We are live on ! Find out more
STAG icon

STAG Industrial

181 hedge funds and large institutions have $995M invested in STAG Industrial in 2015 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 81 increasing their positions, 61 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 61

4% less funds holding

Funds holding: 189181 (-8)

5.84% less ownership

Funds ownership: 90.68%84.85% (-5.8%)

12% less capital invested

Capital invested by funds: $1.13B → $995M (-$133M)

27% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 26

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

81% less call options, than puts

Call options by funds: $406K | Put options by funds: $2.11M

Holders
181
Holders Change
-8
Holders Change %
-4.23%
% of All Funds
5.05%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
19
Increased
81
Reduced
61
Closed
26
Calls
$406K
Puts
$2.11M
Net Calls
-$1.71M
Net Calls Change
-$69K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$8.49M -$6.39M -339,394 -42%
BIM
27
BlackRock Investment Management
Delaware
$7.68M +$470K +24,940 +6%
SAM
28
Securian Asset Management
Minnesota
$7.56M +$407K +21,600 +5%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$7.51M -$9.15M -485,406 -54%
Luther King Capital Management (LKCM)
30
Luther King Capital Management (LKCM)
Texas
$7.37M -$7.17M -380,525 -48%
EWM
31
Endurance Wealth Management
Rhode Island
$7.29M -$63.7K -3,380 -0.9%
Geode Capital Management
32
Geode Capital Management
Massachusetts
$7.04M +$128K +6,775 +2%
TCIM
33
TIAA CREF Investment Management
New York
$6.56M -$55.2K -2,931 -0.8%
Retirement Systems of Alabama
34
Retirement Systems of Alabama
Alabama
$6.52M
Ameriprise
35
Ameriprise
Minnesota
$6.27M -$4.02M -213,135 -38%
Federated Hermes
36
Federated Hermes
Pennsylvania
$6.22M -$2.48M -131,490 -28%
PFC
37
Phocas Financial Corp
California
$6.08M +$414K +21,959 +7%
CGC
38
Cloud Gate Capital
Illinois
$6.01M +$1.19M +63,158 +24%
Bank of America
39
Bank of America
North Carolina
$5.54M +$2.03M +107,539 +55%
Janus Henderson Group
40
Janus Henderson Group
United Kingdom
$5.29M -$4.22M -223,970 -44%
Invesco
41
Invesco
Georgia
$5.26M +$971K +51,525 +22%
State of New Jersey Common Pension Fund D
42
State of New Jersey Common Pension Fund D
New Jersey
$5.1M +$188K +10,000 +4%
FIM
43
Friedberg Investment Management
Texas
$4.8M -$83.7K -4,440 -2%
EBIM
44
Eagle Boston Investment Management
Massachusetts
$4.51M +$1.03M +54,470 +28%
GHF
45
Good Harbor Financial
Illinois
$4.36M +$4.51M +239,162 New
MFIMFI
46
Mesirow Financial Investment Management - Fixed Income
Illinois
$4.32M -$110K -5,856 -2%
LFFS
47
La Francaise Forum Securities
Connecticut
$4.04M +$7.07K +375 +0.2%
Lazard Asset Management
48
Lazard Asset Management
New York
$3.88M -$1.48M -78,700 -27%
BNP Paribas Asset Management
49
BNP Paribas Asset Management
France
$3.71M +$110K +5,843 +3%
CS
50
Credit Suisse
Switzerland
$3.56M +$1.1M +58,393 +43%

STAG Hedge Fund Activity: Q3 2015 in Review

181 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in STAG Industrial (STAG) for Q3 2015, worth a combined $995M — down 12% from $1.13B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of STAG and 19 opened new positions — a net loss of 7 holders — while 61 trimmed existing stakes and 81 added.

The largest buyer was Goldman Sachs, adding an estimated $20.5M. The largest seller was Cohen & Steers, exiting entirely with an estimated $33.7M sold.

  • 181 institutional investors held STAG Industrial (STAG) as of Q3 2015, down from 189 in Q2 2015.
  • Funds reported $995M of STAG Industrial stock for Q3 2015, down 12% quarter-over-quarter.
  • 19 funds opened new STAG Industrial positions in Q3 2015 and 26 closed out, a net change of -7 holders.
  • The largest STAG Industrial buyer in Q3 2015 was Goldman Sachs, an estimated $20.5M added.
  • The largest STAG Industrial seller in Q3 2015 was Cohen & Steers, an estimated $33.7M sold.

Based on aggregated 13F filings for Q3 2015.