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STAG Industrial
STAG

199 hedge funds and large institutions have $1B invested in STAG Industrial in 2015 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 74 increasing their positions, 60 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 14

34% more call options, than puts

Call options by funds: $1.72M | Put options by funds: $1.29M

23% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 60

10% more funds holding

Funds holding: 181 → 199 (+18)

1% more capital invested

Capital invested by funds: $995M → $1B (+$7.56M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.44% less ownership

Funds ownership: 84.85% → 83.41% (-1.4%)

Holders
199
Holders Change
+18
Holders Change %
+9.94%
% of All Funds
5.22%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
33
Increased
74
Reduced
60
Closed
14
Calls
$1.72M
Puts
$1.29M
Net Calls
+$432K
Net Calls Change
+$2.14M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
+$13.8M
2
Goldman Sachs
Goldman Sachs
New York
+$11.7M
3
KCM
Kennedy Capital Management
Missouri
+$9.99M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$9.63M
5
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
+$6.42M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$31.1M
2
O
OppenheimerFunds
New York
-$21.7M
3
AAMU
APG Asset Management US
New York
-$16.4M
4
N
Nuveen
North Carolina
-$13.8M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$5.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACB
51
Aristotle Capital Boston
Massachusetts
$3.8M +$886K +45,484 +28%
Invesco
52
Invesco
Georgia
$3.77M -$1.64M -84,303 -29%
BCCM
53
Bridge Creek Capital Management
Massachusetts
$3.51M +$3.71M +190,462 New
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$3.46M -$3.9K -200 -0.1%
MFWM
55
Motley Fool Wealth Management
Virginia
$3.28M +$1.31M +67,278 +61%
WBC
56
Westpac Banking Corp
Australia
$3.28M +$3.46M +177,722 New
MPM
57
Meritage Portfolio Management
Kansas
$3.15M +$177K +9,075 +6%
Citadel Advisors
58
Citadel Advisors
Florida
$3.07M +$2.99M +153,284 +1,165%
MFAM
59
Motley Fool Asset Management
Virginia
$3.04M – – –
Asset Management One
60
Asset Management One
Japan
$3.04M +$15.2K +780 +0.5%
RA
61
RMR Advisors
Massachusetts
$3.04M – – –
Lazard Asset Management
62
Lazard Asset Management
New York
$3.01M -$965K -49,501 -23%
LFFS
63
La Francaise Forum Securities
Connecticut
$2.96M -$1.2M -61,454 -28%
Principal Financial Group
64
Principal Financial Group
Iowa
$2.91M -$292K -15,000 -9%
USAA
65
United Services Automobile Association
Texas
$2.71M – – –
UBS AM
66
UBS AM
Illinois
$2.58M +$342K +17,558 +14%
NC
67
NBW Capital
Massachusetts
$2.56M -$253K -13,002 -9%
RJFSA
68
Raymond James Financial Services Advisors
Florida
$2.39M +$455K +23,341 +22%
CPS
69
Counsel Portfolio Services
Ontario, Canada
$2.37M -$35.1K -1,800 -1%
SO
70
STRS Ohio
Ohio
$2.37M +$5.94K +305 +0.2%
SEI Investments
71
SEI Investments
Pennsylvania
$2.32M +$524K +26,900 +27%
Legal & General Group
72
Legal & General Group
United Kingdom
$2.31M +$5.26K +270 +0.2%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$2.23M +$37.6K +1,928 +2%
Wellington Management Group
74
Wellington Management Group
Massachusetts
$2.2M -$417K -21,382 -15%
Millennium Management
75
Millennium Management
New York
$2.13M -$645K -33,116 -22%
1 2
3
4 5

STAG Hedge Fund Activity: Q4 2015 in Review

199 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in STAG Industrial (STAG) for Q4 2015, worth a combined $1B — up 0.76% from $995M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new STAG positions and 14 closed out — a net gain of 19 holders — while 74 added to existing stakes and 60 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $13.8M. The largest seller was AllianceBernstein, cutting an estimated $31.1M.

  • 199 institutional investors held STAG Industrial (STAG) as of Q4 2015, up from 181 in Q3 2015.
  • Funds reported $1B of STAG Industrial stock for Q4 2015, up 0.76% quarter-over-quarter.
  • 33 funds opened new STAG Industrial positions in Q4 2015 and 14 closed out, a net change of +19 holders.
  • The largest STAG Industrial buyer in Q4 2015 was VOYA Investment Management, an estimated $13.8M added.
  • The largest STAG Industrial seller in Q4 2015 was AllianceBernstein, an estimated $31.1M sold.

Based on aggregated 13F filings for Q4 2015.