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STAG Industrial

491 hedge funds and large institutions have $5.44B invested in STAG Industrial in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 183 increasing their positions, 176 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more call options, than puts

Call options by funds: $8.3M | Put options by funds: $3.28M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

4% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 176

2% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 47

1% less funds holding

Funds holding: 497491 (-6)

2.26% less ownership

Funds ownership: 90%87.74% (-2.3%)

6% less capital invested

Capital invested by funds: $5.8B → $5.44B (-$355M)

Holders
491
Holders Change
-6
Holders Change %
-1.21%
% of All Funds
7.79%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
46
Increased
183
Reduced
176
Closed
47
Calls
$8.3M
Puts
$3.28M
Net Calls
+$5.01M
Net Calls Change
-$2.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HWP
476
Hibernia Wealth Partners
Louisiana
$2K +$2.1K +58 New
RFG
477
RFP Financial Group
Georgia
$1.93K
RWPA
478
Richard W. Paul & Associates
Michigan
$1.52K -$1.13K -31 -41%
EWA
479
EverSource Wealth Advisors
Alabama
$1.42K -$617 -17 -29%
BAAM
480
Baker Avenue Asset Management
California
$1.35K
FCA
481
FinTrust Capital Advisors
South Carolina
$1.31K -$726 -20 -34%
BHWM
482
Bay Harbor Wealth Management
Maryland
$1.14K
VWM
483
Venturi Wealth Management
Texas
$1.06K +$1.13K +31 New
FMP
484
Financial Management Professionals
Texas
$1K +$726 +20 New
NECFA
485
New England Capital Financial Advisors
Connecticut
$866
GI
486
Gradient Investments
Minnesota
$552 +$581 +16 New
MCM
487
Manchester Capital Management
Vermont
$415
VCM
488
Versant Capital Management
Arizona
$276
FGAM
489
Financial Gravity Asset Management
Texas
$271 +$327 +9 New
HWM
490
Horizons Wealth Management
North Carolina
$207
AP
491
Atwood & Palmer
Missouri
$7
PA
492
Paralel Advisors
Colorado
-$50.2M -1,400,000 Closed
Walleye Capital
493
Walleye Capital
New York
-$23.8M -664,206 Closed
BCM
494
Bridgeway Capital Management
Texas
-$8.06M -224,700 Closed
CC
495
Centiva Capital
New York
-$6.08M -169,447 Closed
NIG
496
NFJ Investment Group
Texas
-$4.14M -115,463 Closed
TC
497
TwinBeech Capital
New York
-$3.74M -104,296 Closed
State of Tennessee, Department of Treasury
498
State of Tennessee, Department of Treasury
Tennessee
-$3.24M -90,305 Closed
VIA
499
Vident Investment Advisory
Georgia
-$2.4M -67,023 Closed
CSS
500
Cubist Systematic Strategies
Connecticut
-$2.28M -63,538 Closed

STAG Hedge Fund Activity: Q3 2023 in Review

491 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in STAG Industrial (STAG) for Q3 2023, worth a combined $5.44B — down 6.1% from $5.8B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of STAG and 46 opened new positions — a net loss of 1 holder — while 176 trimmed existing stakes and 183 added.

The largest buyer was Heitman Real Estate Securities, adding an estimated $46M. The largest seller was Paralel Advisors, exiting entirely with an estimated $50.2M sold.

  • 491 institutional investors held STAG Industrial (STAG) as of Q3 2023, down from 497 in Q2 2023.
  • Funds reported $5.44B of STAG Industrial stock for Q3 2023, down 6.1% quarter-over-quarter.
  • 46 funds opened new STAG Industrial positions in Q3 2023 and 47 closed out, a net change of -1 holder.
  • The largest STAG Industrial buyer in Q3 2023 was Heitman Real Estate Securities, an estimated $46M added.
  • The largest STAG Industrial seller in Q3 2023 was Paralel Advisors, an estimated $50.2M sold.

Based on aggregated 13F filings for Q3 2023.