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STAG Industrial

403 hedge funds and large institutions have $4.52B invested in STAG Industrial in 2022 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 181 increasing their positions, 131 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

38% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 131

3.91% more ownership

Funds ownership: 84.74%88.65% (+3.9%)

4% less capital invested

Capital invested by funds: $4.69B → $4.52B (-$172M)

9% less call options, than puts

Call options by funds: $4.5M | Put options by funds: $4.93M

7% less funds holding

Funds holding: 432403 (-29)

44% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 62

Holders
403
Holders Change
-29
Holders Change %
-6.71%
% of All Funds
6.94%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
35
Increased
181
Reduced
131
Closed
62
Calls
$4.5M
Puts
$4.93M
Net Calls
-$435K
Net Calls Change
-$3.08M
Name Holding Trade Value Shares
Change
Change in
Stake
DRZID
26
DePrince Race & Zollo Inc (DRZ)
Florida
$40.4M +$44.8M +1,420,809 New
JP Morgan Chase
27
JP Morgan Chase
New York
$37.6M -$4.5M -142,932 -10%
Wells Fargo
28
Wells Fargo
California
$36.9M +$54.1K +1,716 +0.1%
Morgan Stanley
29
Morgan Stanley
New York
$36.5M +$2.83M +89,827 +8%
Legal & General Group
30
Legal & General Group
United Kingdom
$36.3M -$1.91M -60,654 -5%
FCM
31
Frontier Capital Management
Massachusetts
$35M +$1.77M +56,056 +5%
PA
32
Paralel Advisors
Colorado
$33.2M +$5.26M +167,074 +17%
ACB
33
Aristotle Capital Boston
Massachusetts
$30.2M -$2.32M -73,621 -6%
UBS AM
34
UBS AM
Illinois
$26.6M -$2.05M -65,122 -6%
Franklin Resources
35
Franklin Resources
California
$26.4M +$21.6M +684,123 +281%
Bank of America
36
Bank of America
North Carolina
$25.7M +$1.55M +49,188 +6%
Victory Capital Management
37
Victory Capital Management
Texas
$24.4M -$814K -25,845 -3%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$20.4M +$8.1K +257 +0%
MHI
39
Miller Howard Investments
New York
$18.9M -$488K -15,479 -2%
LI
40
Leeward Investments
Massachusetts
$17.9M +$19.8M +628,453 New
Point72 Asset Management
41
Point72 Asset Management
Connecticut
$17.6M +$16.4M +521,383 +536%
Russell Investments Group
42
Russell Investments Group
United Kingdom
$14.1M +$4.58M +145,330 +41%
VLKIM
43
Van Lanschot Kempen Investment Management
Netherlands
$13.8M +$3.13M +99,400 +26%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$12.6M +$2.98M +94,587 +27%
FWIA
45
Fort Washington Investment Advisors
Ohio
$12.6M +$2.39M +75,970 +21%
Swiss National Bank
46
Swiss National Bank
Switzerland
$12.1M +$183K +5,800 +1%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$11.9M -$24.9K -790 -0.2%
Asset Management One
48
Asset Management One
Japan
$11.9M -$26.2K -833 -0.2%
Loomis, Sayles & Company
49
Loomis, Sayles & Company
Massachusetts
$11.7M +$2.02M +64,068 +18%
Deutsche Bank
50
Deutsche Bank
Germany
$11.6M -$8.21M -260,573 -39%

STAG Hedge Fund Activity: Q3 2022 in Review

403 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in STAG Industrial (STAG) for Q3 2022, worth a combined $4.52B — down 3.7% from $4.69B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of STAG and 35 opened new positions — a net loss of 27 holders — while 131 trimmed existing stakes and 181 added.

The largest buyer was Janus Henderson Group, adding an estimated $215M. The largest seller was Massachusetts Financial Services, cutting an estimated $66.5M.

  • 403 institutional investors held STAG Industrial (STAG) as of Q3 2022, down from 432 in Q2 2022.
  • Funds reported $4.52B of STAG Industrial stock for Q3 2022, down 3.7% quarter-over-quarter.
  • 35 funds opened new STAG Industrial positions in Q3 2022 and 62 closed out, a net change of -27 holders.
  • The largest STAG Industrial buyer in Q3 2022 was Janus Henderson Group, an estimated $215M added.
  • The largest STAG Industrial seller in Q3 2022 was Massachusetts Financial Services, an estimated $66.5M sold.

Based on aggregated 13F filings for Q3 2022.