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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
MSRPS
276
Maryland State Retirement & Pension System
Maryland
$490K
ASN
277
Advisory Services Network
Georgia
$489K -$1.23K -34 -0.2%
Wealth Enhancement Advisory Services
278
Wealth Enhancement Advisory Services
Minnesota
$488K +$513K +14,133 New
PFA
279
Pathway Financial Advisers
Indiana
$479K +$504K +13,876 New
MOS
280
MGO One Seven
Ohio
$476K +$73 +2 +0%
Creative Planning
281
Creative Planning
Kansas
$471K +$24.7K +680 +5%
FM
282
Foster & Motley
Ohio
$465K -$2.04M -56,193 -81%
Mercer Global Advisors
283
Mercer Global Advisors
Colorado
$464K -$68.6K -1,891 -12%
VI
284
Vestcor Inc
New Brunswick, Canada
$462K +$486K +13,388 New
IB
285
Intrust Bank
Kansas
$457K -$14.2K -391 -3%
MNBTD
286
Moody National Bank Trust Division
Texas
$456K
IIC
287
Integrated Investment Consultants
Michigan
$455K +$11.2K +309 +2%
LNC
288
Lincoln National Corp
Pennsylvania
$451K +$24K +661 +5%
COI
289
Connable Office Inc
Michigan
$449K
IF
290
Intrua Financial
Texas
$448K -$56.3K -1,551 -11%
LMIM
291
Lockheed Martin Investment Management
Maryland
$448K
P
292
Pitcairn
Pennsylvania
$436K +$21.4K +589 +5%
Cetera Investment Advisers
293
Cetera Investment Advisers
Illinois
$433K -$71.4K -1,968 -14%
Squarepoint
294
Squarepoint
New York
$426K -$770K -21,212 -63%
BIC
295
Beach Investment Counsel
Pennsylvania
$416K +$121K +3,325 +38%
USAA
296
United Services Automobile Association
Texas
$401K +$422K +11,629 New
HFS
297
Hantz Financial Services
Michigan
$391K -$661K -18,205 -62%
WT
298
Whittier Trust
California
$381K +$396K +10,916 +9,173%
BRWA
299
B. Riley Wealth Advisors
Florida
$369K +$29.4K +811 +8%
IAN
300
Integrated Advisors Network
Texas
$366K -$35.1K -967 -8%

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.