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STAG Industrial
STAG

174 hedge funds and large institutions have $1.39B invested in STAG Industrial in 2014 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 88 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 46

37% more capital invested

Capital invested by funds: $1.01B → $1.39B (+$375M)

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

0% more funds holding

Funds holding: 174 → 174 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.61% less ownership

Funds ownership: 88.63% → 88.02% (-0.61%)

80% less call options, than puts

Call options by funds: $84K | Put options by funds: $426K

Holders
174
Holders Change
–
Holders Change %
0%
% of All Funds
4.64%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
19
Increased
88
Reduced
46
Closed
17
Calls
$84K
Puts
$426K
Net Calls
-$342K
Net Calls Change
-$69K

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$33.7M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$33.5M
3
WHG
Westwood Holdings Group
Texas
+$29.5M
4
N
Nuveen
North Carolina
+$15.9M
5
EAM
Eagle Asset Management
Florida
+$15.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$18.4M
2
Cohen & Steers
Cohen & Steers
New York
-$7.78M
3
Renaissance Technologies
Renaissance Technologies
New York
-$7.03M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$5.75M
5
Millennium Management
Millennium Management
New York
-$3.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
BG
101
Bahl & Gaynor
Ohio
$1.17M +$118K +5,020 +12%
HB
102
Homrich & Berg
Georgia
$1.16M -$4.39K -186 -0.4%
ERSOT
103
Employees Retirement System of Texas
Texas
$1.1M – – –
Sumitomo Mitsui Trust Group
104
Sumitomo Mitsui Trust Group
Japan
$1.1M +$16.2K +685 +2%
AWCI
105
Alpine Woods Capital Investors
New York
$1.09M – – –
GH
106
GAM Holding
Switzerland
$1.08M +$44.8K +1,900 +5%
DA
107
Denali Advisors
California
$1.07M +$1.03M +43,500 New
PPA
108
Parametric Portfolio Associates
Washington
$1.03M +$213K +9,027 +27%
BPIM
109
Brant Point Investment Management
New York
$1.02M +$984K +41,700 New
GF
110
Gerstein Fisher
New York
$991K – – –
First Trust Advisors
111
First Trust Advisors
Illinois
$961K +$316K +13,402 +52%
AIG
112
American International Group
New York
$960K +$17.9K +759 +2%
State Board of Administration of Florida Retirement System
113
State Board of Administration of Florida Retirement System
Florida
$940K -$75.6K -3,203 -8%
Prudential Financial
114
Prudential Financial
New Jersey
$927K +$14.5K +615 +2%
MC
115
Moors & Cabot
Massachusetts
$922K +$157K +6,637 +21%
SAM
116
Shikiar Asset Management
New York
$875K -$670K -28,400 -44%
SOADOR
117
State of Alaska Department of Revenue
Alaska
$799K +$770K +32,630 New
IGIM
118
I.G. Investment Management
Manitoba, Canada
$795K +$57.1K +2,420 +8%
VOYA Investment Management
119
VOYA Investment Management
Georgia
$761K – – –
Thrivent Financial for Lutherans
120
Thrivent Financial for Lutherans
Minnesota
$715K +$193K +8,200 +39%
KBC Group
121
KBC Group
Belgium
$695K +$220K +9,309 +49%
Nomura Asset Management
122
Nomura Asset Management
Japan
$635K +$153K +6,500 +34%
QCM
123
Quadrant Capital Management
New Jersey
$611K – – –
MFWM
124
Motley Fool Wealth Management
Virginia
$588K +$566K +24,003 New
HSBC Holdings
125
HSBC Holdings
United Kingdom
$569K -$520K -22,061 -49%
3 4
5
6 7

STAG Hedge Fund Activity: Q4 2014 in Review

174 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in STAG Industrial (STAG) for Q4 2014, worth a combined $1.39B — up 37% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new STAG positions and 17 closed out — a net gain of 2 holders — while 88 added to existing stakes and 46 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $33.7M. The largest seller was Fidelity Investments, cutting an estimated $18.4M.

  • 174 institutional investors held STAG Industrial (STAG) as of Q4 2014, unchanged from Q3 2014.
  • Funds reported $1.39B of STAG Industrial stock for Q4 2014, up 37% quarter-over-quarter.
  • 19 funds opened new STAG Industrial positions in Q4 2014 and 17 closed out, a net change of +2 holders.
  • The largest STAG Industrial buyer in Q4 2014 was Bank of New York Mellon, an estimated $33.7M added.
  • The largest STAG Industrial seller in Q4 2014 was Fidelity Investments, an estimated $18.4M sold.

Based on aggregated 13F filings for Q4 2014.