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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
EBA
476
Eagle Bay Advisors
New York
$6.46K -$41.9K -1,181 -88%
LC
477
Lindbrook Capital
California
$6.05K -$497 -14 -8%
RDFA
478
Ritter Daniher Financial Advisory
Ohio
$5.89K
GEA
479
Glen Eagle Advisors
New Jersey
$5.79K
BFPW
480
BOK Financial Private Wealth
Colorado
$5.43K +$4.9K +138 New
AWM
481
Avior Wealth Management
Nebraska
$5.1K
GWS
482
Glassman Wealth Services
Virginia
$5.07K
FHA
483
First Horizon Advisors
Tennessee
$4.67K
HI
484
Harbour Investments
Wisconsin
$4.42K +$71 +2 +2%
NRG
485
Nemes Rush Group
Michigan
$4.32K
CA
486
Clearstead Advisors
Ohio
$4.12K -$3.73K -105 -50%
BGAI
487
Bruce G. Allen Investments
Colorado
$4.04K +$3.66K +103 New
AW
488
Avion Wealth
Texas
$4K -$497 -14 -12%
LA
489
LM Advisors
California
$3.81K +$3.44K +97 New
RCM
490
Raleigh Capital Management
North Carolina
$3.74K
IWA
491
IBEX Wealth Advisors
New Jersey
$3.49K -$3.21M -90,412 -100%
LF
492
Lee Financial
Texas
$3.34K +$3.02K +85 New
JSAM
493
J. Safra Asset Management
New York
$3.22K +$2.91K +82 New
CAL
494
Capital Advisors Ltd
Ohio
$3K
FMII
495
Farmers & Merchants Investments Inc
Nebraska
$2.94K
FFA
496
Farther Finance Advisors
California
$2.59K +$2.34K +66 New
GWMIA
497
Global Wealth Management Investment Advisory
Florida
$2.36K
S
498
Sachetta
Massachusetts
$2.29K +$2.06K +58 New
PWMG
499
Private Wealth Management Group
New Jersey
$2.04K +$1.85K +52 New
AAP
500
Arax Advisory Partners
Colorado
$1.77K -$56.8K -1,601 -97%

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.