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STAG Industrial
STAG

193 hedge funds and large institutions have $1.33B invested in STAG Industrial in 2016 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 77 increasing their positions, 58 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

43% more call options, than puts

Call options by funds: $2.84M | Put options by funds: $1.99M

33% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 58

24% more capital invested

Capital invested by funds: $1.07B → $1.33B (+$256M)

7% more funds holding

Funds holding: 181 → 193 (+12)

1.81% more ownership

Funds ownership: 79.96% → 81.77% (+1.8%)

Holders
193
Holders Change
+12
Holders Change %
+6.63%
% of All Funds
5.15%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
29
Increased
77
Reduced
58
Closed
15
Calls
$2.84M
Puts
$1.99M
Net Calls
+$856K
Net Calls Change
-$726K

Top Buyers

Rank Fund Capital Flow
1
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$28M
2
Goldman Sachs
Goldman Sachs
New York
+$13.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$8.08M
4
WRF
Waddell & Reed Financial
Kansas
+$6.3M
5
CPIM
Columbia Partners Investment Management
Virginia
+$4.98M

Top Sellers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
-$14.6M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$6.95M
3
PFC
Phocas Financial Corp
California
-$6.84M
4
Millennium Management
Millennium Management
New York
-$6.79M
5
SLG
Stanley-Laman Group
Pennsylvania
-$5.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
51
Credit Suisse
Switzerland
$4.78M +$715K +33,635 +20%
SCM
52
Sterling Capital Management
North Carolina
$4.71M -$675K -31,747 -14%
EA
53
Emerald Acquisition
Washington
$4.32M +$3.86M +181,386 New
WBC
54
Westpac Banking Corp
Australia
$4.27M +$460K +21,615 +14%
MPM
55
Meritage Portfolio Management
Kansas
$4.11M -$152K -7,150 -4%
CRIM
56
Castle Ridge Investment Management
Connecticut
$4.11M +$3.67M +172,500 New
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$4.08M -$116K -5,441 -3%
MFAM
58
Motley Fool Asset Management
Virginia
$3.93M – – –
RA
59
RMR Advisors
Massachusetts
$3.92M – – –
Millennium Management
60
Millennium Management
New York
$3.67M -$6.79M -319,271 -67%
California Public Employees Retirement System
61
California Public Employees Retirement System
California
$3.62M +$38.3K +1,800 +1%
SAM
62
Securian Asset Management
Minnesota
$3.55M +$617K +29,000 +24%
Legal & General Group
63
Legal & General Group
United Kingdom
$3.51M +$247K +11,635 +9%
USAA
64
United Services Automobile Association
Texas
$3.5M – – –
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$3.43M +$124K +5,823 +4%
UBS Group
66
UBS Group
Switzerland
$3.43M -$893K -41,986 -23%
Asset Management One
67
Asset Management One
Japan
$3.4M -$220K -10,330 -7%
RBA
68
Richard Bernstein Advisors
New York
$3.35M – – –
Bank of America
69
Bank of America
North Carolina
$3.23M -$937K -44,058 -25%
RJFSA
70
Raymond James Financial Services Advisors
Florida
$3.2M +$346K +16,280 +14%
PI
71
Putnam Investments
Massachusetts
$3.18M +$2.84M +133,360 New
SO
72
STRS Ohio
Ohio
$2.98M -$12.5K -590 -0.5%
BCM
73
Beck Capital Management
Texas
$2.82M +$2.52M +118,618 New
JP Morgan Chase
74
JP Morgan Chase
New York
$2.82M +$1.19M +55,810 +89%
Swiss National Bank
75
Swiss National Bank
Switzerland
$2.7M – – –
1 2
3
4 5

STAG Hedge Fund Activity: Q2 2016 in Review

193 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in STAG Industrial (STAG) for Q2 2016, worth a combined $1.33B — up 24% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new STAG positions and 15 closed out — a net gain of 14 holders — while 77 added to existing stakes and 58 trimmed.

The largest buyer was Westfield Capital Management, opening a new position worth an estimated $28M. The largest seller was Nuveen, cutting an estimated $14.6M.

  • 193 institutional investors held STAG Industrial (STAG) as of Q2 2016, up from 181 in Q1 2016.
  • Funds reported $1.33B of STAG Industrial stock for Q2 2016, up 24% quarter-over-quarter.
  • 29 funds opened new STAG Industrial positions in Q2 2016 and 15 closed out, a net change of +14 holders.
  • The largest STAG Industrial buyer in Q2 2016 was Westfield Capital Management, an estimated $28M added.
  • The largest STAG Industrial seller in Q2 2016 was Nuveen, an estimated $14.6M sold.

Based on aggregated 13F filings for Q2 2016.