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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
CIM
126
Centersquare Investment Management
Pennsylvania
$4.08M +$292K +8,226 +9%
T. Rowe Price Associates
127
T. Rowe Price Associates
Maryland
$4.03M +$170K +4,801 +5%
MIM
128
MetLife Investment Management
New Jersey
$4.02M -$20.5K -577 -0.6%
CS
129
Candriam SCA
Luxembourg
$4.02M +$3.63M +102,375 New
FNBT
130
FineMark National Bank & Trust
Florida
$3.93M -$170K -4,780 -5%
CYG
131
Clean Yield Group
Vermont
$3.91M -$81.9K -2,308 -2%
LPL Financial
132
LPL Financial
California
$3.79M -$64.6K -1,819 -2%
Wellington Management Group
133
Wellington Management Group
Massachusetts
$3.78M +$3.14M +88,453 +1,140%
Commonwealth Equity Services
134
Commonwealth Equity Services
Massachusetts
$3.68M +$54.3K +1,530 +2%
RJFSA
135
Raymond James Financial Services Advisors
Florida
$3.59M +$22.4K +630 +0.7%
YCM
136
Yousif Capital Management
Michigan
$3.56M +$250K +7,035 +8%
OAM
137
Oppenheimer Asset Management
New York
$3.48M -$75.3K -2,121 -2%
Nisa Investment Advisors
138
Nisa Investment Advisors
Missouri
$3.39M -$75.4K -2,124 -2%
BCI
139
Brinker Capital Investments
Pennsylvania
$3.35M -$189K -5,330 -6%
OPS
140
Orion Portfolio Solutions
Nebraska
$3.35M -$189K -5,330 -6%
Citigroup
141
Citigroup
New York
$3.29M -$273K -7,678 -8%
Treasurer of the State of North Carolina
142
Treasurer of the State of North Carolina
North Carolina
$3.17M +$62.1K +1,750 +2%
SSA
143
Schonfeld Strategic Advisors
New York
$3.15M -$8.28M -233,294 -74%
NYLIM
144
New York Life Investment Management
New York
$3.14M +$2.56M +71,994 +900%
LCM
145
LDR Capital Management
New York
$3.06M -$625K -17,608 -18%
Macquarie Group
146
Macquarie Group
Australia
$3.05M +$973K +27,407 +54%
MC
147
Moors & Cabot
Massachusetts
$3.01M -$60.4K -1,701 -2%
COPPSERS
148
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.87M +$1.3M +36,714 +101%
VanEck Associates
149
VanEck Associates
New York
$2.87M +$332K +9,367 +15%
PDN
150
Pensionfund DSM Netherlands
Netherlands
$2.86M

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.