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STAG Industrial
STAG

158 hedge funds and large institutions have $787M invested in STAG Industrial in 2013 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 54 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

7% more funds holding

Funds holding: 147 → 158 (+11)

9% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 54

2% more capital invested

Capital invested by funds: $772M → $787M (+$15.5M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3.38% less ownership

Funds ownership: 90.91% → 87.53% (-3.4%)

Holders
158
Holders Change
+11
Holders Change %
+7.48%
% of All Funds
4.59%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
22
Increased
59
Reduced
54
Closed
11
Calls
$14K
Puts
–
Net Calls
+$14K
Net Calls Change
+$402K

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$10.8M
2
O
OppenheimerFunds
New York
+$9.76M
3
GIM
Granahan Investment Management
Massachusetts
+$9.72M
4
AAMU
APG Asset Management US
New York
+$4.19M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.73M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$17.1M
2
IG
ING Group
Netherlands
-$5.05M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$4.56M
4
Cohen & Steers
Cohen & Steers
New York
-$3.51M
5
MPAM
Monarch Partners Asset Management
Massachusetts
-$2.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$6.61M +$892K +42,781 +15%
NC
27
NBW Capital
Massachusetts
$6.57M +$465K +22,290 +7%
LFFS
28
La Francaise Forum Securities
Connecticut
$6.15M +$40.9K +1,964 +0.7%
SAM
29
Securian Asset Management
Minnesota
$5.74M +$1.44M +69,300 +33%
SONJCPFA
30
State of New Jersey Common Pension Fund A
New Jersey
$5.61M +$1.98M +95,000 +53%
Deutsche Bank
31
Deutsche Bank
Germany
$5.14M -$700K -33,600 -12%
BG
32
BlackRock Group
United Kingdom
$4.99M +$179K +8,577 +4%
AQR Capital Management
33
AQR Capital Management
Connecticut
$4.98M -$821K -39,389 -14%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$4.95M +$2.73M +130,752 +117%
Invesco
35
Invesco
Georgia
$4.66M -$1.49M -71,632 -24%
MFIMFI
36
Mesirow Financial Investment Management - Fixed Income
Illinois
$4.39M +$169K +8,113 +4%
JHIU
37
Janus Henderson Investors US
Colorado
$4.33M -$262K -12,586 -6%
EWM
38
Endurance Wealth Management
Rhode Island
$4.31M +$293K +14,060 +7%
Citadel Advisors
39
Citadel Advisors
Florida
$4.28M +$1.03M +49,343 +31%
Geode Capital Management
40
Geode Capital Management
Massachusetts
$4.26M +$153K +7,338 +4%
TAM
41
Telemark Asset Management
Massachusetts
$4.08M – – –
FTI
42
Fiduciary Trust International
Massachusetts
$4.01M -$381K -18,298 -9%
TCIM
43
TIAA CREF Investment Management
New York
$4.01M -$41.2K -1,977 -1%
HSS
44
Harrison Street Securities
Illinois
$3.91M +$381K +18,270 +11%
USAA
45
United Services Automobile Association
Texas
$3.44M – – –
Renaissance Technologies
46
Renaissance Technologies
New York
$3.32M -$2.38M -114,400 -41%
Bank of America
47
Bank of America
North Carolina
$3.12M -$705K -33,827 -18%
KAM
48
Keeley Asset Management
Illinois
$3.08M +$179K +8,600 +6%
Asset Management One
49
Asset Management One
Japan
$3M -$82.7K -3,967 -3%
MLL
50
Moody Lynn & Lieberson
Massachusetts
$2.95M +$2.92K +140 +0.1%
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STAG Hedge Fund Activity: Q4 2013 in Review

158 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in STAG Industrial (STAG) for Q4 2013, worth a combined $787M — up 2% from $772M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new STAG positions and 11 closed out — a net gain of 11 holders — while 59 added to existing stakes and 54 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $10.8M. The largest seller was Wellington Management Group, cutting an estimated $17.1M.

  • 158 institutional investors held STAG Industrial (STAG) as of Q4 2013, up from 147 in Q3 2013.
  • Funds reported $787M of STAG Industrial stock for Q4 2013, up 2% quarter-over-quarter.
  • 22 funds opened new STAG Industrial positions in Q4 2013 and 11 closed out, a net change of +11 holders.
  • The largest STAG Industrial buyer in Q4 2013 was AllianceBernstein, an estimated $10.8M added.
  • The largest STAG Industrial seller in Q4 2013 was Wellington Management Group, an estimated $17.1M sold.

Based on aggregated 13F filings for Q4 2013.