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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
CGH
326
Crossmark Global Holdings
Texas
$370K +$14.5K +408 +5%
CAM
327
Campion Asset Management
Virginia
$368K +$4.79K +135 +1%
DWM
328
Dakota Wealth Management
Florida
$358K +$9.65K +272 +3%
WT
329
Whittier Trust
California
$355K -$71K -2,000 -18%
HPG
330
Harvest Portfolios Group
Ontario, Canada
$351K +$20.8K +586 +7%
AT
331
Arlington Trust
Alabama
$349K +$315K +8,881 New
RFA
332
Register Financial Advisors
Georgia
$349K -$6.85K -193 -2%
RA
333
RFG Advisory
Alabama
$347K +$2.09K +59 +0.7%
NB
334
Norinchukin Bank
Japan
$343K -$8.31K -234 -3%
VCA
335
Verdence Capital Advisors
Maryland
$340K +$10.7K +301 +4%
SAM
336
Shell Asset Management
Netherlands
$339K +$51.9K +1,462 +20%
LNWWM
337
Laird Norton Wetherby Wealth Management
California
$339K +$426 +12 +0.1%
BEI
338
Benjamin Edwards Inc
Missouri
$337K +$2.17K +61 +0.7%
TA
339
Tectonic Advisors
Texas
$333K +$26.4K +743 +10%
OWA
340
Outlook Wealth Advisors
Texas
$331K -$68.2K -1,920 -19%
Cerity Partners
341
Cerity Partners
New York
$330K +$299K +8,410 New
IF
342
Insight Folios
North Carolina
$327K +$3.19K +90 +1%
AWS
343
Atria Wealth Solutions
New York
$324K +$4.15K +117 +1%
PAS
344
Park Avenue Securities
New York
$323K +$6.39K +180 +2%
CG
345
Caprock Group
Idaho
$322K +$1.92K +54 +0.7%
Cetera Investment Advisers
346
Cetera Investment Advisers
Illinois
$322K -$154K -4,343 -35%
MYIA
347
Mount Yale Investment Advisors
Colorado
$321K -$2.17K -61 -0.7%
IAA
348
Independent Advisor Alliance
North Carolina
$316K +$8.45K +238 +3%
DCM
349
Driehaus Capital Management
Illinois
$307K +$277K +7,815 New
SCM
350
Shelton Capital Management
Colorado
$306K -$18.4K -517 -6%

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.