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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
WWM
376
Wolff Wiese Magana
California
$28.5K
SBL
377
Sargent Bickham Lagudis
Colorado
$24.2K
C
378
Covestor
United Kingdom
$24K -$15K -478 -39%
Carson Wealth (CWM LLC)
379
Carson Wealth (CWM LLC)
Nebraska
$24K +$17.8K +568 +310%
SWA
380
Sutton Wealth Advisors
Florida
$23.6K
SSC
381
Syverson Strege & Co
Iowa
$23K +$22.3K +711 New
SIS
382
Sound Income Strategies
Florida
$22.4K +$940 +30 +5%
TFM
383
TFC Financial Management
Massachusetts
$20.4K
CA
384
CoreCap Advisors
Michigan
$19.6K +$19K +606 New
MCM
385
MV Capital Management
Maryland
$19.4K
VNA
386
Valley National Advisers
Pennsylvania
$17K
DWMG
387
DB Wealth Management Group
California
$16.4K
EWM
388
Evermay Wealth Management
Virginia
$16.2K +$15.7K +500 New
CI Investments Inc
389
CI Investments Inc
Ontario, Canada
$15K -$15.4K -492 -52%
HIIFS
390
Harel Insurance Investments & Financial Services
Israel
$15K
RG
391
Retirement Group
California
$15K +$94 +3 +0.6%
RTC
392
Riverview Trust Company
Washington
$14K +$14K +448 New
QCG
393
Quadrant Capital Group
Ohio
$13.5K +$9.65K +308 +283%
PCM
394
Peregrine Capital Management
Minnesota
$13K
KFS
395
Kelly Financial Services
Massachusetts
$12.9K
UB
396
UMB Bank
Missouri
$12K -$908 -29 -7%
CTA
397
Colonial Trust Advisors
South Carolina
$10.9K +$10.6K +338 New
TWM
398
Tradition Wealth Management
Minnesota
$10K -$35.2K -1,123 -78%
PO
399
Private Ocean
California
$9.86K
TCOV
400
Trust Company of Vermont
Vermont
$9.69K

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.