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STAG Industrial
STAG

457 hedge funds and large institutions have $5.36B invested in STAG Industrial in 2023 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 194 increasing their positions, 131 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

79% more call options, than puts

Call options by funds: $7.95M | Put options by funds: $4.45M

60% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 35

48% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 131

9% more capital invested

Capital invested by funds: $4.94B → $5.36B (+$426M)

3% more funds holding

Funds holding: 443 → 457 (+14)

1.87% more ownership

Funds ownership: 86.57% → 88.44% (+1.9%)

Holders
457
Holders Change
+14
Holders Change %
+3.16%
% of All Funds
7.28%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
56
Increased
194
Reduced
131
Closed
35
Calls
$7.95M
Puts
$4.45M
Net Calls
+$3.5M
Net Calls Change
+$628K

Top Buyers

Rank Fund Capital Flow
1
CCM
Channing Capital Management
Illinois
+$56.1M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$35.7M
3
William Blair Investment Management
William Blair Investment Management
Illinois
+$34.9M
4
Ameriprise
Ameriprise
Minnesota
+$20.7M
5
JP Morgan Chase
JP Morgan Chase
New York
+$14.9M

Top Sellers

Rank Fund Capital Flow
1
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$80.4M
2
Millennium Management
Millennium Management
New York
-$19.6M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$13.2M
4
Goldman Sachs
Goldman Sachs
New York
-$11.2M
5
GKIM
GW&K Investment Management
Massachusetts
-$11.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
426
Raleigh Capital Management
North Carolina
$6.76K -$1.71K -50 -20%
CSPAM
427
Cary Street Partners Asset Management
Virginia
$6.76K – – –
CB
428
Community Bank
New York
$6.76K – – –
TWM
429
Tradition Wealth Management
Minnesota
$6K -$4.74K -139 -45%
KFI
430
Key Financial Inc
Pennsylvania
$5.72K – – –
GEA
431
Glen Eagle Advisors
New Jersey
$4.94K +$4.98K +146 New
CFGS
432
Concourse Financial Group Securities
Alabama
$4.85K -$34 -1 -0.7%
CP
433
Castleview Partners
Texas
$4.58K +$34 +1 +0.7%
AWM
434
Avior Wealth Management
Nebraska
$4.4K – – –
GWS
435
Glassman Wealth Services
Virginia
$4.36K – – –
FHA
436
First Horizon Advisors
Tennessee
$4.03K – – –
WT
437
Whittier Trust
California
$4.02K – – –
BTI
438
Blue Trust Inc
Georgia
$4K +$1.81K +53 +77%
HI
439
Harbour Investments
Wisconsin
$3.71K +$68 +2 +2%
SCA
440
Stonebridge Capital Advisors
Minnesota
$3.38K – – –
Commonwealth Equity Services
441
Commonwealth Equity Services
Massachusetts
$3.21K +$65.9K +1,933 +2%
CAL
442
Capital Advisors Ltd
Ohio
$3K -$2.32K -68 -47%
AW
443
Avion Wealth
Texas
$3K – – –
BAM
444
Baldrige Asset Management
Pennsylvania
$3K +$3.41K +100 New
VFA
445
Values First Advisors
Tennessee
$2.55K +$2.56K +75 New
GRP
446
Global Retirement Partners
California
$2.48K – – –
EWA
447
EverSource Wealth Advisors
Alabama
$2K +$2.01K +59 New
RFG
448
RFP Financial Group
Georgia
$1.89K – – –
FCA
449
FinTrust Capital Advisors
South Carolina
$1.87K – – –
BAAM
450
Baker Avenue Asset Management
California
$1.32K – – –
16 17
18
19 20

STAG Hedge Fund Activity: Q1 2023 in Review

457 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in STAG Industrial (STAG) for Q1 2023, worth a combined $5.36B — up 8.6% from $4.94B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new STAG positions and 35 closed out — a net gain of 21 holders — while 194 added to existing stakes and 131 trimmed.

The largest buyer was Channing Capital Management, opening a new position worth an estimated $56.1M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $80.4M.

  • 457 institutional investors held STAG Industrial (STAG) as of Q1 2023, up from 443 in Q4 2022.
  • Funds reported $5.36B of STAG Industrial stock for Q1 2023, up 8.6% quarter-over-quarter.
  • 56 funds opened new STAG Industrial positions in Q1 2023 and 35 closed out, a net change of +21 holders.
  • The largest STAG Industrial buyer in Q1 2023 was Channing Capital Management, an estimated $56.1M added.
  • The largest STAG Industrial seller in Q1 2023 was CBRE Investment Management Listed Real Assets, an estimated $80.4M sold.

Based on aggregated 13F filings for Q1 2023.