We are live on ! Find out more
STAG icon

STAG Industrial

181 hedge funds and large institutions have $1.07B invested in STAG Industrial in 2016 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 72 increasing their positions, 68 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

69% more call options, than puts

Call options by funds: $3.86M | Put options by funds: $2.28M

7% more capital invested

Capital invested by funds: $1B → $1.07B (+$68.2M)

6% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 68

3.45% less ownership

Funds ownership: 83.41%79.96% (-3.5%)

9% less funds holding

Funds holding: 199181 (-18)

56% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 27

Holders
181
Holders Change
-18
Holders Change %
-9.05%
% of All Funds
4.82%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
12
Increased
72
Reduced
68
Closed
27
Calls
$3.86M
Puts
$2.28M
Net Calls
+$1.58M
Net Calls Change
+$1.15M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$203M +$4.27M +241,363 +2%
BIT
2
BlackRock Institutional Trust
California
$49.6M +$2.8M +158,650 +7%
Goldman Sachs
3
Goldman Sachs
New York
$48.9M +$11.5M +648,663 +37%
WHG
4
Westwood Holdings Group
Texas
$41.5M +$2.12M +119,799 +6%
BA
5
BlackRock Advisors
Delaware
$40.5M +$3.63M +205,138 +11%
WCM
6
Wedge Capital Management
North Carolina
$40M -$887K -50,183 -2%
FM
7
Forward Management
California
$39.2M +$300K +16,974 +0.9%
GKIM
8
GW&K Investment Management
Massachusetts
$38.2M +$8.14M +460,587 +33%
BFA
9
BlackRock Fund Advisors
California
$32.9M -$707K -39,971 -2%
KCM
10
Kennedy Capital Management
Missouri
$31.4M +$8.98M +507,814 +49%
GIM
11
Granahan Investment Management
Massachusetts
$27.6M -$341K -19,310 -1%
State Street
12
State Street
Massachusetts
$23.5M +$393K +22,217 +2%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$22.2M +$8.07M +456,786 +72%
BG
14
BlackRock Group
United Kingdom
$21.3M +$594K +33,580 +3%
Northern Trust
15
Northern Trust
Illinois
$19.3M +$796K +45,009 +5%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$17.9M +$1.47M +83,004 +10%
MPAM
17
Monarch Partners Asset Management
Massachusetts
$14.4M +$12.5M +709,240 New
Neuberger Berman Group
18
Neuberger Berman Group
New York
$14.4M -$2.01M -113,965 -14%
EAM
19
Eagle Asset Management
Florida
$14M +$102K +5,769 +0.8%
VOYA Investment Management
20
VOYA Investment Management
Georgia
$12.9M -$1.75M -99,200 -14%
Norges Bank
21
Norges Bank
Norway
$12.9M
Luther King Capital Management (LKCM)
22
Luther King Capital Management (LKCM)
Texas
$12.8M -$1.86M -105,409 -14%
Wells Fargo
23
Wells Fargo
California
$11M +$1M +56,808 +12%
Millennium Management
24
Millennium Management
New York
$9.64M +$6.32M +357,668 +309%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$9.47M +$363K +20,508 +5%

STAG Hedge Fund Activity: Q1 2016 in Review

181 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in STAG Industrial (STAG) for Q1 2016, worth a combined $1.07B — up 6.8% from $1B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of STAG and 12 opened new positions — a net loss of 15 holders — while 68 trimmed existing stakes and 72 added.

The largest buyer was Monarch Partners Asset Management, opening a new position worth an estimated $12.5M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $23.1M sold.

  • 181 institutional investors held STAG Industrial (STAG) as of Q1 2016, down from 199 in Q4 2015.
  • Funds reported $1.07B of STAG Industrial stock for Q1 2016, up 6.8% quarter-over-quarter.
  • 12 funds opened new STAG Industrial positions in Q1 2016 and 27 closed out, a net change of -15 holders.
  • The largest STAG Industrial buyer in Q1 2016 was Monarch Partners Asset Management, an estimated $12.5M added.
  • The largest STAG Industrial seller in Q1 2016 was Balyasny Asset Management, an estimated $23.1M sold.

Based on aggregated 13F filings for Q1 2016.