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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
IA
351
IFP Advisors
Florida
$93K -$4.92K -157 -5%
HNB
352
Huntington National Bank
Ohio
$84.3K +$7.89K +252 +11%
BWP
353
Baldwin Wealth Partners
Massachusetts
$80.8K -$31.3K -1,000 -29%
CWA
354
Clearview Wealth Advisors
Oregon
$80.5K -$29.9K -955 -28%
Dimensional Fund Advisors
355
Dimensional Fund Advisors
Texas
$77.8K -$22.1M -705,984 -23%
RBC
356
Romano Brothers & Co
Illinois
$77.5K +$75.2K +2,400 New
S
357
SignatureFD
Georgia
$71.8K +$5.61K +179 +9%
AAG
358
Armstrong Advisory Group
Massachusetts
$63.3K +$61.4K +1,959 New
AssetMark Inc
359
AssetMark Inc
California
$58.6K
LJHT
360
Laurie J. Hall Trustee
$57K
CSS
361
Cubist Systematic Strategies
Connecticut
$56.5K -$262K -8,352 -83%
MCC
362
Money Concepts Capital
Florida
$54.9K +$53.2K +1,698 New
AAP
363
Arax Advisory Partners
Colorado
$53.2K +$6.26K +200 +14%
Northwestern Mutual Wealth Management
364
Northwestern Mutual Wealth Management
Wisconsin
$52.5K +$38.3K +1,223 +304%
EI
365
Ellevest Inc
New York
$49K +$4.51K +144 +10%
AF
366
Allworth Financial
California
$44.1K +$17.7K +565 +71%
EBA
367
Eagle Bay Advisors
New York
$43.3K +$14.4K +459 +52%
CWM
368
Cedar Wealth Management
California
$42K
VIA
369
Virtus Investment Advisers
Connecticut
$41.4K
GWM
370
Geneos Wealth Management
Colorado
$38.3K
BWM
371
BerganKDV Wealth Management
Minnesota
$36.9K +$219 +7 +0.6%
IUHSA
372
Itau Unibanco Holding S.A.
Brazil
$35.8K +$34.7K +1,107 New
Rockefeller Capital Management
373
Rockefeller Capital Management
New York
$33K +$626 +20 +2%
IFAM
374
Institutional & Family Asset Management
Colorado
$30.3K -$4.32K -138 -13%
FWM
375
Focused Wealth Management
New York
$29.3K +$345 +11 +1%

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.