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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
FGAM
276
Financial Gravity Asset Management
Texas
$32K +$31 +1 +9%
BWM
277
BerganKDV Wealth Management
Minnesota
$29K +$307 +10 +1%
GEA
278
Glen Eagle Advisors
New Jersey
$28.4K
HNB
279
Huntington National Bank
Ohio
$28K -$3.65K -119 -12%
RIA
280
RPG Investment Advisory
California
$28K
FWM
281
Focused Wealth Management
New York
$26K +$61 +2 +0.2%
AIL
282
AGF Investments LLC
Ontario, Canada
$25K
VanEck Associates
283
VanEck Associates
New York
$25K +$24.1K +785 New
DI
284
Disciplined Investments
Oklahoma
$25K +$24.5K +800 New
PVH
285
Psagot Value Holdings
Israel
$25K +$24.5K +800 New
SWA
286
Sutton Wealth Advisors
Florida
$23K
Lazard Asset Management
287
Lazard Asset Management
New York
$23K +$11.8K +385 +108%
HFM
288
Harvest Fund Management
China
$23K +$21.7K +708 New
BCA
289
Berman Capital Advisors
Georgia
$22K +$5.82K +190 +34%
GFPC
290
Global Financial Private Client
Florida
$21.9K +$21.3K +695 New
CFGS
291
Concourse Financial Group Securities
Alabama
$17K +$3.89K +127 +30%
AF
292
Allworth Financial
California
$16K
FHA
293
First Horizon Advisors
Tennessee
$16K
PI
294
PineBridge Investments
New York
$16K
TWA
295
TCI Wealth Advisors
Arizona
$16K
KWM
296
Keebeck Wealth Management
Illinois
$15K +$15.3K +500 New
JSC
297
Jackson Square Capital
California
$14K +$13.9K +455 New
KFS
298
Kelly Financial Services
Massachusetts
$12.6K
OPS
299
Orion Portfolio Solutions
Nebraska
$11K +$10.2K +333 New
JG
300
Jefferies Group
New York
$11K +$10.4K +340 New

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.