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STAG Industrial
STAG

181 hedge funds and large institutions have $1.07B invested in STAG Industrial in 2016 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 72 increasing their positions, 68 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

69% more call options, than puts

Call options by funds: $3.86M | Put options by funds: $2.28M

7% more capital invested

Capital invested by funds: $1B → $1.07B (+$68.2M)

6% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 68

3.45% less ownership

Funds ownership: 83.41% → 79.96% (-3.5%)

9% less funds holding

Funds holding: 199 → 181 (-18)

56% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 27

Holders
181
Holders Change
-18
Holders Change %
-9.05%
% of All Funds
4.82%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
12
Increased
72
Reduced
68
Closed
27
Calls
$3.86M
Puts
$2.28M
Net Calls
+$1.58M
Net Calls Change
+$1.15M

Top Buyers

Rank Fund Capital Flow
1
MPAM
Monarch Partners Asset Management
Massachusetts
+$12.5M
2
Goldman Sachs
Goldman Sachs
New York
+$11.5M
3
KCM
Kennedy Capital Management
Missouri
+$8.98M
4
GKIM
GW&K Investment Management
Massachusetts
+$8.14M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$8.07M

Top Sellers

Rank Fund Capital Flow
1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$23.1M
2
N
Nuveen
North Carolina
-$22.7M
3
Citigroup
Citigroup
New York
-$18.1M
4
O
OppenheimerFunds
New York
-$17.6M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$8.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
MPM
51
Meritage Portfolio Management
Kansas
$3.66M +$158K +8,945 +5%
Bank of America
52
Bank of America
North Carolina
$3.66M -$732K -41,417 -19%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$3.6M +$1.24M +70,091 +66%
CS
54
Credit Suisse
Switzerland
$3.4M -$1.16M -65,736 -28%
MFAM
55
Motley Fool Asset Management
Virginia
$3.36M – – –
RA
56
RMR Advisors
Massachusetts
$3.35M – – –
WBC
57
Westpac Banking Corp
Australia
$3.21M -$351K -19,833 -11%
Principal Financial Group
58
Principal Financial Group
Iowa
$3.21M – – –
Asset Management One
59
Asset Management One
Japan
$3.08M -$137K -7,734 -5%
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$3.06M -$658K -37,200 -20%
USAA
61
United Services Automobile Association
Texas
$3M – – –
RBA
62
Richard Bernstein Advisors
New York
$2.87M +$2.49M +140,879 New
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$2.82M +$313K +17,695 +15%
RFC
64
Russell Frank Company
Washington
$2.79M +$2.4M +135,584 +8,967%
Legal & General Group
65
Legal & General Group
United Kingdom
$2.76M +$188K +10,654 +9%
NC
66
NBW Capital
Massachusetts
$2.75M -$67.9K -3,843 -3%
LFFS
67
La Francaise Forum Securities
Connecticut
$2.74M -$458K -25,921 -16%
Lazard Asset Management
68
Lazard Asset Management
New York
$2.64M -$594K -33,627 -21%
Macquarie Group
69
Macquarie Group
Australia
$2.6M +$403K +22,800 +22%
SO
70
STRS Ohio
Ohio
$2.56M -$48.2K -2,726 -2%
SAM
71
Securian Asset Management
Minnesota
$2.44M -$2.59M -146,700 -55%
RJFSA
72
Raymond James Financial Services Advisors
Florida
$2.41M -$202K -11,403 -9%
Swiss National Bank
73
Swiss National Bank
Switzerland
$2.23M +$392K +22,200 +24%
MFIMFI
74
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.19M – – –
VRS
75
Virginia Retirement System
Virginia
$2.19M +$1.9M +107,600 New
1 2
3
4 5

STAG Hedge Fund Activity: Q1 2016 in Review

181 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in STAG Industrial (STAG) for Q1 2016, worth a combined $1.07B — up 6.8% from $1B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of STAG and 12 opened new positions — a net loss of 15 holders — while 68 trimmed existing stakes and 72 added.

The largest buyer was Monarch Partners Asset Management, opening a new position worth an estimated $12.5M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $23.1M sold.

  • 181 institutional investors held STAG Industrial (STAG) as of Q1 2016, down from 199 in Q4 2015.
  • Funds reported $1.07B of STAG Industrial stock for Q1 2016, up 6.8% quarter-over-quarter.
  • 12 funds opened new STAG Industrial positions in Q1 2016 and 27 closed out, a net change of -15 holders.
  • The largest STAG Industrial buyer in Q1 2016 was Monarch Partners Asset Management, an estimated $12.5M added.
  • The largest STAG Industrial seller in Q1 2016 was Balyasny Asset Management, an estimated $23.1M sold.

Based on aggregated 13F filings for Q1 2016.