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STAG Industrial
STAG

240 hedge funds and large institutions have $2.25B invested in STAG Industrial in 2017 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 92 increasing their positions, 68 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

416% more call options, than puts

Call options by funds: $702K | Put options by funds: $136K

95% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 20

35% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 68

7% more funds holding

Funds holding: 225 → 240 (+15)

2.6% more ownership

Funds ownership: 84.78% → 87.38% (+2.6%)

5% more capital invested

Capital invested by funds: $2.15B → $2.25B (+$97.9M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
240
Holders Change
+15
Holders Change %
+6.67%
% of All Funds
5.44%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
39
Increased
92
Reduced
68
Closed
20
Calls
$702K
Puts
$136K
Net Calls
+$566K
Net Calls Change
-$26K

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$28.7M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$18.7M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$17M
4
Millennium Management
Millennium Management
New York
+$16.3M
5
Principal Financial Group
Principal Financial Group
Iowa
+$10.5M

Top Sellers

Rank Fund Capital Flow
1
American Century Companies
American Century Companies
Missouri
-$15.5M
2
Invesco
Invesco
Georgia
-$9.77M
3
ORI
Oak Ridge Investments
Illinois
-$7.28M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$7.02M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$4.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
26
Eagle Asset Management
Florida
$16.9M -$37.8K -1,353 -0.2%
Allianz Asset Management
27
Allianz Asset Management
Germany
$16.1M +$1.13M +40,330 +7%
Balyasny Asset Management
28
Balyasny Asset Management
Illinois
$14.6M +$2.19M +78,249 +17%
TCIM
29
TIAA CREF Investment Management
New York
$13.3M +$2.21M +78,928 +19%
Charles Schwab
30
Charles Schwab
California
$12M +$1.28M +45,614 +12%
Morgan Stanley
31
Morgan Stanley
New York
$11.2M +$275K +9,824 +2%
Neuberger Berman Group
32
Neuberger Berman Group
New York
$10.9M -$853K -30,505 -7%
Bank of America
33
Bank of America
North Carolina
$10.9M +$662K +23,664 +6%
Ameriprise
34
Ameriprise
Minnesota
$10.8M +$1.67M +59,672 +18%
EWM
35
Endurance Wealth Management
Rhode Island
$10.7M +$2.1K +75 +0%
State of New Jersey Common Pension Fund D
36
State of New Jersey Common Pension Fund D
New Jersey
$10.3M +$14K +500 +0.1%
Comerica Bank
37
Comerica Bank
Texas
$9.91M +$2.65M +94,644 +33%
Goldman Sachs
38
Goldman Sachs
New York
$9.42M +$1.04M +37,031 +12%
WRF
39
Waddell & Reed Financial
Kansas
$9.03M +$25.2K +900 +0.3%
EBIM
40
Eagle Boston Investment Management
Massachusetts
$8.21M +$369K +13,210 +5%
ACB
41
Aristotle Capital Boston
Massachusetts
$8.11M +$924K +33,044 +13%
PAM
42
Panagora Asset Management
Massachusetts
$7.85M -$151K -5,408 -2%
MFWM
43
Motley Fool Wealth Management
Virginia
$7.57M +$516K +18,459 +7%
CS
44
Credit Suisse
Switzerland
$7.52M -$137K -4,915 -2%
Legal & General Group
45
Legal & General Group
United Kingdom
$7.49M +$270K +9,664 +4%
GIM
46
Granahan Investment Management
Massachusetts
$6.94M +$197K +7,050 +3%
MNG
47
Manning & Napier Group
New York
$6.83M +$6.99M +249,860 New
UBS AM
48
UBS AM
Illinois
$5.86M +$961K +34,388 +19%
RA
49
RMR Advisors
Massachusetts
$5.73M +$839K +30,000 +17%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$5.5M +$2.94M +105,098 +110%
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STAG Hedge Fund Activity: Q4 2017 in Review

240 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in STAG Industrial (STAG) for Q4 2017, worth a combined $2.25B — up 4.6% from $2.15B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new STAG positions and 20 closed out — a net gain of 19 holders — while 92 added to existing stakes and 68 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $28.7M. The largest seller was American Century Companies, cutting an estimated $15.5M.

  • 240 institutional investors held STAG Industrial (STAG) as of Q4 2017, up from 225 in Q3 2017.
  • Funds reported $2.25B of STAG Industrial stock for Q4 2017, up 4.6% quarter-over-quarter.
  • 39 funds opened new STAG Industrial positions in Q4 2017 and 20 closed out, a net change of +19 holders.
  • The largest STAG Industrial buyer in Q4 2017 was AllianceBernstein, an estimated $28.7M added.
  • The largest STAG Industrial seller in Q4 2017 was American Century Companies, an estimated $15.5M sold.

Based on aggregated 13F filings for Q4 2017.