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STAG Industrial

326 hedge funds and large institutions have $3.99B invested in STAG Industrial in 2019 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 134 increasing their positions, 76 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 76

57% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 35

8% more capital invested

Capital invested by funds: $3.7B → $3.99B (+$291M)

6% more funds holding

Funds holding: 309326 (+17)

0.79% more ownership

Funds ownership: 94.33%95.12% (+0.79%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

40% less call options, than puts

Call options by funds: $1.45M | Put options by funds: $2.4M

Holders
326
Holders Change
+17
Holders Change %
+5.5%
% of All Funds
6.42%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
55
Increased
134
Reduced
76
Closed
35
Calls
$1.45M
Puts
$2.4M
Net Calls
-$950K
Net Calls Change
-$640K
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
26
Federated Hermes
Pennsylvania
$31.3M +$12.1M +395,446 +66%
ACB
27
Aristotle Capital Boston
Massachusetts
$29.9M +$1.82M +59,296 +7%
Charles Schwab
28
Charles Schwab
California
$29.5M +$1.74M +56,691 +6%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$27.2M -$232K -7,573 -0.9%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$26.9M -$377K -12,300 -1%
NIMC
31
NWQ Investment Management Company
California
$24.9M -$3.67M -119,584 -13%
RJA
32
Raymond James & Associates
Florida
$24M -$2.88M -94,109 -11%
VOYA Investment Management
33
VOYA Investment Management
Georgia
$21.5M +$7.49M +244,493 +56%
Millennium Management
34
Millennium Management
New York
$20.4M +$15.9M +520,284 +417%
UBS AM
35
UBS AM
Illinois
$20.2M +$2.01M +65,426 +11%
Renaissance Technologies
36
Renaissance Technologies
New York
$20.2M +$9.21M +300,500 +89%
WRF
37
Waddell & Reed Financial
Kansas
$19.9M +$267K +8,722 +1%
Legal & General Group
38
Legal & General Group
United Kingdom
$19.6M +$2.16M +70,336 +13%
Morgan Stanley
39
Morgan Stanley
New York
$19.5M +$4.49M +146,352 +31%
JP Morgan Chase
40
JP Morgan Chase
New York
$18.8M +$4.43M +144,437 +32%
CIP
41
Chartwell Investment Partners
Pennsylvania
$17.5M +$1.52M +49,583 +10%
DGHMC
42
Dalton, Greiner, Hartman, Maher & Co
New York
$16.4M -$1.36M -44,352 -8%
EAM
43
Eagle Asset Management
Florida
$16.1M -$888K -28,979 -5%
Marshall Wace
44
Marshall Wace
United Kingdom
$14.2M -$26.2M -853,516 -65%
Asset Management One
45
Asset Management One
Japan
$13.6M +$794K +25,907 +6%
Stifel Financial
46
Stifel Financial
Missouri
$12.8M +$1.39M +45,339 +13%
Lord, Abbett & Co
47
Lord, Abbett & Co
New Jersey
$12.3M -$512K -16,700 -4%
Allianz Asset Management
48
Allianz Asset Management
Germany
$12.2M -$1.48M -48,318 -11%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$11.9M +$3.9M +127,310 +51%
EWM
50
Endurance Wealth Management
Rhode Island
$11.4M +$224K +7,300 +2%

STAG Hedge Fund Activity: Q4 2019 in Review

326 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in STAG Industrial (STAG) for Q4 2019, worth a combined $3.99B — up 7.9% from $3.7B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new STAG positions and 35 closed out — a net gain of 20 holders — while 134 added to existing stakes and 76 trimmed.

The largest buyer was BlackRock, adding an estimated $50.6M. The largest seller was Zimmer Partners, exiting entirely with an estimated $44.2M sold.

  • 326 institutional investors held STAG Industrial (STAG) as of Q4 2019, up from 309 in Q3 2019.
  • Funds reported $3.99B of STAG Industrial stock for Q4 2019, up 7.9% quarter-over-quarter.
  • 55 funds opened new STAG Industrial positions in Q4 2019 and 35 closed out, a net change of +20 holders.
  • The largest STAG Industrial buyer in Q4 2019 was BlackRock, an estimated $50.6M added.
  • The largest STAG Industrial seller in Q4 2019 was Zimmer Partners, an estimated $44.2M sold.

Based on aggregated 13F filings for Q4 2019.