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STAG Industrial

193 hedge funds and large institutions have $1.41B invested in STAG Industrial in 2016 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 84 increasing their positions, 65 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more call options, than puts

Call options by funds: $5.98M | Put options by funds: $1.87M

29% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 65

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

6% more capital invested

Capital invested by funds: $1.33B → $1.41B (+$86.2M)

0.16% more ownership

Funds ownership: 81.77%81.93% (+0.16%)

0% more funds holding

Funds holding: 193193 (0)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
193
Holders Change
Holders Change %
0%
% of All Funds
5.15%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
15
Increased
84
Reduced
65
Closed
12
Calls
$5.98M
Puts
$1.87M
Net Calls
+$4.11M
Net Calls Change
+$3.26M
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
176
Focused Wealth Management
New York
$16K +$220 +9 +1%
VOYA Investment Management
177
VOYA Investment Management
Georgia
$12.4K -$3.36M -137,312 -21%
WAM
178
Wealthspire Advisors (Maryland)
Maryland
$12K
MFS
179
MSI Financial Services
Massachusetts
$9K +$8.49K +347 New
JP Morgan Chase
180
JP Morgan Chase
New York
$8K -$2.89M -118,015 -100%
SAM
181
Solaris Asset Management
New York
$7K +$7.19K +294 New
TCIM
182
TIAA CREF Investment Management
New York
$6.16K -$625K -25,539 -9%
JIC
183
Joel Isaacson & Co
New York
$5K
WA
184
WFG Advisors
Texas
$5K
AC
185
Alexandria Capital
Virginia
$5K +$73 +3 +1%
LAM
186
Lebenthal Asset Management
New York
$5K +$4.55K +186 New
JFA
187
JNBA Financial Advisors
Minnesota
$4K +$3.67K +150 New
S
188
SignatureFD
Georgia
$4K +$3.67K +150 New
Bessemer Group
189
Bessemer Group
New Jersey
$3K +$2.5K +102 New
SFG
190
SevenBridge Financial Group
Pennsylvania
$2K +$2.45K +100 New
GWM
191
Geneos Wealth Management
Colorado
$2K +$2.94K +120 New
QI
192
QS Investors
New York
$1K
MPM
193
Meritage Portfolio Management
Kansas
-$4.11M -172,710 Closed
RBA
194
Richard Bernstein Advisors
New York
-$3.35M -140,879 Closed
Lazard Asset Management
195
Lazard Asset Management
New York
-$1.47M -61,813 Closed
OAM
196
Orinda Asset Management
California
-$611K -30,000 Closed
PFS
197
Prospera Financial Services
Texas
-$446K -18,745 Closed
NEPWA
198
New England Private Wealth Advisors
Massachusetts
-$145K -13,258 Closed
TW
199
Transform Wealth
Colorado
-$277K -11,650 Closed
O
200
OppenheimerFunds
New York
-$250K -10,510 Closed

STAG Hedge Fund Activity: Q3 2016 in Review

193 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in STAG Industrial (STAG) for Q3 2016, worth a combined $1.41B — up 6.5% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new STAG positions and 12 closed out — a net gain of 3 holders — while 84 added to existing stakes and 65 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $64M. The largest seller was Goldman Sachs, cutting an estimated $24.2M.

  • 193 institutional investors held STAG Industrial (STAG) as of Q3 2016, unchanged from Q2 2016.
  • Funds reported $1.41B of STAG Industrial stock for Q3 2016, up 6.5% quarter-over-quarter.
  • 15 funds opened new STAG Industrial positions in Q3 2016 and 12 closed out, a net change of +3 holders.
  • The largest STAG Industrial buyer in Q3 2016 was Principal Financial Group, an estimated $64M added.
  • The largest STAG Industrial seller in Q3 2016 was Goldman Sachs, an estimated $24.2M sold.

Based on aggregated 13F filings for Q3 2016.