzie Financial
Ontario, Canada
$383K -$41K -1,309 -10%
NYLIM
272
New York Life Investment Management
New York
$381K +$33.6K +1,073 +10%
Principal Financial Group
273
Principal Financial Group
Iowa
$379K -$217K -6,928 -37%
RIA
274
Realta Investment Advisors
Delaware
$375K +$21.3K +681 +6%
LMIM
275
Lockheed Martin Investment Management
Maryland
$371K +$37.6K +1,200 +12%

STAG Hedge Fund Activity: Q4 2022 in Review

443 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in STAG Industrial (STAG) for Q4 2022, worth a combined $4.94B — up 9.3% from $4.52B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new STAG positions and 31 closed out — a net gain of 48 holders — while 160 added to existing stakes and 147 trimmed.

The largest buyer was Vaughan Nelson Investment Management, opening a new position worth an estimated $38.2M. The largest seller was Zimmer Partners, exiting entirely with an estimated $128M sold.

  • 443 institutional investors held STAG Industrial (STAG) as of Q4 2022, up from 403 in Q3 2022.
  • Funds reported $4.94B of STAG Industrial stock for Q4 2022, up 9.3% quarter-over-quarter.
  • 79 funds opened new STAG Industrial positions in Q4 2022 and 31 closed out, a net change of +48 holders.
  • The largest STAG Industrial buyer in Q4 2022 was Vaughan Nelson Investment Management, an estimated $38.2M added.
  • The largest STAG Industrial seller in Q4 2022 was Zimmer Partners, an estimated $128M sold.

Based on aggregated 13F filings for Q4 2022.