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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
MGP
301
Metis Global Partners
California
$468K +$49.3K +1,390 +13%
MML Investors Services
302
MML Investors Services
Massachusetts
$460K +$86.8K +2,444 +26%
SPS
303
Susquehanna Portfolio Strategies
Pennsylvania
$453K +$410K +11,538 New
EFG
304
Everhart Financial Group
Ohio
$441K +$26.4K +744 +7%
LFAS
305
Level Four Advisory Services
Texas
$434K +$141K +3,969 +56%
CIA
306
Concurrent Investment Advisors
Florida
$427K +$386K +10,877 New
IAN
307
Integrated Advisors Network
Texas
$420K +$3.37K +95 +0.9%
GIM
308
Gold Investment Management
Alberta, Canada
$413K +$374K +10,526 New
AAS
309
Avantax Advisory Services
Texas
$413K +$39.5K +1,114 +12%
KA
310
Kovack Advisors
Florida
$408K +$49.5K +1,395 +16%
PFA
311
Peak Financial Advisors
Colorado
$407K +$66.6K +1,875 +22%
IA
312
IFG Advisory
Georgia
$405K +$6.32K +178 +2%
ECM
313
Evergreen Capital Management
Washington
$404K -$1.81K -51 -0.5%
BRWA
314
B. Riley Wealth Advisors
Florida
$402K -$16.7K -470 -4%
PA
315
Pinnacle Associates
New York
$401K -$13.6K -384 -4%
URS
316
Utah Retirement Systems
Utah
$397K +$10.6K +300 +3%
QCM
317
Quantinno Capital Management
New York
$396K +$94.5K +2,663 +36%
CIM
318
CIM Investment Management
Pennsylvania
$394K
OIA
319
Optimum Investment Advisors
Illinois
$389K
VWA
320
Visionary Wealth Advisors
Illinois
$389K -$6.89K -194 -2%
LMIM
321
Lockheed Martin Investment Management
Maryland
$383K -$95.8K -2,700 -21%
OSAM
322
O'Shaughnessy Asset Management
Connecticut
$380K +$343K +9,668 New
NGA
323
Naples Global Advisors
Florida
$375K +$338K +9,525 New
ProShare Advisors
324
ProShare Advisors
Maryland
$375K -$5.39K -152 -2%
T
325
TNF
Montana
$373K

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.