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STAG Industrial

515 hedge funds and large institutions have $6.39B invested in STAG Industrial in 2023 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 189 increasing their positions, 171 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

458% more call options, than puts

Call options by funds: $10M | Put options by funds: $1.8M

68% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 44

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

17% more capital invested

Capital invested by funds: $5.44B → $6.39B (+$947M)

11% more repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 171

5% more funds holding

Funds holding: 491515 (+24)

1.84% more ownership

Funds ownership: 87.74%89.58% (+1.8%)

Holders
515
Holders Change
+24
Holders Change %
+4.89%
% of All Funds
7.51%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
74
Increased
189
Reduced
171
Closed
44
Calls
$10M
Puts
$1.8M
Net Calls
+$8.23M
Net Calls Change
+$3.21M
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
251
VCI Wealth Management
Missouri
$830K +$750K +21,130 New
CB
252
Commerce Bank
Missouri
$826K -$11.2K -316 -1%
IWC
253
Integrated Wealth Concepts
Massachusetts
$800K -$108K -3,043 -13%
Susquehanna International Group
254
Susquehanna International Group
Pennsylvania
$799K -$1.89M -53,123 -72%
LAM
255
LECAP Asset Management
United Kingdom
$798K +$722K +20,327 New
Public Employees Retirement Association of Colorado
256
Public Employees Retirement Association of Colorado
Colorado
$787K
FHB
257
First Hawaiian Bank
Hawaii
$786K -$4.01K -113 -0.6%
CAPTRUST Financial Advisors
258
CAPTRUST Financial Advisors
North Carolina
$785K +$194K +5,468 +38%
PPW
259
Pasadena Private Wealth
California
$763K +$690K +19,445 New
1IA
260
1834 Investment Advisors
Wisconsin
$743K -$821K -23,126 -55%
NSEDCP
261
NJ State Employees Deferred Compensation Plan
New Jersey
$742K
SFP
262
Shepherd Financial Partners
Massachusetts
$738K +$12.6K +356 +2%
KeyBank National Association
263
KeyBank National Association
Ohio
$720K -$15.4K -434 -2%
KFS
264
Kaizen Financial Strategies
California
$711K -$80.6K -2,271 -11%
SF
265
Synovus Financial
Georgia
$706K +$112K +3,143 +21%
CAS
266
Coppell Advisory Solutions
Texas
$705K +$14.3K +402 +2%
AWM
267
Apollon Wealth Management
South Carolina
$698K +$26.9K +758 +4%
DP
268
Dearborn Partners
Illinois
$693K -$4.4K -124 -0.7%
PFA
269
Pathway Financial Advisers
Indiana
$692K +$133K +3,748 +27%
Toronto Dominion Bank
270
Toronto Dominion Bank
Ontario, Canada
$679K -$84.4K -2,377 -12%
MNBTD
271
Moody National Bank Trust Division
Texas
$639K +$108K +3,046 +23%
Truist Financial
272
Truist Financial
North Carolina
$635K -$75.5K -2,126 -12%
VPIM
273
Vanguard Personalized Indexing Management
California
$620K +$256K +7,213 +84%
ASN
274
Advisory Services Network
Georgia
$613K +$51.3K +1,446 +10%
Envestnet Portfolio Solutions
275
Envestnet Portfolio Solutions
Illinois
$602K -$15.6K -440 -3%

STAG Hedge Fund Activity: Q4 2023 in Review

515 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in STAG Industrial (STAG) for Q4 2023, worth a combined $6.39B — up 17% from $5.44B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new STAG positions and 44 closed out — a net gain of 30 holders — while 189 added to existing stakes and 171 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $100M. The largest seller was DePrince Race & Zollo Inc (DRZ), exiting entirely with an estimated $39.8M sold.

  • 515 institutional investors held STAG Industrial (STAG) as of Q4 2023, up from 491 in Q3 2023.
  • Funds reported $6.39B of STAG Industrial stock for Q4 2023, up 17% quarter-over-quarter.
  • 74 funds opened new STAG Industrial positions in Q4 2023 and 44 closed out, a net change of +30 holders.
  • The largest STAG Industrial buyer in Q4 2023 was Deutsche Bank, an estimated $100M added.
  • The largest STAG Industrial seller in Q4 2023 was DePrince Race & Zollo Inc (DRZ), an estimated $39.8M sold.

Based on aggregated 13F filings for Q4 2023.