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STAG Industrial

491 hedge funds and large institutions have $5.44B invested in STAG Industrial in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 183 increasing their positions, 176 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more call options, than puts

Call options by funds: $8.3M | Put options by funds: $3.28M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

4% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 176

2% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 47

1% less funds holding

Funds holding: 497491 (-6)

2.26% less ownership

Funds ownership: 90%87.74% (-2.3%)

6% less capital invested

Capital invested by funds: $5.8B → $5.44B (-$355M)

Holders
491
Holders Change
-6
Holders Change %
-1.21%
% of All Funds
7.79%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
46
Increased
183
Reduced
176
Closed
47
Calls
$8.3M
Puts
$3.28M
Net Calls
+$5.01M
Net Calls Change
-$2.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
426
Sutton Wealth Advisors
Florida
$25.2K
CI Investments Inc
427
CI Investments Inc
Ontario, Canada
$25K +$653 +18 +3%
AA
428
Ancora Advisors
Ohio
$22.7K +$254 +7 +1%
TFM
429
TFC Financial Management
Massachusetts
$21.7K
JFGIW
430
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21.4K +$6.5K +179 +41%
DWMG
431
DB Wealth Management Group
California
$17.5K
EWM
432
Evermay Wealth Management
Virginia
$17.3K
HWA
433
Heritage Wealth Advisors
Virginia
$17.3K +$3.63K +100 +25%
VNA
434
Valley National Advisers
Pennsylvania
$17K
RG
435
Retirement Group
California
$16.4K +$109 +3 +0.6%
RTC
436
Riverview Trust Company
Washington
$15.5K
GRP
437
Global Retirement Partners
California
$15K +$13.5K +372 +524%
KFS
438
Kelly Financial Services
Massachusetts
$13.8K
PCM
439
Peregrine Capital Management
Minnesota
$13.5K
SS
440
Sunbelt Securities
Texas
$13.1K +$109 +3 +0.8%
UB
441
UMB Bank
Missouri
$13K
CTA
442
Colonial Trust Advisors
South Carolina
$12K +$145 +4 +1%
C
443
Covestor
United Kingdom
$11K +$1.05K +29 +10%
Citadel Advisors
444
Citadel Advisors
Florida
$10.8K -$3.27M -90,158 -100%
SWM
445
Spire Wealth Management
Virginia
$10.6K +$544 +15 +5%
PO
446
Private Ocean
California
$10.5K
OP
447
ORG Partners
Indiana
$9.32K
BIA
448
Bell Investment Advisors
California
$8.9K
CFGS
449
Concourse Financial Group Securities
Alabama
$8.62K -$798 -22 -8%
CMP
450
Coston McIsaac & Partners
Maine
$8K +$109 +3 +1%

STAG Hedge Fund Activity: Q3 2023 in Review

491 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in STAG Industrial (STAG) for Q3 2023, worth a combined $5.44B — down 6.1% from $5.8B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of STAG and 46 opened new positions — a net loss of 1 holder — while 176 trimmed existing stakes and 183 added.

The largest buyer was Heitman Real Estate Securities, adding an estimated $46M. The largest seller was Paralel Advisors, exiting entirely with an estimated $50.2M sold.

  • 491 institutional investors held STAG Industrial (STAG) as of Q3 2023, down from 497 in Q2 2023.
  • Funds reported $5.44B of STAG Industrial stock for Q3 2023, down 6.1% quarter-over-quarter.
  • 46 funds opened new STAG Industrial positions in Q3 2023 and 47 closed out, a net change of -1 holder.
  • The largest STAG Industrial buyer in Q3 2023 was Heitman Real Estate Securities, an estimated $46M added.
  • The largest STAG Industrial seller in Q3 2023 was Paralel Advisors, an estimated $50.2M sold.

Based on aggregated 13F filings for Q3 2023.