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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
Barclays
76
Barclays
United Kingdom
$1.42M +$229K +10,968 +18%
SAM
77
Shikiar Asset Management
New York
$1.37M -$119K -5,700 -8%
GF
78
Gerstein Fisher
New York
$1.25M +$616K +29,547 +92%
FWIA
79
Fort Washington Investment Advisors
Ohio
$1.25M +$1.28M +61,500 New
RhumbLine Advisers
80
RhumbLine Advisers
Massachusetts
$1.17M -$79.2K -3,800 -6%
VRS
81
Virginia Retirement Systems
Virginia
$1.13M +$273K +13,100 +31%
AWCI
82
Alpine Woods Capital Investors
New York
$1.11M – – –
NCCM
83
Nine Chapters Capital Management
New Jersey
$1.07M +$1.09M +52,300 New
UBS AM
84
UBS AM
Illinois
$1.06M +$25K +1,200 +2%
HRES
85
Heitman Real Estate Securities
Illinois
$992K -$138K -6,600 -12%
HSBC Holdings
86
HSBC Holdings
United Kingdom
$950K +$41.1K +1,973 +4%
ACI
87
AMP Capital Investors
Australia
$922K +$131K +6,267 +16%
ERSOT
88
Employees Retirement System of Texas
Texas
$918K +$938K +45,000 New
California Public Employees Retirement System
89
California Public Employees Retirement System
California
$882K -$194K -9,300 -18%
MLICM
90
Metropolitan Life Insurance Company (MetLife)
New York
$853K +$5.71K +274 +0.7%
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$831K – – –
Swiss National Bank
92
Swiss National Bank
Switzerland
$775K – – –
D.E. Shaw & Co
93
D.E. Shaw & Co
New York
$741K +$758K +36,358 New
New York State Common Retirement Fund
94
New York State Common Retirement Fund
New York
$717K -$781K -37,455 -52%
BlackRock
95
BlackRock
New York
$677K +$146K +6,986 +27%
NFA
96
Nationwide Fund Advisors
Ohio
$668K -$17.7K -850 -3%
VOYA Investment Management
97
VOYA Investment Management
Georgia
$633K +$71.9K +3,450 +13%
AIG
98
American International Group
New York
$614K -$7.9K -379 -1%
RFC
99
Russell Frank Company
Washington
$587K -$397K -19,033 -41%
BA
100
BlackRock Advisors
Delaware
$578K +$43.8K +2,103 +8%
2 3
4
5 6

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.