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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
Wealth Enhancement Advisory Services
176
Wealth Enhancement Advisory Services
Minnesota
$2.14M +$1.43M +40,396 +286%
AWM
177
AE Wealth Management
Kansas
$2.14M +$57.5K +1,619 +3%
Stifel Financial
178
Stifel Financial
Missouri
$2.12M -$58.5K -1,647 -3%
State Board of Administration of Florida Retirement System
179
State Board of Administration of Florida Retirement System
Florida
$2.09M +$57.8K +1,628 +3%
BCM
180
Beck Capital Management
Texas
$2.07M +$137K +3,868 +8%
Cambridge Investment Research Advisors
181
Cambridge Investment Research Advisors
Iowa
$2.06M +$71.7K +2,019 +4%
SO
182
STRS Ohio
Ohio
$2.04M -$218K -6,154 -11%
UM
183
UniSuper Management
Australia
$2.01M
William Blair & Company
184
William Blair & Company
Illinois
$2.01M +$37.8K +1,065 +2%
OPERF
185
Oregon Public Employees Retirement Fund
Oregon
$2.01M +$24.8K +700 +1%
LSERS
186
Louisiana State Employees Retirement System
Louisiana
$2M +$3.55K +100 +0.2%
BFEC
187
Benjamin F. Edwards & Company
Missouri
$1.98M +$1.79M +50,470 New
SC
188
Stolper & Co
Oklahoma
$1.98M -$28.8K -810 -2%
ASRS
189
Arizona State Retirement System
Arizona
$1.97M -$30.1K -849 -2%
CP
190
Cumberland Partners
Ontario, Canada
$1.94M -$2.95M -83,125 -63%
MKA
191
M. Kulyk & Associates
Georgia
$1.93M -$22.4K -632 -1%
Pictet Asset Management
192
Pictet Asset Management
Switzerland
$1.91M +$21.8K +614 +1%
US Bancorp
193
US Bancorp
Minnesota
$1.9M -$245K -6,906 -12%
TYCC
194
Texas Yale Capital Corp
Florida
$1.88M
CCIA
195
Campbell & Co Investment Adviser
Maryland
$1.83M +$940K +26,489 +131%
CCM
196
Coldstream Capital Management
Washington
$1.81M -$4.61K -130 -0.3%
SOAMC
197
Spirit of America Management Corp
New York
$1.8M
GWMI
198
Guardian Wealth Management (Illinois)
Illinois
$1.8M +$7.28K +205 +0.4%
SOMRS
199
State of Michigan Retirement System
Michigan
$1.71M +$21.3K +600 +1%
AQR Capital Management
200
AQR Capital Management
Connecticut
$1.69M +$617K +17,374 +68%

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.