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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
WA
351
Waddell & Associates
Tennessee
$255K -$6.35K -175 -2%
BCM
352
BTC Capital Management
Iowa
$250K -$112K -3,078 -30%
SAM
353
Shell Asset Management
Netherlands
$248K +$42.1K +1,161 +19%
LFAS
354
Level Four Advisory Services
Texas
$245K -$160K -4,415 -38%
AA
355
ALPS Advisors
Colorado
$244K -$81.6K -2,249 -24%
BFA
356
Beaumont Financial Advisors
Massachusetts
$242K
CIBC Private Wealth Group
357
CIBC Private Wealth Group
Georgia
$240K +$253K +6,965 New
OIA
358
OneDigital Investment Advisors
Kansas
$238K +$2.18K +60 +0.9%
HFM
359
Harvest Fund Management
China
$234K
Lazard Asset Management
360
Lazard Asset Management
New York
$234K +$136K +3,740 +122%
KLCM
361
KG&L Capital Management
Louisiana
$232K -$3.63K -100 -1%
APWM
362
Argonautica Private Wealth Management
Massachusetts
$231K +$5.81K +160 +2%
NA
363
NewEdge Advisors
Louisiana
$220K +$17.6K +484 +8%
TFS
364
Thoroughbred Financial Services
Tennessee
$220K +$10.9K +300 +5%
CIM
365
Cambria Investment Management
California
$219K +$230K +6,346 New
SCA
366
Snowden Capital Advisors
New York
$219K -$450K -12,401 -66%
SCM
367
Stevens Capital Management
Pennsylvania
$218K +$229K +6,319 New
IA
368
Inspire Advisors
Idaho
$217K +$1.74K +48 +0.8%
Simplex Trading
369
Simplex Trading
Illinois
$217K +$116K +3,186 +102%
TC
370
TownSquare Capital
Utah
$214K -$119K -3,282 -35%
DC
371
Diametric Capital
Massachusetts
$213K -$155K -4,278 -41%
JIR
372
James Investment Research
Ohio
$208K
WS
373
Wedbush Securities
California
$208K -$271K -7,469 -55%
BPA
374
Beacon Pointe Advisors
California
$204K +$6.79K +187 +3%
D.E. Shaw & Co
375
D.E. Shaw & Co
New York
$204K -$894K -24,632 -81%

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.