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STAG Industrial
STAG

158 hedge funds and large institutions have $787M invested in STAG Industrial in 2013 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 54 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

7% more funds holding

Funds holding: 147 → 158 (+11)

9% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 54

2% more capital invested

Capital invested by funds: $772M → $787M (+$15.5M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3.38% less ownership

Funds ownership: 90.91% → 87.53% (-3.4%)

Holders
158
Holders Change
+11
Holders Change %
+7.48%
% of All Funds
4.59%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
22
Increased
59
Reduced
54
Closed
11
Calls
$14K
Puts
–
Net Calls
+$14K
Net Calls Change
+$402K

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$10.8M
2
O
OppenheimerFunds
New York
+$9.76M
3
GIM
Granahan Investment Management
Massachusetts
+$9.72M
4
AAMU
APG Asset Management US
New York
+$4.19M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.73M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$17.1M
2
IG
ING Group
Netherlands
-$5.05M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$4.56M
4
Cohen & Steers
Cohen & Steers
New York
-$3.51M
5
MPAM
Monarch Partners Asset Management
Massachusetts
-$2.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
51
Anchor Capital Advisors
Massachusetts
$2.26M -$65.5K -3,142 -3%
Charles Schwab
52
Charles Schwab
California
$2.26M +$189K +9,057 +9%
MWNA
53
Marshall Wace North America
New York
$2.24M -$859K -41,222 -27%
MPM
54
Meritage Portfolio Management
Kansas
$2.15M +$51K +2,445 +2%
TIAAOA
55
Teachers Insurance & Annuity Association of America
New York
$2.14M – – –
CPS
56
Counsel Portfolio Services
Ontario, Canada
$2.08M – – –
MPAM
57
Monarch Partners Asset Management
Massachusetts
$2.05M -$2.78M -133,521 -57%
BREA
58
Barings Real Estate Advisers
Connecticut
$2.01M +$305K +14,620 +17%
SO
59
STRS Ohio
Ohio
$1.96M -$188K -9,000 -9%
Two Sigma Investments
60
Two Sigma Investments
New York
$1.95M +$545K +26,135 +38%
ECM
61
EII Capital Management
New York
$1.91M +$740K +35,500 +61%
Principal Financial Group
62
Principal Financial Group
Iowa
$1.88M +$500K +23,993 +35%
GC
63
Guggenheim Capital
Illinois
$1.85M +$421K +20,192 +29%
CS
64
Credit Suisse
Switzerland
$1.84M +$186K +8,919 +11%
MAA
65
Managed Account Advisors
New Jersey
$1.8M +$53.4K +2,562 +3%
AM
66
Account Management
Massachusetts
$1.79M -$233K -11,200 -11%
CPIM
67
Columbia Partners Investment Management
Virginia
$1.77M – – –
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$1.73M +$217K +10,420 +14%
Macquarie Group
69
Macquarie Group
Australia
$1.66M +$37.8K +1,812 +2%
RA
70
RMR Advisors
Massachusetts
$1.66M – – –
Millennium Management
71
Millennium Management
New York
$1.61M -$1.34M -64,146 -45%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$1.54M +$8.34K +400 +0.5%
SCM
73
Sterneck Capital Management
Missouri
$1.46M +$552K +26,501 +59%
Legal & General Group
74
Legal & General Group
United Kingdom
$1.45M – – –
BF
75
BOK Financial
Oklahoma
$1.44M +$1.47M +70,415 New
1 2
3
4 5

STAG Hedge Fund Activity: Q4 2013 in Review

158 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in STAG Industrial (STAG) for Q4 2013, worth a combined $787M — up 2% from $772M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new STAG positions and 11 closed out — a net gain of 11 holders — while 59 added to existing stakes and 54 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $10.8M. The largest seller was Wellington Management Group, cutting an estimated $17.1M.

  • 158 institutional investors held STAG Industrial (STAG) as of Q4 2013, up from 147 in Q3 2013.
  • Funds reported $787M of STAG Industrial stock for Q4 2013, up 2% quarter-over-quarter.
  • 22 funds opened new STAG Industrial positions in Q4 2013 and 11 closed out, a net change of +11 holders.
  • The largest STAG Industrial buyer in Q4 2013 was AllianceBernstein, an estimated $10.8M added.
  • The largest STAG Industrial seller in Q4 2013 was Wellington Management Group, an estimated $17.1M sold.

Based on aggregated 13F filings for Q4 2013.