STAG Industrial
STAG
373 hedge funds and large institutions have $4.42B invested in STAG Industrial in 2020 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 145 increasing their positions, 101 reducing their positions, and 40 closing their positions.
63% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 40
44% more repeat investments, than reductions
Existing positions increased: 145 | Existing positions reduced: 101
6% more funds holding
Funds holding: 353 → 373 (+20)
5% more capital invested
Capital invested by funds: $4.19B → $4.42B (+$229M)
2.64% more ownership
Funds ownership: 92.14% → 94.78% (+2.6%)
6% less call options, than puts
Call options by funds: $5.19M | Put options by funds: $5.52M
43% less funds holding in top 10
Funds holding in top 10: 7 → 4 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
+$50M |
| 2 |
SI
Scout Investments
Kansas City,
Missouri
|
+$42.5M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$35.5M |
| 4 |
WCP
Waterfront Capital Partners
New York
|
+$35.5M |
| 5 |
CTA
Carillon Tower Advisers
St. Petersburg,
Florida
|
+$32.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$153M |
| 2 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
-$59.2M |
| 3 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$34.6M |
| 4 |
Goldman Sachs
New York
|
-$30.7M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EA
401
Emerald Advisers
Leola,
Pennsylvania
| – | -$23K | -740 | Closed |
|
|
FHA
402
First Horizon Advisors
Memphis,
Tennessee
| – | -$21K | -680 | Closed |
|
|
FFA
403
Founders Financial Alliance
Raleigh,
North Carolina
| – | -$19K | -610 | Closed |
|
|
CIA
404
CSat Investment Advisory
Detroit,
Michigan
| – | -$16K | -537 | Closed |
|
|
LC
405
Lindbrook Capital
Calabasas,
California
| – | -$11K | -355 | Closed |
|
|
NNP
406
Nachman Norwood & Parrott
Greenville,
South Carolina
| – | -$9K | -300 | Closed |
|
|
CSPIA
407
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$6K | -200 | Closed |
|
408
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$6K | -193 | Closed |
|
|
FHA
409
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$3K | -100 | Closed |
|
|
HI
410
Hudock Inc
Williamsport,
Pennsylvania
| – | +$31 | +1 | +4% |
|
|
MAM
411
Meeder Asset Management
Dublin,
Ohio
| – | +$31 | +1 | +100% |
|
|
COCM
412
Charter Oak Capital Management
Portsmouth,
New Hampshire
| – | +$313 | +10 | New |
|
STAG Hedge Fund Activity: Q4 2020 in Review
373 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in STAG Industrial (STAG) for Q4 2020, worth a combined $4.42B — up 5.5% from $4.19B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new STAG positions and 40 closed out — a net gain of 25 holders — while 145 added to existing stakes and 101 trimmed.
The largest buyer was Nuveen, adding an estimated $50M. The largest seller was Invesco, cutting an estimated $153M.
- 373 institutional investors held STAG Industrial (STAG) as of Q4 2020, up from 353 in Q3 2020.
- Funds reported $4.42B of STAG Industrial stock for Q4 2020, up 5.5% quarter-over-quarter.
- 65 funds opened new STAG Industrial positions in Q4 2020 and 40 closed out, a net change of +25 holders.
- The largest STAG Industrial buyer in Q4 2020 was Nuveen, an estimated $50M added.
- The largest STAG Industrial seller in Q4 2020 was Invesco, an estimated $153M sold.
Based on aggregated 13F filings for Q4 2020.