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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
BIA
401
Bell Investment Advisors
California
$8.82K -$564 -18 -6%
RCM
402
Raleigh Capital Management
North Carolina
$8.08K
PA
403
Parallel Advisors
California
$7.46K +$1.91K +61 +36%
PPC
404
Park Place Capital
Alabama
$7K +$6.42K +205 New
WBC
405
West Branch Capital
Massachusetts
$6.66K
CSPAM
406
Cary Street Partners Asset Management
Virginia
$6.46K
CB
407
Community Bank
New York
$6.46K
CSPIA
408
Cary Street Partners Investment Advisory
Virginia
$6.2K +$6.01K +192 New
SWM
409
Spire Wealth Management
Virginia
$6K
CAL
410
Capital Advisors Ltd
Ohio
$5K +$658 +21 +17%
LC
411
Lindbrook Capital
California
$4.98K -$8.27K -264 -63%
KFI
412
Key Financial Inc
Pennsylvania
$4.8K
CFGS
413
Concourse Financial Group Securities
Alabama
$4.67K
CP
414
Castleview Partners
Texas
$4.33K +$4.2K +134 New
AWM
415
Avior Wealth Management
Nebraska
$4.2K
GWS
416
Glassman Wealth Services
Virginia
$4.17K
FHA
417
First Horizon Advisors
Tennessee
$3.85K +$1.47K +47 +65%
WT
418
Whittier Trust
California
$3.84K -$16.2K -517 -81%
HI
419
Harbour Investments
Wisconsin
$3.5K +$63 +2 +2%
AF
420
Affiance Financial
Minnesota
$3.46K +$3.35K +107 New
TWA
421
TCI Wealth Advisors
Arizona
$3.36K -$15.2K -485 -82%
SCA
422
Stonebridge Capital Advisors
Minnesota
$3.23K
BHWM
423
Beaird Harris Wealth Management
Texas
$2.97K +$2.88K +92 New
DFCM
424
Dark Forest Capital Management
Puerto Rico
$2.55K +$2.47K +79 New
GRP
425
Global Retirement Partners
California
$2.29K

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.