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STAG Industrial

174 hedge funds and large institutions have $1.39B invested in STAG Industrial in 2014 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 88 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 46

37% more capital invested

Capital invested by funds: $1.01B → $1.39B (+$375M)

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

0% more funds holding

Funds holding: 174174 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.61% less ownership

Funds ownership: 88.63%88.02% (-0.61%)

80% less call options, than puts

Call options by funds: $84K | Put options by funds: $426K

Holders
174
Holders Change
Holders Change %
0%
% of All Funds
4.64%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
19
Increased
88
Reduced
46
Closed
17
Calls
$84K
Puts
$426K
Net Calls
-$342K
Net Calls Change
-$69K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$217M +$33.5M +1,421,821 +19%
AllianceBernstein
2
AllianceBernstein
Tennessee
$90.6M +$8.77M +371,789 +11%
FM
3
Forward Management
California
$66.4M +$10.4M +442,000 +19%
O
4
OppenheimerFunds
New York
$54.1M +$311K +13,194 +0.6%
BIT
5
BlackRock Institutional Trust
California
$54M +$3.99M +169,246 +8%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$44M +$33.7M +1,428,515 +388%
WHG
7
Westwood Holdings Group
Texas
$40.1M +$29.5M +1,248,909 +321%
GIM
8
Granahan Investment Management
Massachusetts
$36.7M -$297K -12,607 -0.8%
WCM
9
Wedge Capital Management
North Carolina
$35.8M +$10M +425,599 +41%
BFA
10
BlackRock Fund Advisors
California
$35M +$9.09M +385,131 +37%
GKIM
11
GW&K Investment Management
Massachusetts
$33M +$374K +15,853 +1%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$30.3M +$5.63M +238,700 +24%
N
13
Nuveen
North Carolina
$28M +$15.9M +674,913 +145%
Cohen & Steers
14
Cohen & Steers
New York
$27M -$7.78M -329,737 -23%
Luther King Capital Management (LKCM)
15
Luther King Capital Management (LKCM)
Texas
$26.7M +$3.5M +148,194 +16%
Wells Fargo
16
Wells Fargo
California
$23.6M +$930K +39,417 +4%
State Street
17
State Street
Massachusetts
$23.1M +$2.43M +102,922 +12%
BA
18
BlackRock Advisors
Delaware
$23M +$7.56M +320,346 +52%
TA
19
Teachers Advisors
New York
$22.8M +$2.3M +97,510 +12%
Northern Trust
20
Northern Trust
Illinois
$19.2M +$1.11M +47,226 +6%
AAMU
21
APG Asset Management US
New York
$19M +$1.84M +77,900 +11%
Ameriprise
22
Ameriprise
Minnesota
$17.2M -$2.95M -125,135 -15%
Lord, Abbett & Co
23
Lord, Abbett & Co
New Jersey
$17.1M -$2.23M -94,400 -12%
BG
24
BlackRock Group
United Kingdom
$17M +$4.95M +209,878 +43%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$16.9M -$5.75M -243,765 -26%

STAG Hedge Fund Activity: Q4 2014 in Review

174 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in STAG Industrial (STAG) for Q4 2014, worth a combined $1.39B — up 37% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new STAG positions and 17 closed out — a net gain of 2 holders — while 88 added to existing stakes and 46 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $33.7M. The largest seller was Fidelity Investments, cutting an estimated $18.4M.

  • 174 institutional investors held STAG Industrial (STAG) as of Q4 2014, unchanged from Q3 2014.
  • Funds reported $1.39B of STAG Industrial stock for Q4 2014, up 37% quarter-over-quarter.
  • 19 funds opened new STAG Industrial positions in Q4 2014 and 17 closed out, a net change of +2 holders.
  • The largest STAG Industrial buyer in Q4 2014 was Bank of New York Mellon, an estimated $33.7M added.
  • The largest STAG Industrial seller in Q4 2014 was Fidelity Investments, an estimated $18.4M sold.

Based on aggregated 13F filings for Q4 2014.