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STAG Industrial
STAG

180 hedge funds and large institutions have $1.35B invested in STAG Industrial in 2015 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 79 increasing their positions, 64 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

23% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 64

3% more funds holding

Funds holding: 174 → 180 (+6)

1% more ownership

Funds ownership: 88.02% → 89.02% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3% less capital invested

Capital invested by funds: $1.39B → $1.35B (-$37.2M)

46% less call options, than puts

Call options by funds: $332K | Put options by funds: $619K

Holders
180
Holders Change
+6
Holders Change %
+3.45%
% of All Funds
4.8%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
19
Increased
79
Reduced
64
Closed
13
Calls
$332K
Puts
$619K
Net Calls
-$287K
Net Calls Change
+$55K

Top Buyers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
+$20.6M
2
Cohen & Steers
Cohen & Steers
New York
+$17.3M
3
Citadel Advisors
Citadel Advisors
Florida
+$14.7M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$12.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$9.9M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$28.3M
2
FM
Forward Management
California
-$21.9M
3
O
OppenheimerFunds
New York
-$13.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$12.3M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$10.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
MLICM
101
Metropolitan Life Insurance Company (MetLife)
New York
$1.22M -$2.67K -106 -0.2%
Deutsche Bank
102
Deutsche Bank
Germany
$1.2M -$766K -30,429 -37%
GH
103
GAM Holding
Switzerland
$1.12M +$88K +3,500 +8%
MC
104
Moors & Cabot
Massachusetts
$1.11M +$240K +9,546 +25%
HB
105
Homrich & Berg
Georgia
$1.08M -$38.3K -1,523 -3%
PPA
106
Parametric Portfolio Associates
Washington
$1.06M +$79.3K +3,152 +7%
ERSOT
107
Employees Retirement System of Texas
Texas
$1.06M – – –
AWCI
108
Alpine Woods Capital Investors
New York
$1.05M – – –
WWM
109
Willingdon Wealth Management
North Carolina
$1.02M -$181K -7,175 -14%
Sumitomo Mitsui Trust Group
110
Sumitomo Mitsui Trust Group
Japan
$993K -$46.6K -1,854 -4%
BPIM
111
Brant Point Investment Management
New York
$981K – – –
NFA
112
Nationwide Fund Advisors
Ohio
$977K +$1.04M +41,524 New
MFWM
113
Motley Fool Wealth Management
Virginia
$958K +$420K +16,709 +70%
GF
114
Gerstein Fisher
New York
$946K – – –
AIG
115
American International Group
New York
$922K – – –
State Board of Administration of Florida Retirement System
116
State Board of Administration of Florida Retirement System
Florida
$915K +$14K +557 +1%
First Trust Advisors
117
First Trust Advisors
Illinois
$845K -$83.1K -3,305 -8%
SAM
118
Shikiar Asset Management
New York
$800K -$42.8K -1,700 -5%
IGIM
119
I.G. Investment Management
Manitoba, Canada
$777K +$15.3K +608 +2%
SOADOR
120
State of Alaska Department of Revenue
Alaska
$767K – – –
VOYA Investment Management
121
VOYA Investment Management
Georgia
$730K – – –
SOAMC
122
Spirit of America Management Corp
New York
$706K +$755K +30,000 New
Thrivent Financial for Lutherans
123
Thrivent Financial for Lutherans
Minnesota
$684K -$2.52K -100 -0.3%
Nomura Asset Management
124
Nomura Asset Management
Japan
$662K +$65.4K +2,600 +10%
PP
125
PDT Partners
New York
$648K +$694K +27,571 New
3 4
5
6 7

STAG Hedge Fund Activity: Q1 2015 in Review

180 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in STAG Industrial (STAG) for Q1 2015, worth a combined $1.35B — down 2.7% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new STAG positions and 13 closed out — a net gain of 6 holders — while 79 added to existing stakes and 64 trimmed.

The largest buyer was Nuveen, adding an estimated $20.6M. The largest seller was AllianceBernstein, cutting an estimated $28.3M.

  • 180 institutional investors held STAG Industrial (STAG) as of Q1 2015, up from 174 in Q4 2014.
  • Funds reported $1.35B of STAG Industrial stock for Q1 2015, down 2.7% quarter-over-quarter.
  • 19 funds opened new STAG Industrial positions in Q1 2015 and 13 closed out, a net change of +6 holders.
  • The largest STAG Industrial buyer in Q1 2015 was Nuveen, an estimated $20.6M added.
  • The largest STAG Industrial seller in Q1 2015 was AllianceBernstein, an estimated $28.3M sold.

Based on aggregated 13F filings for Q1 2015.