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STAG Industrial

515 hedge funds and large institutions have $6.39B invested in STAG Industrial in 2023 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 189 increasing their positions, 171 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

458% more call options, than puts

Call options by funds: $10M | Put options by funds: $1.8M

68% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 44

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

17% more capital invested

Capital invested by funds: $5.44B → $6.39B (+$947M)

11% more repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 171

5% more funds holding

Funds holding: 491515 (+24)

1.84% more ownership

Funds ownership: 87.74%89.58% (+1.8%)

Holders
515
Holders Change
+24
Holders Change %
+4.89%
% of All Funds
7.51%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
74
Increased
189
Reduced
171
Closed
44
Calls
$10M
Puts
$1.8M
Net Calls
+$8.23M
Net Calls Change
+$3.21M
Name Holding Trade Value Shares
Change
Change in
Stake
LI
51
Leeward Investments
Massachusetts
$21M -$147K -4,143 -0.8%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$20.3M -$165K -4,661 -0.9%
SEI Investments
53
SEI Investments
Pennsylvania
$19.9M +$167K +4,712 +0.9%
Bessemer Group
54
Bessemer Group
New Jersey
$18.2M +$3.32M +93,444 +25%
FWIA
55
Fort Washington Investment Advisors
Ohio
$18.2M +$808K +22,750 +5%
Victory Capital Management
56
Victory Capital Management
Texas
$17.5M -$5.14M -144,835 -25%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$17.1M -$501K -14,124 -3%
VLKIM
58
Van Lanschot Kempen Investment Management
Netherlands
$15.6M +$1.16M +32,700 +9%
Asset Management One
59
Asset Management One
Japan
$15.4M +$739K +20,831 +6%
Loomis, Sayles & Company
60
Loomis, Sayles & Company
Massachusetts
$15.3M -$1.67M -46,947 -11%
Franklin Resources
61
Franklin Resources
California
$15.2M -$8.99M -253,181 -40%
GT
62
Glenmede Trust
Pennsylvania
$15.1M -$66.7K -1,879 -0.5%
MIIM
63
Mesirow Institutional Investment Management
Illinois
$15M +$3.16K +89 +0%
ZP
64
Zimmer Partners
New York
$14.7M +$13.3M +375,000 New
Canada Life
65
Canada Life
Manitoba, Canada
$14.4M +$791K +22,291 +6%
Swiss National Bank
66
Swiss National Bank
Switzerland
$13.9M -$1.43M -40,300 -10%
Ohio Public Employees Retirement System (OPERS)
67
Ohio Public Employees Retirement System (OPERS)
Ohio
$13.3M +$211K +5,941 +2%
PCM
68
Penn Capital Management
Pennsylvania
$13.1M -$135K -3,794 -1%
California Public Employees Retirement System
69
California Public Employees Retirement System
California
$12.7M -$436K -12,290 -4%
MFWM
70
Motley Fool Wealth Management
Virginia
$11.8M -$150K -4,219 -1%
CS
71
Credit Suisse
Switzerland
$11.7M +$1.67M +47,178 +19%
GC
72
Gillson Capital
Illinois
$11.6M -$5.35M -150,715 -34%
CIP
73
Chartwell Investment Partners
Pennsylvania
$11.6M -$357K -10,044 -3%
CAG
74
Crestwood Advisors Group
Massachusetts
$11.4M -$62K -1,747 -0.6%
Walleye Capital
75
Walleye Capital
New York
$11.4M +$10.3M +290,100 New

STAG Hedge Fund Activity: Q4 2023 in Review

515 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in STAG Industrial (STAG) for Q4 2023, worth a combined $6.39B — up 17% from $5.44B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new STAG positions and 44 closed out — a net gain of 30 holders — while 189 added to existing stakes and 171 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $100M. The largest seller was DePrince Race & Zollo Inc (DRZ), exiting entirely with an estimated $39.8M sold.

  • 515 institutional investors held STAG Industrial (STAG) as of Q4 2023, up from 491 in Q3 2023.
  • Funds reported $6.39B of STAG Industrial stock for Q4 2023, up 17% quarter-over-quarter.
  • 74 funds opened new STAG Industrial positions in Q4 2023 and 44 closed out, a net change of +30 holders.
  • The largest STAG Industrial buyer in Q4 2023 was Deutsche Bank, an estimated $100M added.
  • The largest STAG Industrial seller in Q4 2023 was DePrince Race & Zollo Inc (DRZ), an estimated $39.8M sold.

Based on aggregated 13F filings for Q4 2023.