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STAG Industrial

207 hedge funds and large institutions have $1.61B invested in STAG Industrial in 2016 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 93 increasing their positions, 49 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 20

90% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 49

14% more capital invested

Capital invested by funds: $1.41B → $1.61B (+$200M)

7.51% more ownership

Funds ownership: 81.93%89.44% (+7.5%)

7% more funds holding

Funds holding: 193207 (+14)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

48% less call options, than puts

Call options by funds: $1.88M | Put options by funds: $3.61M

Holders
207
Holders Change
+14
Holders Change %
+7.25%
% of All Funds
5.17%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
38
Increased
93
Reduced
49
Closed
20
Calls
$1.88M
Puts
$3.61M
Net Calls
-$1.73M
Net Calls Change
-$5.84M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$13.8M +$7.45M +323,386 +126%
Neuberger Berman Group
27
Neuberger Berman Group
New York
$13.6M -$1.54M -66,688 -10%
VOYA Investment Management
28
VOYA Investment Management
Georgia
$13.2M +$1.05M +45,738 +9%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$12.7M +$1.91M +82,921 +18%
EAM
30
Eagle Asset Management
Florida
$12.2M +$10K +435 +0.1%
BlackRock
31
BlackRock
New York
$10.9M +$1.26M +54,564 +14%
Deutsche Bank
32
Deutsche Bank
Germany
$9.26M +$681K +29,571 +8%
BIM
33
BlackRock Investment Management
Delaware
$8.93M -$322K -13,973 -4%
EWM
34
Endurance Wealth Management
Rhode Island
$8.85M +$161K +7,000 +2%
Goldman Sachs
35
Goldman Sachs
New York
$8.1M -$39.5M -1,713,701 -83%
AllianceBernstein
36
AllianceBernstein
Tennessee
$7.85M +$2.8M +121,448 +59%
Invesco
37
Invesco
Georgia
$7.07M -$1.26M -54,538 -16%
Charles Schwab
38
Charles Schwab
California
$6.9M +$718K +31,170 +12%
Comerica Bank
39
Comerica Bank
Texas
$6.83M +$3.78M +163,919 +134%
TCIM
40
TIAA CREF Investment Management
New York
$6.79M +$764K +33,188 +13%
State of New Jersey Common Pension Fund D
41
State of New Jersey Common Pension Fund D
New Jersey
$6.33M
WRF
42
Waddell & Reed Financial
Kansas
$6.28M -$1.47M -63,600 -19%
EBIM
43
Eagle Boston Investment Management
Massachusetts
$6.28M -$14.1K -613 -0.2%
Ameriprise
44
Ameriprise
Minnesota
$5.88M +$2.06M +89,246 +57%
ACB
45
Aristotle Capital Boston
Massachusetts
$5.86M +$411K +17,857 +8%
Luther King Capital Management (LKCM)
46
Luther King Capital Management (LKCM)
Texas
$5.68M -$1.4M -60,660 -20%
BCCM
47
Bridge Creek Capital Management
Massachusetts
$5.37M -$25.9K -1,125 -0.5%
MFWM
48
Motley Fool Wealth Management
Virginia
$5.11M +$169K +7,325 +4%
FIM
49
Friedberg Investment Management
Texas
$5.03M -$5.76K -250 -0.1%
Citadel Advisors
50
Citadel Advisors
Florida
$4.82M +$4.25M +184,543 +1,069%

STAG Hedge Fund Activity: Q4 2016 in Review

207 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in STAG Industrial (STAG) for Q4 2016, worth a combined $1.61B — up 14% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new STAG positions and 20 closed out — a net gain of 18 holders — while 93 added to existing stakes and 49 trimmed.

The largest buyer was Nuveen, adding an estimated $54.6M. The largest seller was Goldman Sachs, cutting an estimated $39.5M.

  • 207 institutional investors held STAG Industrial (STAG) as of Q4 2016, up from 193 in Q3 2016.
  • Funds reported $1.61B of STAG Industrial stock for Q4 2016, up 14% quarter-over-quarter.
  • 38 funds opened new STAG Industrial positions in Q4 2016 and 20 closed out, a net change of +18 holders.
  • The largest STAG Industrial buyer in Q4 2016 was Nuveen, an estimated $54.6M added.
  • The largest STAG Industrial seller in Q4 2016 was Goldman Sachs, an estimated $39.5M sold.

Based on aggregated 13F filings for Q4 2016.