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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
Ensign Peak Advisors
151
Ensign Peak Advisors
Utah
$2.83M -$110K -3,105 -4%
TC
152
Truvestments Capital
Florida
$2.82M -$53.7K -1,513 -2%
VAM
153
Vert Asset Management
California
$2.81M +$192K +5,416 +8%
JF
154
Jump Financial
Illinois
$2.76M +$312K +8,800 +14%
LMGAM
155
Liberty Mutual Group Asset Management
Massachusetts
$2.57M
NS
156
NBC Securities
Alabama
$2.56M -$7.88K -222 -0.3%
DIA
157
Dean Investment Associates
Ohio
$2.5M +$390K +10,978 +21%
JIC
158
Johnson Investment Counsel
Ohio
$2.49M
ZCM
159
Ziegler Capital Management
Illinois
$2.48M -$4.6M -129,653 -67%
MFAM
160
Motley Fool Asset Management
Virginia
$2.45M +$160K +4,509 +8%
PA
161
Paralel Advisors
Colorado
$2.41M +$2.18M +61,492 New
Teacher Retirement System of Texas
162
Teacher Retirement System of Texas
Texas
$2.38M -$1.26M -35,508 -37%
CWM
163
CIBC World Markets
New York
$2.36M +$2.14M +60,170 New
PGFC
164
Peapack-Gladstone Financial Corp
New Jersey
$2.36M -$38.7K -1,090 -2%
EFIC
165
Eliot Finkel Investment Counsel
California
$2.34M -$29.5K -830 -1%
VWMG
166
Virginia Wealth Management Group
Virginia
$2.33M -$109K -3,076 -5%
VA
167
Vident Advisory
Georgia
$2.32M +$16.7K +471 +0.8%
DAM
168
Doheny Asset Management
California
$2.31M -$177K -5,000 -8%
Tudor Investment Corp
169
Tudor Investment Corp
Connecticut
$2.31M +$2.08M +58,725 New
TRSOTSOK
170
Teachers Retirement System of the State of Kentucky
Kentucky
$2.28M -$103K -2,900 -5%
Aberdeen Group
171
Aberdeen Group
United Kingdom
$2.24M -$108K -3,048 -5%
PI
172
PineBridge Investments
New York
$2.22M +$2.01M +56,610 New
American Century Companies
173
American Century Companies
Missouri
$2.22M +$276K +7,769 +16%
ATC
174
Argent Trust Co
Tennessee
$2.21M +$644K +18,129 +48%
Corient Private Wealth
175
Corient Private Wealth
Florida
$2.18M +$99.8K +2,811 +5%

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.