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STAG Industrial

207 hedge funds and large institutions have $1.61B invested in STAG Industrial in 2016 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 93 increasing their positions, 49 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 20

90% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 49

14% more capital invested

Capital invested by funds: $1.41B → $1.61B (+$200M)

7.51% more ownership

Funds ownership: 81.93%89.44% (+7.5%)

7% more funds holding

Funds holding: 193207 (+14)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

48% less call options, than puts

Call options by funds: $1.88M | Put options by funds: $3.61M

Holders
207
Holders Change
+14
Holders Change %
+7.25%
% of All Funds
5.17%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
38
Increased
93
Reduced
49
Closed
20
Calls
$1.88M
Puts
$3.61M
Net Calls
-$1.73M
Net Calls Change
-$5.84M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$270M +$13.6M +588,564 +5%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$75.5M +$10.3M +444,978 +16%
N
3
Nuveen
North Carolina
$73.7M +$54.6M +2,369,848 +331%
Principal Financial Group
4
Principal Financial Group
Iowa
$69.9M -$1.55M -67,351 -2%
BIT
5
BlackRock Institutional Trust
California
$66.6M +$7.29M +316,314 +13%
BFA
6
BlackRock Fund Advisors
California
$57.2M +$12.1M +526,141 +28%
WCM
7
Wedge Capital Management
North Carolina
$53.5M +$7.04M +305,738 +16%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$52.9M +$24.5M +1,061,647 +92%
GKIM
9
GW&K Investment Management
Massachusetts
$51.1M -$3.14M -136,318 -6%
WHG
10
Westwood Holdings Group
Texas
$50.5M +$816K +35,428 +2%
ZP
11
Zimmer Partners
New York
$47.7M +$46M +1,998,400 New
Westfield Capital Management
12
Westfield Capital Management
Massachusetts
$41M +$8.03M +348,608 +25%
State Street
13
State Street
Massachusetts
$35.3M +$4.62M +200,516 +16%
FM
14
Forward Management
California
$33.6M +$882K +38,300 +3%
KCM
15
Kennedy Capital Management
Missouri
$31M +$1.15M +49,818 +4%
Northern Trust
16
Northern Trust
Illinois
$29.9M +$2.71M +117,634 +10%
Millennium Management
17
Millennium Management
New York
$27.4M +$12.8M +557,318 +94%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$22.3M +$1.01M +43,733 +5%
BA
19
BlackRock Advisors
Delaware
$21.4M -$12.2M -530,900 -37%
BG
20
BlackRock Group
United Kingdom
$21.2M -$2.37M -103,006 -10%
GIM
21
Granahan Investment Management
Massachusetts
$19.9M +$725K +31,480 +4%
Norges Bank
22
Norges Bank
Norway
$18.8M +$1.68M +72,827 +10%
Wells Fargo
23
Wells Fargo
California
$17.9M +$1.25M +54,443 +8%
MPAM
24
Monarch Partners Asset Management
Massachusetts
$17.6M +$7.1M +308,120 +72%
MFIMFI
25
Mesirow Financial Investment Management - Fixed Income
Illinois
$16.7M +$16.1M +699,730 New

STAG Hedge Fund Activity: Q4 2016 in Review

207 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in STAG Industrial (STAG) for Q4 2016, worth a combined $1.61B — up 14% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new STAG positions and 20 closed out — a net gain of 18 holders — while 93 added to existing stakes and 49 trimmed.

The largest buyer was Nuveen, adding an estimated $54.6M. The largest seller was Goldman Sachs, cutting an estimated $39.5M.

  • 207 institutional investors held STAG Industrial (STAG) as of Q4 2016, up from 193 in Q3 2016.
  • Funds reported $1.61B of STAG Industrial stock for Q4 2016, up 14% quarter-over-quarter.
  • 38 funds opened new STAG Industrial positions in Q4 2016 and 20 closed out, a net change of +18 holders.
  • The largest STAG Industrial buyer in Q4 2016 was Nuveen, an estimated $54.6M added.
  • The largest STAG Industrial seller in Q4 2016 was Goldman Sachs, an estimated $39.5M sold.

Based on aggregated 13F filings for Q4 2016.