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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
GI
451
GAMMA Investing
California
$16K +$15.3K +432 New
KFS
452
Kelly Financial Services
Massachusetts
$15.7K
PCM
453
Peregrine Capital Management
Minnesota
$15.3K
SS
454
Sunbelt Securities
Texas
$15K +$71 +2 +0.5%
UB
455
UMB Bank
Missouri
$14.8K
GRP
456
Global Retirement Partners
California
$14.4K -$2.34K -66 -15%
CTA
457
Colonial Trust Advisors
South Carolina
$13.8K +$106 +3 +0.9%
PCMC
458
Planning Capital Management Corporation
Pennsylvania
$13.8K +$12.5K +351 New
C
459
Covestor
United Kingdom
$13K +$923 +26 +8%
PA
460
Parallel Advisors
California
$10.2K -$17.6K -497 -66%
BIA
461
Bell Investment Advisors
California
$10.1K
CTC
462
Central Trust Company
Missouri
$9.03K
CMP
463
Coston McIsaac & Partners
Maine
$9K +$71 +2 +0.8%
FA
464
Financial Avengers
California
$8.25K +$71 +2 +1%
WBC
465
West Branch Capital
Massachusetts
$8.09K
PPC
466
Park Place Capital
Alabama
$8.05K
CB
467
Community Bank
New York
$7.85K
EWA
468
EverSource Wealth Advisors
Alabama
$7.46K +$5.29K +149 +363%
MSWM
469
McGlone Suttner Wealth Management
Wisconsin
$7.45K +$6.74K +190 New
AAG
470
Armstrong Advisory Group
Massachusetts
$7.15K -$33.3K -937 -84%
CFGS
471
Concourse Financial Group Securities
Alabama
$7.13K -$2.41K -68 -27%
TWM
472
Tradition Wealth Management
Minnesota
$7K +$71 +2 +1%
TCOV
473
Trust Company of Vermont
Vermont
$6.87K
KFI
474
Key Financial Inc
Pennsylvania
$6.63K
TCWA
475
Turtle Creek Wealth Advisors
Texas
$6.52K +$5.89K +166 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.