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
LNC
276
Lincoln National Corp
Pennsylvania
$362K +$16.3K +519 +5%
IIC
277
Integrated Investment Consultants
Michigan
$361K -$7.49K -239 -2%
COI
278
Connable Office Inc
Michigan
$360K -$6.99K -223 -2%
HPG
279
Harvest Portfolios Group
Ontario, Canada
$357K +$346K +11,038 New
Creative Planning
280
Creative Planning
Kansas
$352K -$61.8K -1,973 -15%
VWA
281
Visionary Wealth Advisors
Illinois
$351K +$10.2K +325 +3%
PA
282
Pinnacle Associates
New York
$350K -$3.85K -123 -1%
BRWA
283
B. Riley Wealth Advisors
Florida
$338K +$5.95K +190 +2%
ST
284
Somerset Trust
Pennsylvania
$337K +$326K +10,420 New
Squarepoint
285
Squarepoint
New York
$336K -$471K -15,046 -59%
X
286
Xponance
Pennsylvania
$334K +$7.24K +231 +2%
ECM
287
Evergreen Capital Management
Washington
$334K +$323K +10,302 New
MNBTD
288
Moody National Bank Trust Division
Texas
$334K +$324K +10,343 New
IAS
289
Insigneo Advisory Services
Florida
$327K +$316K +10,087 New
FCI
290
Financial Counselors Inc
Kansas
$325K +$1.91K +61 +0.6%
RA
291
RFG Advisory
Alabama
$323K +$1.88K +60 +0.7%
OIA
292
Optimum Investment Advisors
Illinois
$320K
CIM
293
CIM Investment Management
Pennsylvania
$313K +$303K +9,681 New
WA
294
Waddell & Associates
Tennessee
$294K +$5.01K +160 +2%
SIMG
295
Sonora Investment Management Group
Arizona
$292K +$283K +9,033 New
CAM
296
Campion Asset Management
Virginia
$292K +$15.5K +495 +6%
CAM
297
Cubic Asset Management
Massachusetts
$290K -$37.9K -1,210 -12%
RFA
298
Register Financial Advisors
Georgia
$288K +$279K +8,923 New
AP
299
Arlington Partners
Alabama
$284K
BIC
300
Beach Investment Counsel
Pennsylvania
$282K

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.