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STAG Industrial

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.

New
Increased
Maintained
Reduced
Closed

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: 23 (+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: 158171 (+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

Holders
171
Holders Change
+13
Holders Change %
+8.23%
% of All Funds
4.94%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
29
Increased
61
Reduced
56
Closed
12
Calls
$355K
Puts
$294K
Net Calls
+$61K
Net Calls Change
+$47K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$142M +$9.16M +410,214 +7%
AllianceBernstein
2
AllianceBernstein
Tennessee
$80.4M -$4.93M -220,827 -6%
FM
3
Forward Management
California
$52.9M -$176K -7,900 -0.4%
BIT
4
BlackRock Institutional Trust
California
$43.9M +$2.27M +101,598 +6%
O
5
OppenheimerFunds
New York
$41.1M +$11.6M +518,475 +44%
Cohen & Steers
6
Cohen & Steers
New York
$39M +$36.1M +1,617,936 New
GIM
7
Granahan Investment Management
Massachusetts
$37M +$1.43M +64,090 +4%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$31.7M +$1.83M +81,980 +7%
BFA
9
BlackRock Fund Advisors
California
$26.8M +$1.19M +53,422 +5%
Prudential Financial
10
Prudential Financial
New Jersey
$25.5M -$247K -11,061 -1%
WCM
11
Wedge Capital Management
North Carolina
$24.9M -$671K -30,076 -3%
GKIM
12
GW&K Investment Management
Massachusetts
$20.6M +$19.1M +855,244 New
Ameriprise
13
Ameriprise
Minnesota
$20.5M +$1.45M +65,017 +8%
Wells Fargo
14
Wells Fargo
California
$20.1M +$5.44M +243,845 +41%
TA
15
Teachers Advisors
New York
$19.5M +$8.39M +375,730 +86%
State Street
16
State Street
Massachusetts
$18.4M +$495K +22,171 +3%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$16.7M -$6.26M -280,464 -29%
Northern Trust
18
Northern Trust
Illinois
$16M -$603K -27,039 -4%
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$15.9M -$720K -32,257 -5%
U
20
UBS
Switzerland
$13.3M -$1.66M -74,339 -12%
Franklin Resources
21
Franklin Resources
California
$12.5M -$391K -17,500 -3%
KCM
22
Kennedy Capital Management
Missouri
$12.5M -$1.86M -83,532 -14%
AAMU
23
APG Asset Management US
New York
$10.5M -$2.11M -94,444 -18%
EBIM
24
Eagle Boston Investment Management
Massachusetts
$9.97M +$81.6K +3,655 +0.9%
BIM
25
BlackRock Investment Management
Delaware
$8.19M -$540K -24,194 -7%

STAG Hedge Fund Activity: Q1 2014 in Review

171 of the 3,462 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.