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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
PI
126
Placemark Investments
Illinois
$231K +$235K +11,298 New
BG
127
Bollard Group
Massachusetts
$226K – – –
BG
128
Bahl & Gaynor
Ohio
$209K +$213K +10,230 New
Jane Street
129
Jane Street
New York
$207K +$212K +10,169 New
N
130
Nuveen
North Carolina
$204K +$208K +9,987 New
BNP Paribas Financial Markets
131
BNP Paribas Financial Markets
France
$193K -$192K -9,196 -49%
PAM
132
Panagora Asset Management
Massachusetts
$186K -$21.1K -1,010 -10%
SG Americas Securities
133
SG Americas Securities
New York
$147K -$135K -6,470 -47%
NTCOC
134
Northern Trust Company of Connecticut
Connecticut
$131K -$167 -8 -0.1%
FA
135
Friess Associates
Delaware
$126K +$129K +6,200 New
ST
136
Smithfield Trust
Pennsylvania
$82K – – –
BJ
137
BlackRock Japan
Japan
$72K – – –
Mitsubishi UFJ Asset Management
138
Mitsubishi UFJ Asset Management
Japan
$71K – – –
APFBOT
139
Amica Pension Fund Board of Trustees
Rhode Island
$63K – – –
TRCT
140
Tower Research Capital (TRC)
New York
$61K -$7.71K -370 -11%
AMI
141
Amica Mutual Insurance
Rhode Island
$61K – – –
US Bancorp
142
US Bancorp
Minnesota
$55K +$6.04K +290 +12%
SAMC
143
Shinko Asset Management Company
Japan
$45K – – –
GCT
144
Galaxy Capital Trading
British Virgin Islands
$41K +$41.7K +2,000 New
TWA
145
TCI Wealth Advisors
Arizona
$41K +$41.7K +2,000 New
SAM
146
Solaris Asset Management
New York
$38K +$38.6K +1,850 New
LTFS
147
Ladenburg Thalmann Financial Services
Florida
$37K +$188 +9 +0.5%
Teacher Retirement System of Texas
148
Teacher Retirement System of Texas
Texas
$32K -$80.2K -3,848 -71%
Canada Life
149
Canada Life
Manitoba, Canada
$30K +$30.2K +1,450 New
Daiwa Securities Group
150
Daiwa Securities Group
Japan
$22K – – –
3 4 5
6
7

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.