We are live on ! Find out more
STAG icon

STAG Industrial
STAG

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: 2 → 3 (+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: 491 → 515 (+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

Top Buyers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
+$100M
2
Morgan Stanley
Morgan Stanley
New York
+$53.7M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$48.7M
4
Cohen & Steers
Cohen & Steers
New York
+$36M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$34.1M

Top Sellers

Rank Fund Capital Flow
1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$39.8M
2
WMSA
Weiss Multi-Strategy Advisers
New York
-$34.7M
3
Millennium Management
Millennium Management
New York
-$34.6M
4
Northern Trust
Northern Trust
Illinois
-$17.3M
5
HRES
Heitman Real Estate Securities
Illinois
-$16.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
RWPA
501
Richard W. Paul & Associates
Michigan
$1.73K – – –
PA
502
Pineridge Advisors
Missouri
$1.69K +$1.53K +43 New
FCA
503
FinTrust Capital Advisors
South Carolina
$1.49K – – –
RIL
504
Rothschild Investment LLC
Illinois
$1.41K +$1.28K +36 New
BHWM
505
Bay Harbor Wealth Management
Maryland
$1.3K – – –
VWM
506
Venturi Wealth Management
Texas
$1.22K – – –
RFG
507
REAP Financial Group
Texas
$1.06K +$958 +27 New
FMP
508
Financial Management Professionals
Texas
$1K – – –
NECFA
509
New England Capital Financial Advisors
Connecticut
$996 – – –
CSC
510
Caldwell Sutter Capital
California
$942 +$852 +24 New
FGAM
511
Financial Gravity Asset Management
Texas
$654 +$355 +10 +111%
GI
512
Gradient Investments
Minnesota
$628 – – –
VCM
513
Versant Capital Management
Arizona
$314 – – –
HWM
514
Horizons Wealth Management
North Carolina
$236 – – –
DRZID
515
DePrince Race & Zollo Inc (DRZ)
Florida
– -$39.8M -1,153,778 Closed
WMSA
516
Weiss Multi-Strategy Advisers
New York
– -$34.7M -1,006,204 Closed
Point72 Asset Management
517
Point72 Asset Management
Connecticut
– -$10.8M -312,486 Closed
HF
518
HRT Financial
New York
– -$7.01M -203,288 Closed
TF
519
Trek Financial
Arizona
– -$5.26M -152,364 Closed
Mackenzie Financial
520
Mackenzie Financial
Ontario, Canada
– -$4.96M -148,532 Closed
MNG
521
Manning & Napier Group
New York
– -$3.32M -96,271 Closed
KOCAA
522
Knights of Columbus Asset Advisors
Connecticut
– -$2.89M -83,801 Closed
ECM
523
ExodusPoint Capital Management
New York
– -$2.54M -73,621 Closed
CM
524
Churchill Management
California
– -$1.83M -53,054 Closed
GCM
525
Greenland Capital Management
New York
– -$1.83M -53,000 Closed
19 20
21
22 23

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.