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STAG Industrial

515 hedge funds and large institutions have $6.39B invested in STAG Industrial in 2023 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 189 increasing their positions, 171 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

458% more call options, than puts

Call options by funds: $10M | Put options by funds: $1.8M

68% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 44

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

17% more capital invested

Capital invested by funds: $5.44B → $6.39B (+$947M)

11% more repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 171

5% more funds holding

Funds holding: 491515 (+24)

1.84% more ownership

Funds ownership: 87.74%89.58% (+1.8%)

Holders
515
Holders Change
+24
Holders Change %
+4.89%
% of All Funds
7.51%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
74
Increased
189
Reduced
171
Closed
44
Calls
$10M
Puts
$1.8M
Net Calls
+$8.23M
Net Calls Change
+$3.21M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$52.9M -$478K -13,472 -1%
JP Morgan Chase
27
JP Morgan Chase
New York
$47.9M +$89.8K +2,529 +0.2%
Goldman Sachs
28
Goldman Sachs
New York
$45.7M -$3.44M -96,850 -8%
UBS AM
29
UBS AM
Illinois
$45.4M +$3.24M +91,275 +9%
Cohen & Steers
30
Cohen & Steers
New York
$44M +$36M +1,013,926 +944%
Bank of America
31
Bank of America
North Carolina
$43.7M +$2.48M +69,823 +7%
SBH
32
Segall Bryant & Hamill
Illinois
$43.6M +$2.91M +81,924 +8%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$42.4M +$28.1M +790,794 +275%
FCM
34
Frontier Capital Management
Massachusetts
$40.7M -$6.19M -174,265 -14%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$40.5M -$3.53M -99,398 -9%
ACB
36
Aristotle Capital Boston
Massachusetts
$39.2M -$1.08M -30,355 -3%
Prudential Financial
37
Prudential Financial
New Jersey
$38.8M +$33.1M +932,899 +1,661%
Alyeska Investment Group
38
Alyeska Investment Group
Illinois
$38.8M +$19.8M +557,290 +130%
William Blair Investment Management
39
William Blair Investment Management
Illinois
$37.3M -$643K -18,126 -2%
Ameriprise
40
Ameriprise
Minnesota
$37.1M -$6.44M -181,450 -16%
Federated Hermes
41
Federated Hermes
Pennsylvania
$35.9M -$12.6M -354,089 -28%
Westfield Capital Management
42
Westfield Capital Management
Massachusetts
$33.8M +$6.04M +170,056 +25%
HRES
43
Heitman Real Estate Securities
Illinois
$32.4M -$16.7M -469,540 -36%
CIC
44
Crawford Investment Counsel
Georgia
$30.1M -$263K -7,406 -1%
Principal Financial Group
45
Principal Financial Group
Iowa
$29.4M +$948K +26,700 +4%
Daiwa Securities Group
46
Daiwa Securities Group
Japan
$26.3M +$21.1M +594,076 +789%
MHI
47
Miller Howard Investments
New York
$25.6M -$417K -11,742 -2%
WCM
48
Wedge Capital Management
North Carolina
$24.4M -$291K -8,209 -1%
Barclays
49
Barclays
United Kingdom
$21.6M +$7.98M +224,747 +69%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$21.5M -$428K -12,045 -2%

STAG Hedge Fund Activity: Q4 2023 in Review

515 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in STAG Industrial (STAG) for Q4 2023, worth a combined $6.39B — up 17% from $5.44B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new STAG positions and 44 closed out — a net gain of 30 holders — while 189 added to existing stakes and 171 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $100M. The largest seller was DePrince Race & Zollo Inc (DRZ), exiting entirely with an estimated $39.8M sold.

  • 515 institutional investors held STAG Industrial (STAG) as of Q4 2023, up from 491 in Q3 2023.
  • Funds reported $6.39B of STAG Industrial stock for Q4 2023, up 17% quarter-over-quarter.
  • 74 funds opened new STAG Industrial positions in Q4 2023 and 44 closed out, a net change of +30 holders.
  • The largest STAG Industrial buyer in Q4 2023 was Deutsche Bank, an estimated $100M added.
  • The largest STAG Industrial seller in Q4 2023 was DePrince Race & Zollo Inc (DRZ), an estimated $39.8M sold.

Based on aggregated 13F filings for Q4 2023.