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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
Northwestern Mutual Wealth Management
426
Northwestern Mutual Wealth Management
Wisconsin
$39.3K -$3.83K -108 -10%
CIA
427
Cape Investment Advisory
Georgia
$39.3K
HPC
428
HM Payson & Co
Maine
$39.3K
IGWM
429
ICA Group Wealth Management
Colorado
$38.3K +$34.6K +976 New
AFWM
430
Abich Financial Wealth Management
Virginia
$38.1K +$34.5K +971 New
FWM
431
Focused Wealth Management
New York
$37K +$355 +10 +1%
AWM
432
AllSquare Wealth Management
New York
$31.2K
HWA
433
HHM Wealth Advisors
Tennessee
$31K +$28K +790 New
WWM
434
Wolff Wiese Magana
California
$30.9K -$3.37K -95 -11%
SWM
435
Spire Wealth Management
Virginia
$26.2K +$13.5K +381 +124%
AA
436
Ancora Advisors
Ohio
$26.1K +$248 +7 +1%
TFM
437
TFC Financial Management
Massachusetts
$24.7K
HWA
438
Heritage Wealth Advisors
Virginia
$23.6K +$3.55K +100 +20%
LSA
439
Leonteq Securities AG
Switzerland
$21.4K +$19.3K +545 New
Robeco Institutional Asset Management
440
Robeco Institutional Asset Management
Netherlands
$21.2K +$19.2K +541 New
DWMG
441
DB Wealth Management Group
California
$19.9K
EWM
442
Evermay Wealth Management
Virginia
$19.7K
QCG
443
Quadrant Capital Group
Ohio
$19.3K -$13.9K -391 -44%
VNA
444
Valley National Advisers
Pennsylvania
$19K
SAM
445
Smartleaf Asset Management
Massachusetts
$18.9K +$17K +478 New
SVCP
446
Silicon Valley Capital Partners
California
$18.8K +$17K +480 New
RG
447
Retirement Group
California
$18.8K +$71 +2 +0.4%
PS
448
Planned Solutions
California
$17.7K +$16K +450 New
JFGIW
449
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17.3K -$6.35K -179 -29%
BTI
450
Blue Trust Inc
Georgia
$16K +$16.5K +466 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.