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STAG Industrial

201 hedge funds and large institutions have $1.73B invested in STAG Industrial in 2017 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 86 increasing their positions, 68 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more call options, than puts

Call options by funds: $5.01M | Put options by funds: $2.16M

26% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 68

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

7% more capital invested

Capital invested by funds: $1.61B → $1.73B (+$115M)

3% less funds holding

Funds holding: 207201 (-6)

5.39% less ownership

Funds ownership: 89.44%84.05% (-5.4%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
201
Holders Change
-6
Holders Change %
-2.9%
% of All Funds
5%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
26
Increased
86
Reduced
68
Closed
23
Calls
$5.01M
Puts
$2.16M
Net Calls
+$2.85M
Net Calls Change
+$4.58M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$318M +$33.3M +1,364,728 +12%
BlackRock
2
BlackRock
New York
$211M +$195M +7,994,905 +1,758%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$108M +$27.9M +1,142,675 +36%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$65.6M +$9.96M +407,966 +18%
WHG
5
Westwood Holdings Group
Texas
$63.2M +$10M +409,970 +19%
BC
6
Brookfield Corp
Ontario, Canada
$62.4M +$60.8M +2,492,779 New
N
7
Nuveen
North Carolina
$57.6M -$19.1M -784,124 -25%
GKIM
8
GW&K Investment Management
Massachusetts
$54M +$402K +16,484 +0.8%
WCM
9
Wedge Capital Management
North Carolina
$52.7M -$3.26M -133,558 -6%
State Street
10
State Street
Massachusetts
$42.4M +$5.29M +216,821 +15%
Westfield Capital Management
11
Westfield Capital Management
Massachusetts
$38.2M -$4.69M -192,275 -11%
FM
12
Forward Management
California
$35.2M
Northern Trust
13
Northern Trust
Illinois
$33.8M +$2.46M +100,717 +8%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$26.1M +$2.72M +111,433 +12%
KCM
15
Kennedy Capital Management
Missouri
$25.7M -$6.57M -269,343 -21%
AllianceBernstein
16
AllianceBernstein
Tennessee
$25.3M +$16.6M +681,380 +207%
MFIMFI
17
Mesirow Financial Investment Management - Fixed Income
Illinois
$22.2M +$4.6M +188,400 +27%
Norges Bank
18
Norges Bank
Norway
$22.1M +$2.28M +93,532 +12%
Millennium Management
19
Millennium Management
New York
$18M -$10.5M -430,280 -37%
Principal Financial Group
20
Principal Financial Group
Iowa
$15.8M -$56M -2,294,928 -78%
CC
21
Carlson Capital
Texas
$15.8M +$15.4M +629,952 New
VOYA Investment Management
22
VOYA Investment Management
Georgia
$15.7M +$1.84M +75,435 +14%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$15M +$1.69M +69,261 +13%
Wells Fargo
24
Wells Fargo
California
$14.2M -$4.41M -180,801 -24%
EAM
25
Eagle Asset Management
Florida
$13.8M +$1.04M +42,820 +8%

STAG Hedge Fund Activity: Q1 2017 in Review

201 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in STAG Industrial (STAG) for Q1 2017, worth a combined $1.73B — up 7.1% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new STAG positions and 23 closed out — a net gain of 3 holders — while 86 added to existing stakes and 68 trimmed.

The largest buyer was BlackRock, adding an estimated $195M. The largest seller was Principal Financial Group, cutting an estimated $56M.

  • 201 institutional investors held STAG Industrial (STAG) as of Q1 2017, down from 207 in Q4 2016.
  • Funds reported $1.73B of STAG Industrial stock for Q1 2017, up 7.1% quarter-over-quarter.
  • 26 funds opened new STAG Industrial positions in Q1 2017 and 23 closed out, a net change of +3 holders.
  • The largest STAG Industrial buyer in Q1 2017 was BlackRock, an estimated $195M added.
  • The largest STAG Industrial seller in Q1 2017 was Principal Financial Group, an estimated $56M sold.

Based on aggregated 13F filings for Q1 2017.