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STAG Industrial

409 hedge funds and large institutions have $5.57B invested in STAG Industrial in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 142 increasing their positions, 140 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 28

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

6% more capital invested

Capital invested by funds: $5.27B → $5.57B (+$302M)

5% more funds holding

Funds holding: 391409 (+18)

1% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 140

0.74% less ownership

Funds ownership: 88.48%87.74% (-0.74%)

11% less call options, than puts

Call options by funds: $9.62M | Put options by funds: $10.9M

Holders
409
Holders Change
+18
Holders Change %
+4.6%
% of All Funds
7.16%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
50
Increased
142
Reduced
140
Closed
28
Calls
$9.62M
Puts
$10.9M
Net Calls
-$1.25M
Net Calls Change
-$15.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BU
326
BBVA USA
Alabama
$118K -$7.43K -182 -6%
LJHT
327
Laurie J. Hall Trustee
$108K
TCWM
328
Total Clarity Wealth Management
Illinois
$108K +$112K +2,739 New
Fidelity Investments
329
Fidelity Investments
Massachusetts
$101K +$43K +1,052 +69%
1IA
330
1834 Investment Advisors
Wisconsin
$89K
SIM
331
Sonora Investment Management
Arizona
$89K
AssetMark Inc
332
AssetMark Inc
California
$84K
QT
333
Quantbot Technologies
New York
$82K +$20.1K +493 +30%
S
334
SignatureFD
Georgia
$80K -$327 -8 -0.4%
BWP
335
Baldwin Wealth Partners
Massachusetts
$79K
Northwestern Mutual Wealth Management
336
Northwestern Mutual Wealth Management
Wisconsin
$79K
PWA
337
Phoenix Wealth Advisors
North Carolina
$79K +$81.7K +2,000 New
EVM
338
Eaton Vance Management
Massachusetts
$77K +$1.23K +30 +2%
APA
339
American Portfolios Advisors
New York
$69.2K
CI Investments Inc
340
CI Investments Inc
Ontario, Canada
$68K +$4K +98 +6%
CFA
341
Carroll Financial Associates
North Carolina
$62K -$7.27K -178 -10%
PCG
342
Private Capital Group
Connecticut
$62K
HNB
343
Huntington National Bank
Ohio
$61K +$41.8K +1,024 +190%
BWM
344
Baystate Wealth Management
Massachusetts
$58K +$449 +11 +0.7%
CFD
345
Creative Financial Designs
Indiana
$56K
TWM
346
Tradition Wealth Management
Minnesota
$55K +$13.1K +320 +30%
FCA
347
FinTrust Capital Advisors
South Carolina
$54K
CWM
348
Cedar Wealth Management
California
$51K
BWM
349
BerganKDV Wealth Management
Minnesota
$44K +$22.8K +557 +100%
GWM
350
Geneos Wealth Management
Colorado
$43K

STAG Hedge Fund Activity: Q3 2021 in Review

409 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in STAG Industrial (STAG) for Q3 2021, worth a combined $5.57B — up 5.7% from $5.27B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new STAG positions and 28 closed out — a net gain of 22 holders — while 142 added to existing stakes and 140 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $119M. The largest seller was Zimmer Partners, exiting entirely with an estimated $63.1M sold.

  • 409 institutional investors held STAG Industrial (STAG) as of Q3 2021, up from 391 in Q2 2021.
  • Funds reported $5.57B of STAG Industrial stock for Q3 2021, up 5.7% quarter-over-quarter.
  • 50 funds opened new STAG Industrial positions in Q3 2021 and 28 closed out, a net change of +22 holders.
  • The largest STAG Industrial buyer in Q3 2021 was Deutsche Bank, an estimated $119M added.
  • The largest STAG Industrial seller in Q3 2021 was Zimmer Partners, an estimated $63.1M sold.

Based on aggregated 13F filings for Q3 2021.