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STAG Industrial

174 hedge funds and large institutions have $1.15B invested in STAG Industrial in 2014 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 88 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

528% more call options, than puts

Call options by funds: $1.94M | Put options by funds: $309K

115% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 41

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

15% more capital invested

Capital invested by funds: $1B → $1.15B (+$146M)

2% more funds holding

Funds holding: 171174 (+3)

3.18% less ownership

Funds ownership: 92.22%89.04% (-3.2%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
174
Holders Change
+3
Holders Change %
+1.75%
% of All Funds
5%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
19
Increased
88
Reduced
41
Closed
15
Calls
$1.94M
Puts
$309K
Net Calls
+$1.63M
Net Calls Change
+$1.57M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$159M +$17.7M +738,841 +13%
AllianceBernstein
2
AllianceBernstein
Tennessee
$80.6M +$503K +20,988 +0.6%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$61.5M +$29.8M +1,244,738 +95%
FM
4
Forward Management
California
$54.7M +$1.96M +81,745 +4%
Cohen & Steers
5
Cohen & Steers
New York
$54.3M +$15.4M +644,132 +40%
O
6
OppenheimerFunds
New York
$52.4M +$11.4M +476,610 +28%
BIT
7
BlackRock Institutional Trust
California
$45M +$1.27M +52,906 +3%
GIM
8
Granahan Investment Management
Massachusetts
$36.2M -$665K -27,780 -2%
BFA
9
BlackRock Fund Advisors
California
$28M +$1.29M +53,813 +5%
GKIM
10
GW&K Investment Management
Massachusetts
$27.3M +$6.72M +280,659 +33%
Prudential Financial
11
Prudential Financial
New Jersey
$25.8M +$318K +13,298 +1%
WCM
12
Wedge Capital Management
North Carolina
$24.7M -$151K -6,288 -0.6%
Wells Fargo
13
Wells Fargo
California
$21.9M +$1.85M +77,223 +9%
Lord, Abbett & Co
14
Lord, Abbett & Co
New Jersey
$21.7M +$21.6M +903,600 New
State Street
15
State Street
Massachusetts
$20.8M +$2.44M +101,786 +13%
Ameriprise
16
Ameriprise
Minnesota
$20.2M -$246K -10,289 -1%
TA
17
Teachers Advisors
New York
$20M +$562K +23,454 +3%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$17.3M +$639K +26,673 +4%
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$16.8M +$912K +38,060 +6%
Northern Trust
20
Northern Trust
Illinois
$16.7M +$763K +31,872 +5%
U
21
UBS
Switzerland
$13M -$162K -6,770 -1%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$13M +$13M +541,800 New
Franklin Resources
23
Franklin Resources
California
$12.8M +$299K +12,500 +2%
KCM
24
Kennedy Capital Management
Missouri
$11.6M -$834K -34,814 -7%
AAMU
25
APG Asset Management US
New York
$10.5M

STAG Hedge Fund Activity: Q2 2014 in Review

174 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in STAG Industrial (STAG) for Q2 2014, worth a combined $1.15B — up 15% from $1B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new STAG positions and 15 closed out — a net gain of 4 holders — while 88 added to existing stakes and 41 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $29.8M. The largest seller was Citadel Advisors, cutting an estimated $3.61M.

  • 174 institutional investors held STAG Industrial (STAG) as of Q2 2014, up from 171 in Q1 2014.
  • Funds reported $1.15B of STAG Industrial stock for Q2 2014, up 15% quarter-over-quarter.
  • 19 funds opened new STAG Industrial positions in Q2 2014 and 15 closed out, a net change of +4 holders.
  • The largest STAG Industrial buyer in Q2 2014 was Fidelity Investments, an estimated $29.8M added.
  • The largest STAG Industrial seller in Q2 2014 was Citadel Advisors, an estimated $3.61M sold.

Based on aggregated 13F filings for Q2 2014.