STAG Industrial
STAG
171 hedge funds and large institutions have $1B invested in STAG Industrial in 2014 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 61 increasing their positions, 56 reducing their positions, and 12 closing their positions.
142% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 12
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
27% more capital invested
Capital invested by funds: $787M → $1B (+$214M)
21% more call options, than puts
Call options by funds: $355K | Put options by funds: $294K
8% more funds holding
Funds holding: 158 → 171 (+13)
4.7% more ownership
Funds ownership: 87.53% → 92.22% (+4.7%)
9% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 56
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$36.1M |
| 2 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
+$19.1M |
| 3 |
O
OppenheimerFunds
New York
|
+$11.6M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$9.16M |
| 5 |
TA
Teachers Advisors
New York
|
+$8.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$13.4M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$6.26M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$4.93M |
| 4 |
FTI
Fiduciary Trust International
Lincoln,
Massachusetts
|
-$4.01M |
| 5 |
NC
NBW Capital
Boston,
Massachusetts
|
-$3.15M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SC
176
Sumit Capital
New York
| – | -$276K | -13,522 | Closed |
|
|
PI
177
Putnam Investments
Boston,
Massachusetts
| – | -$271K | -13,321 | Closed |
|
|
PI
178
Placemark Investments
Chicago,
Illinois
| – | -$231K | -11,298 | Closed |
|
179
Jane Street
New York
| – | -$207K | -10,169 | Closed |
|
|
N
180
Nuveen
Charlotte,
North Carolina
| – | -$204K | -9,987 | Closed |
|
|
TRCT
181
Tower Research Capital (TRC)
New York
| – | -$61K | -3,000 | Closed |
|
|
TWA
182
TCI Wealth Advisors
Tucson,
Arizona
| – | -$41K | -2,000 | Closed |
|
183
Envestnet Asset Management
Chicago,
Illinois
| – | -$3K | -144 | Closed |
|
STAG Hedge Fund Activity: Q1 2014 in Review
171 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in STAG Industrial (STAG) for Q1 2014, worth a combined $1B — up 27% from $787M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new STAG positions and 12 closed out — a net gain of 17 holders — while 61 added to existing stakes and 56 trimmed.
The largest buyer was Cohen & Steers, opening a new position worth an estimated $36.1M. The largest seller was Lazard Asset Management, cutting an estimated $13.4M.
- 171 institutional investors held STAG Industrial (STAG) as of Q1 2014, up from 158 in Q4 2013.
- Funds reported $1B of STAG Industrial stock for Q1 2014, up 27% quarter-over-quarter.
- 29 funds opened new STAG Industrial positions in Q1 2014 and 12 closed out, a net change of +17 holders.
- The largest STAG Industrial buyer in Q1 2014 was Cohen & Steers, an estimated $36.1M added.
- The largest STAG Industrial seller in Q1 2014 was Lazard Asset Management, an estimated $13.4M sold.
Based on aggregated 13F filings for Q1 2014.