STAG Industrial
STAG
403 hedge funds and large institutions have $4.52B invested in STAG Industrial in 2022 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 181 increasing their positions, 131 reducing their positions, and 62 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
38% more repeat investments, than reductions
Existing positions increased: 181 | Existing positions reduced: 131
3.91% more ownership
Funds ownership: 84.74% → 88.65% (+3.9%)
4% less capital invested
Capital invested by funds: $4.69B → $4.52B (-$172M)
9% less call options, than puts
Call options by funds: $4.5M | Put options by funds: $4.93M
7% less funds holding
Funds holding: 432 → 403 (-29)
44% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 62
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$215M |
| 2 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$44.8M |
| 3 |
WCP
Waterfront Capital Partners
New York
|
+$31.8M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$21.6M |
| 5 |
LI
Leeward Investments
Boston,
Massachusetts
|
+$19.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$66.5M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$20.9M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$18.5M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$13.6M |
| 5 |
BlackRock
New York
|
-$12.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NICM
451
Neo Ivy Capital Management
New York
| – | -$20K | -665 | Closed |
|
452
Lazard Asset Management
New York
| – | -$19K | -637 | Closed |
|
|
AIP
453
Ahrens Investment Partners
Lafayette,
Louisiana
| – | -$19K | -610 | Closed |
|
|
FMII
454
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| – | -$11K | -342 | Closed |
|
|
BWM
455
Baystate Wealth Management
Boston,
Massachusetts
| – | -$6K | -208 | Closed |
|
|
CWM
456
Curi Wealth Management
Raleigh,
North Carolina
| – | -$4K | -142 | Closed |
|
|
VRM
457
Vectors Research Management
New York
| – | -$3K | -100 | Closed |
|
|
GWMIA
458
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| – | -$2K | -60 | Closed |
|
|
CT
459
Cambridge Trust
Cambridge,
Massachusetts
| – | -$2K | -54 | Closed |
|
|
MFT
460
Moisand Fitzgerald Tamayo
Orlando,
Florida
| – | -$1K | -41 | Closed |
|
|
HI
461
Hudock Inc
Williamsport,
Pennsylvania
| – | -$126 | -4 | -12% |
|
|
VCM
462
Versant Capital Management
Phoenix,
Arizona
| – | +$252 | +8 | New |
|
STAG Hedge Fund Activity: Q3 2022 in Review
403 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in STAG Industrial (STAG) for Q3 2022, worth a combined $4.52B — down 3.7% from $4.69B a quarter earlier.
Sellers outnumbered buyers: 62 funds closed out of STAG and 35 opened new positions — a net loss of 27 holders — while 131 trimmed existing stakes and 181 added.
The largest buyer was Janus Henderson Group, adding an estimated $215M. The largest seller was Massachusetts Financial Services, cutting an estimated $66.5M.
- 403 institutional investors held STAG Industrial (STAG) as of Q3 2022, down from 432 in Q2 2022.
- Funds reported $4.52B of STAG Industrial stock for Q3 2022, down 3.7% quarter-over-quarter.
- 35 funds opened new STAG Industrial positions in Q3 2022 and 62 closed out, a net change of -27 holders.
- The largest STAG Industrial buyer in Q3 2022 was Janus Henderson Group, an estimated $215M added.
- The largest STAG Industrial seller in Q3 2022 was Massachusetts Financial Services, an estimated $66.5M sold.
Based on aggregated 13F filings for Q3 2022.