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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
CC
376
Chicago Capital
Illinois
$204K
SA
377
SRH Advisors
Kansas
$204K
ATPW
378
Ashton Thomas Private Wealth
Arizona
$204K -$9.8K -270 -4%
HIIFS
379
Harel Insurance Investments & Financial Services
Israel
$197K +$197K +5,440 +2,092%
MLICM
380
Metropolitan Life Insurance Company (MetLife)
New York
$190K +$1.38K +38 +0.7%
IPW
381
Impact Partnership Wealth
Georgia
$189K +$198K +5,462 New
BCWM
382
Bartlett & Co Wealth Management
Ohio
$186K -$109K -3,000 -36%
BC
383
Bartlett & Co
Ohio
$186K -$109K -3,000 -36%
TRCT
384
Tower Research Capital (TRC)
New York
$185K -$442K -12,172 -69%
CH
385
Canton Hathaway
Rhode Island
$138K
SWA
386
SOA Wealth Advisors
New York
$137K
WT
387
Washington Trust
Rhode Island
$133K -$145 -4 -0.1%
NP
388
Ninepoint Partners
Ontario, Canada
$123K -$20.3K -559 -14%
BCMLT
389
Beacon Capital Management LLC (Tennessee)
Tennessee
$117K
BONH
390
Bank of New Hampshire
New Hampshire
$107K
SOW
391
State of Wyoming
Wyoming
$105K +$36K +991 +49%
KIG
392
Kessler Investment Group
Indiana
$101K
KBC Group
393
KBC Group
Belgium
$98K +$103K +2,828 New
ST
394
Smithfield Trust
Pennsylvania
$97K +$363 +10 +0.4%
Mitsubishi UFJ Trust & Banking
395
Mitsubishi UFJ Trust & Banking
Japan
$91.2K +$73.5K +2,026 +329%
SPIA
396
Steward Partners Investment Advisory
New York
$90.9K -$617 -17 -0.6%
BWP
397
Baldwin Wealth Partners
Massachusetts
$86.3K
HNB
398
Huntington National Bank
Ohio
$84.1K -$4.21K -116 -5%
PTC
399
Private Trust Company
Ohio
$77.9K
Carson Wealth (CWM LLC)
400
Carson Wealth (CWM LLC)
Nebraska
$72K -$81.3K -2,241 -52%

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.