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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
Baird Financial Group
351
Baird Financial Group
Wisconsin
$304K -$12.4K -349 -4%
IPW
352
Impact Partnership Wealth
Georgia
$299K +$76K +2,142 +39%
CIBC Private Wealth Group
353
CIBC Private Wealth Group
Georgia
$296K +$20.1K +565 +8%
ST
354
Somerset Trust
Pennsylvania
$290K -$69K -1,944 -21%
CA
355
Carson Advisory
Georgia
$290K
AA
356
ALPS Advisors
Colorado
$284K +$5.15K +145 +2%
OIA
357
OneDigital Investment Advisors
Kansas
$278K +$6.74K +190 +3%
SCA
358
Snowden Capital Advisors
New York
$278K +$25.8K +728 +11%
BFA
359
Beaumont Financial Advisors
Massachusetts
$275K
NA
360
NewEdge Advisors
Louisiana
$271K +$18.7K +527 +8%
Mitsubishi UFJ Trust & Banking
361
Mitsubishi UFJ Trust & Banking
Japan
$271K +$151K +4,247 +161%
WA
362
Waddell & Associates
Tennessee
$270K -$18.1K -510 -7%
HFM
363
Harvest Fund Management
China
$267K
Lazard Asset Management
364
Lazard Asset Management
New York
$267K +$781 +22 +0.3%
KLCM
365
KG&L Capital Management
Louisiana
$266K +$1.49K +42 +0.6%
APWM
366
Argonautica Private Wealth Management
Massachusetts
$264K +$958 +27 +0.4%
Simplex Trading
367
Simplex Trading
Illinois
$257K +$9.02K +254 +4%
SIMG
368
Sonora Investment Management Group
Arizona
$254K -$46.1K -1,298 -17%
TFS
369
Thoroughbred Financial Services
Tennessee
$251K
CIM
370
Cambria Investment Management
California
$249K
HWAM
371
Hennion & Walsh Asset Management
New Jersey
$249K +$225K +6,345 New
IA
372
Inspire Advisors
Idaho
$245K -$1.95K -55 -0.9%
CA
373
Claro Advisors
Massachusetts
$239K +$216K +6,081 New
JIR
374
James Investment Research
Ohio
$237K
ATPW
375
Ashton Thomas Private Wealth
Arizona
$237K +$4.83K +136 +2%

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.