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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
NP
401
Ninepoint Partners
Ontario, Canada
$115K -$22K -621 -17%
KIG
402
Kessler Investment Group
Indiana
$114K
BCMLT
403
Beacon Capital Management LLC (Tennessee)
Tennessee
$112K
ST
404
Smithfield Trust
Pennsylvania
$109K
SPIA
405
Steward Partners Investment Advisory
New York
$104K +$177 +5 +0.2%
PTC
406
Private Trust Company
Ohio
$102K +$12.4K +349 +15%
BWP
407
Baldwin Wealth Partners
Massachusetts
$98.2K
HNB
408
Huntington National Bank
Ohio
$97K +$1.17K +33 +1%
Carson Wealth (CWM LLC)
409
Carson Wealth (CWM LLC)
Nebraska
$96K +$13K +365 +18%
S
410
SignatureFD
Georgia
$89K +$7.24K +204 +10%
AssetMark Inc
411
AssetMark Inc
California
$72.6K +$319 +9 +0.5%
CWC
412
Carolinas Wealth Consulting
North Carolina
$69.8K +$213 +6 +0.3%
LJHT
413
Laurie J. Hall Trustee
$69K
AWM
414
Able Wealth Management
New Jersey
$63K +$56.9K +1,604 New
GGI
415
Godsey & Gibb Inc
Virginia
$56.9K
AF
416
Allworth Financial
California
$56.3K +$2.84K +80 +6%
CI Investments Inc
417
CI Investments Inc
Ontario, Canada
$55K +$23.7K +667 +91%
PS
418
Principal Securities
Iowa
$54.8K +$49.6K +1,396 New
SIS
419
Sound Income Strategies
Florida
$53.5K +$12.7K +357 +35%
CWM
420
Cedar Wealth Management
California
$51K
Fifth Third Bancorp
421
Fifth Third Bancorp
Ohio
$46.7K +$10.1K +284 +31%
IFAM
422
Institutional & Family Asset Management
Colorado
$44.4K
GXJ
423
Global X Japan
Japan
$44.2K +$39.9K +1,125 New
GWM
424
Geneos Wealth Management
Colorado
$43.2K -$3.02K -85 -7%
TCG
425
Transcendent Capital Group
Oklahoma
$43.2K +$39K +1,100 New

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.