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STAG Industrial
STAG

199 hedge funds and large institutions have $1B invested in STAG Industrial in 2015 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 74 increasing their positions, 60 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 14

34% more call options, than puts

Call options by funds: $1.72M | Put options by funds: $1.29M

23% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 60

10% more funds holding

Funds holding: 181 → 199 (+18)

1% more capital invested

Capital invested by funds: $995M → $1B (+$7.56M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.44% less ownership

Funds ownership: 84.85% → 83.41% (-1.4%)

Holders
199
Holders Change
+18
Holders Change %
+9.94%
% of All Funds
5.22%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
33
Increased
74
Reduced
60
Closed
14
Calls
$1.72M
Puts
$1.29M
Net Calls
+$432K
Net Calls Change
+$2.14M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
+$13.8M
2
Goldman Sachs
Goldman Sachs
New York
+$11.7M
3
KCM
Kennedy Capital Management
Missouri
+$9.99M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$9.63M
5
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
+$6.42M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$31.1M
2
O
OppenheimerFunds
New York
-$21.7M
3
AAMU
APG Asset Management US
New York
-$16.4M
4
N
Nuveen
North Carolina
-$13.8M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$5.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
HSBC Holdings
151
HSBC Holdings
United Kingdom
$214K +$11.8K +603 +5%
Nisa Investment Advisors
152
Nisa Investment Advisors
Missouri
$207K – – –
BG
153
Bollard Group
Massachusetts
$205K – – –
APFBOT
154
Amica Pension Fund Board of Trustees
Rhode Island
$194K – – –
HB
155
Homrich & Berg
Georgia
$188K -$317K -16,266 -61%
SCM
156
Stevens Capital Management
Pennsylvania
$187K +$198K +10,159 New
FRM
157
Fox Run Management
Connecticut
$186K +$197K +10,100 New
Mitsubishi UFJ Asset Management
158
Mitsubishi UFJ Asset Management
Japan
$174K +$16.8K +860 +10%
LSV Asset Management
159
LSV Asset Management
Illinois
$167K +$177K +9,100 New
PAM
160
Paradigm Asset Management
New York
$156K -$21.4K -1,100 -12%
Teacher Retirement System of Texas
161
Teacher Retirement System of Texas
Texas
$115K -$33.5K -1,718 -22%
FA
162
Friess Associates
Delaware
$114K – – –
Canada Life
163
Canada Life
Manitoba, Canada
$100K – – –
QT
164
Quantbot Technologies
New York
$97K +$26.8K +1,375 +35%
Bank of Montreal
165
Bank of Montreal
Ontario, Canada
$91K +$95.3K +4,891 +244,550%
LTFS
166
Ladenburg Thalmann Financial Services
Florida
$79K -$11.6K -593 -12%
ST
167
Smithfield Trust
Pennsylvania
$74K – – –
SAMC
168
Shinko Asset Management Company
Japan
$72K -$7.79K -400 -9%
BJ
169
BlackRock Japan
Japan
$67K +$23.3K +1,196 +50%
LJHT
170
Laurie J. Hall Trustee
$67K +$82.8K +4,250 New
Envestnet Asset Management
171
Envestnet Asset Management
Illinois
$52K -$6.04K -310 -10%
N
172
Nuveen
North Carolina
$43.9K -$13.8M -708,207 -23%
Daiwa Securities Group
173
Daiwa Securities Group
Japan
$42K +$1.95K +100 +5%
Creative Planning
174
Creative Planning
Kansas
$40K +$41.9K +2,150 New
TRCT
175
Tower Research Capital (TRC)
New York
$40K +$42.5K +2,183 New
5 6
7
8 9

STAG Hedge Fund Activity: Q4 2015 in Review

199 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in STAG Industrial (STAG) for Q4 2015, worth a combined $1B — up 0.76% from $995M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new STAG positions and 14 closed out — a net gain of 19 holders — while 74 added to existing stakes and 60 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $13.8M. The largest seller was AllianceBernstein, cutting an estimated $31.1M.

  • 199 institutional investors held STAG Industrial (STAG) as of Q4 2015, up from 181 in Q3 2015.
  • Funds reported $1B of STAG Industrial stock for Q4 2015, up 0.76% quarter-over-quarter.
  • 33 funds opened new STAG Industrial positions in Q4 2015 and 14 closed out, a net change of +19 holders.
  • The largest STAG Industrial buyer in Q4 2015 was VOYA Investment Management, an estimated $13.8M added.
  • The largest STAG Industrial seller in Q4 2015 was AllianceBernstein, an estimated $31.1M sold.

Based on aggregated 13F filings for Q4 2015.