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STAG Industrial

158 hedge funds and large institutions have $787M invested in STAG Industrial in 2013 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 54 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

7% more funds holding

Funds holding: 147158 (+11)

9% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 54

2% more capital invested

Capital invested by funds: $772M → $787M (+$15.5M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.38% less ownership

Funds ownership: 90.91%87.53% (-3.4%)

Holders
158
Holders Change
+11
Holders Change %
+7.48%
% of All Funds
4.59%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
22
Increased
59
Reduced
54
Closed
11
Calls
$14K
Puts
Net Calls
+$14K
Net Calls Change
+$402K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$112M +$1.69M +80,857 +1%
AllianceBernstein
2
AllianceBernstein
Tennessee
$72.6M +$10.8M +516,435 +17%
FM
3
Forward Management
California
$44.9M -$104K -5,000 -0.2%
BIT
4
BlackRock Institutional Trust
California
$35.1M +$1.63M +78,315 +5%
GIM
5
Granahan Investment Management
Massachusetts
$30M +$9.72M +466,343 +46%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$25.2M -$280K -13,430 -1%
O
7
OppenheimerFunds
New York
$24.2M +$9.76M +468,347 +65%
Prudential Financial
8
Prudential Financial
New Jersey
$21.8M +$894K +42,875 +4%
WCM
9
Wedge Capital Management
North Carolina
$21.7M -$1.05M -50,208 -5%
BFA
10
BlackRock Fund Advisors
California
$21.6M -$844K -40,506 -4%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$19.9M -$17.1M -820,450 -46%
Ameriprise
12
Ameriprise
Minnesota
$16M -$1.17M -56,199 -7%
State Street
13
State Street
Massachusetts
$15.1M +$20.8K +999 +0.1%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$14.1M -$4.56M -218,687 -24%
Northern Trust
15
Northern Trust
Illinois
$14.1M +$412K +19,786 +3%
Lazard Asset Management
16
Lazard Asset Management
New York
$13.9M +$689K +33,077 +5%
U
17
UBS
Switzerland
$12.7M -$177K -8,475 -1%
KCM
18
Kennedy Capital Management
Missouri
$12.3M -$534K -25,624 -4%
Wells Fargo
19
Wells Fargo
California
$12M -$851K -40,837 -6%
Franklin Resources
20
Franklin Resources
California
$11M -$364K -17,449 -3%
AAMU
21
APG Asset Management US
New York
$10.8M +$4.19M +201,003 +61%
TA
22
Teachers Advisors
New York
$8.88M +$38.1K +1,830 +0.4%
EBIM
23
Eagle Boston Investment Management
Massachusetts
$8.36M -$33.8K -1,621 -0.4%
Morgan Stanley
24
Morgan Stanley
New York
$8.34M -$677K -32,497 -7%
BIM
25
BlackRock Investment Management
Delaware
$7.42M -$309K -14,817 -4%

STAG Hedge Fund Activity: Q4 2013 in Review

158 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in STAG Industrial (STAG) for Q4 2013, worth a combined $787M — up 2% from $772M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new STAG positions and 11 closed out — a net gain of 11 holders — while 59 added to existing stakes and 54 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $10.8M. The largest seller was Wellington Management Group, cutting an estimated $17.1M.

  • 158 institutional investors held STAG Industrial (STAG) as of Q4 2013, up from 147 in Q3 2013.
  • Funds reported $787M of STAG Industrial stock for Q4 2013, up 2% quarter-over-quarter.
  • 22 funds opened new STAG Industrial positions in Q4 2013 and 11 closed out, a net change of +11 holders.
  • The largest STAG Industrial buyer in Q4 2013 was AllianceBernstein, an estimated $10.8M added.
  • The largest STAG Industrial seller in Q4 2013 was Wellington Management Group, an estimated $17.1M sold.

Based on aggregated 13F filings for Q4 2013.