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STAG Industrial
STAG

147 hedge funds and large institutions have $772M invested in STAG Industrial in 2013 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 55 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.32% more ownership

Funds ownership: 87.59% → 90.91% (+3.3%)

5% more capital invested

Capital invested by funds: $738M → $772M (+$34.3M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

1% less funds holding

Funds holding: 148 → 147 (-1)

4% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 57

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $388K

Holders
147
Holders Change
-1
Holders Change %
-0.68%
% of All Funds
4.77%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
13
Increased
55
Reduced
57
Closed
13
Calls
–
Puts
$388K
Net Calls
-$388K
Net Calls Change
-$73K

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$34.7M
2
Prudential Financial
Prudential Financial
New Jersey
+$20M
3
Wells Fargo
Wells Fargo
California
+$9.73M
4
Lazard Asset Management
Lazard Asset Management
New York
+$6.53M
5
IG
ING Group
Netherlands
+$5.14M

Top Sellers

Rank Fund Capital Flow
1
CS
Credit Suisse
Switzerland
-$25.9M
2
BPIM
Brant Point Investment Management
New York
-$5.31M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$4.69M
4
JP Morgan Chase
JP Morgan Chase
New York
-$4.63M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$4.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWNA
51
Marshall Wace North America
New York
$3.04M +$3.09M +151,227 New
MLL
52
Moody Lynn & Lieberson
Massachusetts
$2.91M -$10.3K -502 -0.3%
Millennium Management
53
Millennium Management
New York
$2.88M +$1.16M +56,550 +65%
KAM
54
Keeley Asset Management
Illinois
$2.87M +$306K +15,000 +12%
ACA
55
Anchor Capital Advisors
Massachusetts
$2.29M +$130K +6,345 +6%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$2.25M +$1.91M +93,517 +512%
SO
57
STRS Ohio
Ohio
$2.11M -$421K -20,600 -16%
TIAAOA
58
Teachers Insurance & Annuity Association of America
New York
$2.11M -$100K -4,910 -4%
MPM
59
Meritage Portfolio Management
Kansas
$2.08M +$2.11M +103,120 New
Charles Schwab
60
Charles Schwab
California
$2.06M +$101K +4,950 +5%
AM
61
Account Management
Massachusetts
$1.99M +$2.02M +98,750 New
CPIM
62
Columbia Partners Investment Management
Virginia
$1.75M +$1.78M +86,980 New
MAA
63
Managed Account Advisors
New Jersey
$1.72M +$729K +35,671 +71%
SONJCPFE
64
State of New Jersey Common Pension Fund E
New Jersey
$1.71M – – –
BREA
65
Barings Real Estate Advisers
Connecticut
$1.69M +$37K +1,810 +2%
CS
66
Credit Suisse
Switzerland
$1.64M -$25.9M -1,270,113 -94%
RA
67
RMR Advisors
Massachusetts
$1.63M – – –
Macquarie Group
68
Macquarie Group
Australia
$1.6M -$391K -19,120 -19%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$1.51M +$49.6K +2,427 +3%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$1.49M +$1.52M +74,197 New
SAM
71
Shikiar Asset Management
New York
$1.47M +$302K +14,800 +25%
New York State Common Retirement Fund
72
New York State Common Retirement Fund
New York
$1.46M +$1.48M +72,608 New
Legal & General Group
73
Legal & General Group
United Kingdom
$1.43M -$204K -10,000 -12%
GC
74
Guggenheim Capital
Illinois
$1.42M -$813K -39,813 -36%
Two Sigma Investments
75
Two Sigma Investments
New York
$1.4M -$241K -11,815 -15%
1 2
3
4 5

STAG Hedge Fund Activity: Q3 2013 in Review

147 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in STAG Industrial (STAG) for Q3 2013, worth a combined $772M — up 4.7% from $738M a quarter earlier.

Fund positioning in STAG was balanced in Q3 2013: 13 funds opened new positions, 13 closed out, 55 added to existing stakes and 57 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $34.7M. The largest seller was Credit Suisse, cutting an estimated $25.9M.

  • 147 institutional investors held STAG Industrial (STAG) as of Q3 2013, down from 148 in Q2 2013.
  • Funds reported $772M of STAG Industrial stock for Q3 2013, up 4.7% quarter-over-quarter.
  • 13 funds opened new STAG Industrial positions in Q3 2013 and 13 closed out, a net change of 0 holders.
  • The largest STAG Industrial buyer in Q3 2013 was AllianceBernstein, an estimated $34.7M added.
  • The largest STAG Industrial seller in Q3 2013 was Credit Suisse, an estimated $25.9M sold.

Based on aggregated 13F filings for Q3 2013.