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STAG Industrial

522 hedge funds and large institutions have $5.76B invested in STAG Industrial in 2024 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 171 increasing their positions, 198 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

116% more call options, than puts

Call options by funds: $5.07M | Put options by funds: $2.35M

59% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 44

4% more funds holding

Funds holding: 504522 (+18)

1.67% less ownership

Funds ownership: 89.32%87.66% (-1.7%)

8% less capital invested

Capital invested by funds: $6.24B → $5.76B (-$483M)

14% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 198

Holders
522
Holders Change
+18
Holders Change %
+3.57%
% of All Funds
7.54%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
70
Increased
171
Reduced
198
Closed
44
Calls
$5.07M
Puts
$2.35M
Net Calls
+$2.73M
Net Calls Change
-$5.28M
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
251
Kestra Advisory Services
Texas
$705K -$92.2K -2,591 -12%
I
252
InceptionR
California
$695K -$886K -24,905 -56%
PFA
253
Pathway Financial Advisers
Indiana
$693K +$712 +20 +0.1%
FHB
254
First Hawaiian Bank
Hawaii
$690K -$1.35K -38 -0.2%
ONB
255
Old National Bancorp
Indiana
$683K +$6.37K +179 +1%
NSEDCP
256
NJ State Employees Deferred Compensation Plan
New Jersey
$682K
PPW
257
Pasadena Private Wealth
California
$680K +$47K +1,322 +8%
MM
258
MQS Management
New York
$677K +$418K +11,758 +168%
WA
259
WESPAC Advisors
California
$674K -$530K -14,880 -44%
CAS
260
Coppell Advisory Solutions
Texas
$674K +$665K +18,696 New
Creative Planning
261
Creative Planning
Kansas
$662K +$32.7K +918 +5%
Rockefeller Capital Management
262
Rockefeller Capital Management
New York
$661K -$110K -3,095 -14%
AG
263
Algert Global
California
$660K +$652K +18,309 New
SFP
264
Shepherd Financial Partners
Massachusetts
$642K -$14.2K -398 -2%
MFS
265
Mirabella Financial Services
United Kingdom
$638K +$630K +17,701 New
EFG
266
Everhart Financial Group
Ohio
$635K +$163K +4,568 +35%
LAM
267
LECAP Asset Management
United Kingdom
$625K +$616K +17,324 New
Jane Street
268
Jane Street
New York
$617K +$609K +17,107 New
VI
269
Vestcor Inc
New Brunswick, Canada
$609K
OSAM
270
O'Shaughnessy Asset Management
Connecticut
$604K +$107K +3,001 +22%
MNBTD
271
Moody National Bank Trust Division
Texas
$586K
Public Employees Retirement Association of Colorado
272
Public Employees Retirement Association of Colorado
Colorado
$586K
CIC
273
Cornercap Investment Counsel
Georgia
$584K -$14.2K -400 -2%
Envestnet Portfolio Solutions
274
Envestnet Portfolio Solutions
Illinois
$579K +$28.4K +797 +5%
CWM
275
Congress Wealth Management
Massachusetts
$579K +$571K +16,050 New

STAG Hedge Fund Activity: Q2 2024 in Review

522 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in STAG Industrial (STAG) for Q2 2024, worth a combined $5.76B — down 7.7% from $6.24B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new STAG positions and 44 closed out — a net gain of 26 holders — while 171 added to existing stakes and 198 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $35.8M. The largest seller was Cohen & Steers, cutting an estimated $49.8M.

  • 522 institutional investors held STAG Industrial (STAG) as of Q2 2024, up from 504 in Q1 2024.
  • Funds reported $5.76B of STAG Industrial stock for Q2 2024, down 7.7% quarter-over-quarter.
  • 70 funds opened new STAG Industrial positions in Q2 2024 and 44 closed out, a net change of +26 holders.
  • The largest STAG Industrial buyer in Q2 2024 was Balyasny Asset Management, an estimated $35.8M added.
  • The largest STAG Industrial seller in Q2 2024 was Cohen & Steers, an estimated $49.8M sold.

Based on aggregated 13F filings for Q2 2024.