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STAG Industrial

174 hedge funds and large institutions have $1.39B invested in STAG Industrial in 2014 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 88 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 46

37% more capital invested

Capital invested by funds: $1.01B → $1.39B (+$375M)

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

0% more funds holding

Funds holding: 174174 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.61% less ownership

Funds ownership: 88.63%88.02% (-0.61%)

80% less call options, than puts

Call options by funds: $84K | Put options by funds: $426K

Holders
174
Holders Change
Holders Change %
0%
% of All Funds
4.64%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
19
Increased
88
Reduced
46
Closed
17
Calls
$84K
Puts
$426K
Net Calls
-$342K
Net Calls Change
-$69K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$16.6M +$16M +676,870 New
EAM
27
Eagle Asset Management
Florida
$16.3M +$15.7M +665,106 New
Fidelity Investments
28
Fidelity Investments
Massachusetts
$15.8M -$18.4M -781,215 -55%
Franklin Resources
29
Franklin Resources
California
$13M -$75.5K -3,200 -0.6%
KCM
30
Kennedy Capital Management
Missouri
$12M +$341K +14,453 +3%
Citadel Advisors
31
Citadel Advisors
Florida
$12M +$4.21M +178,498 +58%
SAM
32
Securian Asset Management
Minnesota
$8.79M -$51.9K -2,200 -0.6%
Geode Capital Management
33
Geode Capital Management
Massachusetts
$8.71M +$1.84M +77,857 +28%
BIM
34
BlackRock Investment Management
Delaware
$8.65M -$216K -9,156 -3%
EBIM
35
Eagle Boston Investment Management
Massachusetts
$8.38M -$1.34M -56,659 -14%
Lazard Asset Management
36
Lazard Asset Management
New York
$7.27M +$2.35M +99,600 +51%
HSS
37
Harrison Street Securities
Illinois
$7.13M -$2.36M -99,994 -26%
Norges Bank
38
Norges Bank
Norway
$7.02M +$6.76M +286,700 New
State of New Jersey Common Pension Fund D
39
State of New Jersey Common Pension Fund D
New Jersey
$6.98M
FIM
40
Friedberg Investment Management
Texas
$6.57M +$64.9K +2,750 +1%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$6.06M +$1.68M +71,286 +41%
MFIMFI
42
Mesirow Financial Investment Management - Fixed Income
Illinois
$5.9M -$761K -32,236 -12%
MPAM
43
Monarch Partners Asset Management
Massachusetts
$5.82M -$492K -20,849 -8%
TCIM
44
TIAA CREF Investment Management
New York
$5.79M +$188K +7,980 +3%
EWM
45
Endurance Wealth Management
Rhode Island
$5.76M +$458K +19,400 +9%
BNP Paribas Asset Management
46
BNP Paribas Asset Management
France
$5.58M -$262K -11,093 -5%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$5.2M +$3.2M +135,600 +245%
Bank of America
48
Bank of America
North Carolina
$5.15M -$1.99M -84,454 -29%
MLL
49
Moody Lynn & Lieberson
Massachusetts
$5.12M +$17.9K +757 +0.4%
TIAAOA
50
Teachers Insurance & Annuity Association of America
New York
$4.92M +$1.87M +79,208 +65%

STAG Hedge Fund Activity: Q4 2014 in Review

174 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in STAG Industrial (STAG) for Q4 2014, worth a combined $1.39B — up 37% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new STAG positions and 17 closed out — a net gain of 2 holders — while 88 added to existing stakes and 46 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $33.7M. The largest seller was Fidelity Investments, cutting an estimated $18.4M.

  • 174 institutional investors held STAG Industrial (STAG) as of Q4 2014, unchanged from Q3 2014.
  • Funds reported $1.39B of STAG Industrial stock for Q4 2014, up 37% quarter-over-quarter.
  • 19 funds opened new STAG Industrial positions in Q4 2014 and 17 closed out, a net change of +2 holders.
  • The largest STAG Industrial buyer in Q4 2014 was Bank of New York Mellon, an estimated $33.7M added.
  • The largest STAG Industrial seller in Q4 2014 was Fidelity Investments, an estimated $18.4M sold.

Based on aggregated 13F filings for Q4 2014.