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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
PAG
376
Private Advisor Group
New Jersey
$235K +$212K +5,977 New
SOW
377
State of Wyoming
Wyoming
$234K +$104K +2,931 +97%
GAM
378
Gotham Asset Management
New York
$233K -$1.18M -33,176 -85%
CC
379
Chicago Capital
Illinois
$232K
SA
380
SRH Advisors
Kansas
$232K
FA
381
FDx Advisors
Illinois
$231K -$75K -2,114 -26%
WS
382
Wedbush Securities
California
$228K -$7.28K -205 -3%
MCM
383
MAI Capital Management
Ohio
$226K +$205K +5,765 New
SIG
384
Sargent Investment Group
Maryland
$224K +$203K +5,707 New
MLICM
385
Metropolitan Life Insurance Company (MetLife)
New York
$218K +$1.49K +42 +0.8%
PA
386
Profund Advisors
Maryland
$215K +$194K +5,469 New
BCWM
387
Bartlett & Co Wealth Management
Ohio
$213K
BC
388
Bartlett & Co
Ohio
$213K
BIC
389
Beach Investment Counsel
Pennsylvania
$212K -$236K -6,650 -55%
BPA
390
Beacon Pointe Advisors
California
$211K -$19.6K -553 -9%
KI
391
Kapitalo Investimentos
Brazil
$207K +$187K +5,281 New
KWA
392
Kingswood Wealth Advisors
California
$206K +$186K +5,252 New
SWA
393
SFMG Wealth Advisors
Texas
$206K +$186K +5,240 New
HFS
394
Hantz Financial Services
Michigan
$169K -$250K -7,037 -62%
CH
395
Canton Hathaway
Rhode Island
$157K
SWA
396
SOA Wealth Advisors
New York
$156K
SG Americas Securities
397
SG Americas Securities
New York
$155K -$1.1M -30,917 -89%
WT
398
Washington Trust
Rhode Island
$149K -$1.63K -46 -1%
KBC Group
399
KBC Group
Belgium
$128K +$15K +423 +15%
BONH
400
Bank of New Hampshire
New Hampshire
$122K

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.