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STAG Industrial

199 hedge funds and large institutions have $1B invested in STAG Industrial in 2015 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 74 increasing their positions, 60 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 14

34% more call options, than puts

Call options by funds: $1.72M | Put options by funds: $1.29M

23% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 60

10% more funds holding

Funds holding: 181199 (+18)

1% more capital invested

Capital invested by funds: $995M → $1B (+$7.56M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.44% less ownership

Funds ownership: 84.85%83.41% (-1.4%)

Holders
199
Holders Change
+18
Holders Change %
+9.94%
% of All Funds
5.22%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
33
Increased
74
Reduced
60
Closed
14
Calls
$1.72M
Puts
$1.29M
Net Calls
+$432K
Net Calls Change
+$2.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$8.9M -$786K -40,343 -8%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$8.2M +$622K +31,924 +8%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$7.7M +$599K +30,747 +8%
UBS Group
29
UBS Group
Switzerland
$7.46M -$1.21M -61,937 -13%
BIM
30
BlackRock Investment Management
Delaware
$7.37M -$430K -22,068 -5%
Deutsche Bank
31
Deutsche Bank
Germany
$6.92M +$4.31M +220,956 +143%
EWM
32
Endurance Wealth Management
Rhode Island
$6.88M +$71K +3,645 +1%
Retirement Systems of Alabama
33
Retirement Systems of Alabama
Alabama
$6.61M
PFC
34
Phocas Financial Corp
California
$6.59M +$455K +23,342 +7%
Federated Hermes
35
Federated Hermes
Pennsylvania
$6.1M -$218K -11,205 -3%
CC
36
Cedar Capital
Illinois
$5.89M +$6.22M +319,227 New
Ameriprise
37
Ameriprise
Minnesota
$5.56M -$836K -42,909 -12%
State of New Jersey Common Pension Fund D
38
State of New Jersey Common Pension Fund D
New Jersey
$5.17M
TCIM
39
TIAA CREF Investment Management
New York
$5.03M -$1.7M -87,163 -24%
SAM
40
Securian Asset Management
Minnesota
$4.92M -$2.89M -148,500 -36%
Morgan Stanley
41
Morgan Stanley
New York
$4.72M +$2.04M +104,831 +69%
BlackRock
42
BlackRock
New York
$4.59M +$3.51M +180,106 +261%
EBIM
43
Eagle Boston Investment Management
Massachusetts
$4.54M -$33.3K -1,709 -0.7%
FIM
44
Friedberg Investment Management
Texas
$4.32M -$568K -29,160 -11%
CS
45
Credit Suisse
Switzerland
$4.29M +$730K +37,458 +19%
SCM
46
Sterling Capital Management
North Carolina
$4.26M +$4.5M +230,735 New
Charles Schwab
47
Charles Schwab
California
$4.14M +$685K +35,167 +19%
Bank of America
48
Bank of America
North Carolina
$4.08M -$1.62M -83,182 -27%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$3.88M +$1.44M +74,112 +54%
BNP Paribas Asset Management
50
BNP Paribas Asset Management
France
$3.85M +$97.8K +5,017 +2%

STAG Hedge Fund Activity: Q4 2015 in Review

199 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in STAG Industrial (STAG) for Q4 2015, worth a combined $1B — up 0.76% from $995M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new STAG positions and 14 closed out — a net gain of 19 holders — while 74 added to existing stakes and 60 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $13.8M. The largest seller was AllianceBernstein, cutting an estimated $31.1M.

  • 199 institutional investors held STAG Industrial (STAG) as of Q4 2015, up from 181 in Q3 2015.
  • Funds reported $1B of STAG Industrial stock for Q4 2015, up 0.76% quarter-over-quarter.
  • 33 funds opened new STAG Industrial positions in Q4 2015 and 14 closed out, a net change of +19 holders.
  • The largest STAG Industrial buyer in Q4 2015 was VOYA Investment Management, an estimated $13.8M added.
  • The largest STAG Industrial seller in Q4 2015 was AllianceBernstein, an estimated $31.1M sold.

Based on aggregated 13F filings for Q4 2015.