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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
CB
251
Commerce Bank
Missouri
$737K -$53.8K -1,481 -6%
IIM
252
Ipswich Investment Management
Massachusetts
$721K +$10.9K +300 +1%
KFS
253
Kaizen Financial Strategies
California
$703K +$23.4K +646 +3%
Twin Tree Management
254
Twin Tree Management
Texas
$697K +$733K +20,189 New
CCIA
255
Campbell & Co Investment Adviser
Maryland
$697K -$233K -6,413 -24%
FHB
256
First Hawaiian Bank
Hawaii
$695K -$145 -4 -0%
Public Employees Retirement Association of Colorado
257
Public Employees Retirement Association of Colorado
Colorado
$692K -$91.6K -2,523 -11%
PFO
258
Pathstone Family Office
New Jersey
$689K +$112K +3,085 +18%
Toronto Dominion Bank
259
Toronto Dominion Bank
Ontario, Canada
$679K +$8.82K +243 +1%
NSEDCP
260
NJ State Employees Deferred Compensation Plan
New Jersey
$652K
KeyBank National Association
261
KeyBank National Association
Ohio
$648K +$3.63K +100 +0.5%
SFP
262
Shepherd Financial Partners
Massachusetts
$636K +$59.3K +1,635 +10%
Truist Financial
263
Truist Financial
North Carolina
$631K -$40K -1,101 -6%
DP
264
Dearborn Partners
Illinois
$614K +$9.69K +267 +2%
Fidelity Investments
265
Fidelity Investments
Massachusetts
$601K +$33.3K +918 +6%
AWM
266
Apollon Wealth Management
South Carolina
$587K +$1.67K +46 +0.3%
CAS
267
Coppell Advisory Solutions
Texas
$567K +$26K +715 +4%
Envestnet Portfolio Solutions
268
Envestnet Portfolio Solutions
Illinois
$544K +$572K +15,766 New
AIM
269
Aigen Investment Management
New York
$542K +$570K +15,718 New
SAM
270
Securian Asset Management
Minnesota
$525K -$27.7K -762 -5%
HEIP
271
Hudson Edge Investment Partners
New Jersey
$515K -$726 -20 -0.1%
SF
272
Synovus Financial
Georgia
$512K +$45.5K +1,253 +9%
CAPTRUST Financial Advisors
273
CAPTRUST Financial Advisors
North Carolina
$502K +$228K +6,295 +76%
LP
274
LMR Partners
United Kingdom
$499K
CAM
275
Cubic Asset Management
Massachusetts
$491K -$6.35K -175 -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.