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STAG Industrial

225 hedge funds and large institutions have $2.15B invested in STAG Industrial in 2017 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 101 increasing their positions, 54 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 54

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

32% more call options, than puts

Call options by funds: $2.42M | Put options by funds: $1.83M

3% more funds holding

Funds holding: 219225 (+6)

2% more capital invested

Capital invested by funds: $2.1B → $2.15B (+$51.1M)

0.84% less ownership

Funds ownership: 85.62%84.78% (-0.84%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
225
Holders Change
+6
Holders Change %
+2.74%
% of All Funds
5.61%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
27
Increased
101
Reduced
54
Closed
19
Calls
$2.42M
Puts
$1.83M
Net Calls
+$592K
Net Calls Change
+$338K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$389M +$21.6M +780,829 +6%
BlackRock
2
BlackRock
New York
$221M +$2.44M +88,362 +1%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$142M +$6.1M +220,542 +4%
N
4
Nuveen
North Carolina
$122M +$21.2M +765,503 +21%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$101M +$9.51M +343,945 +10%
AllianceBernstein
6
AllianceBernstein
Tennessee
$99.1M +$66.5M +2,403,652 +200%
WHG
7
Westwood Holdings Group
Texas
$67.6M +$754K +27,252 +1%
GKIM
8
GW&K Investment Management
Massachusetts
$64.5M +$617K +22,318 +1%
WCM
9
Wedge Capital Management
North Carolina
$59.6M +$1.59M +57,601 +3%
State Street
10
State Street
Massachusetts
$53.8M +$1.77M +63,932 +3%
Prudential Financial
11
Prudential Financial
New Jersey
$46.4M +$4.95M +179,139 +12%
Northern Trust
12
Northern Trust
Illinois
$41.8M +$832K +30,076 +2%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$32.3M +$487K +17,605 +2%
Norges Bank
14
Norges Bank
Norway
$30.4M +$3.35M +121,309 +12%
CC
15
Carlson Capital
Texas
$30M +$6.93M +250,510 +30%
ORI
16
Oak Ridge Investments
Illinois
$24.8M -$12.5M -450,291 -33%
Deutsche Bank
17
Deutsche Bank
Germany
$24M +$5.1M +184,531 +27%
KCM
18
Kennedy Capital Management
Missouri
$24M +$681K +24,613 +3%
FM
19
Forward Management
California
$21.3M -$857K -31,000 -4%
MFIMFI
20
Mesirow Financial Investment Management - Fixed Income
Illinois
$20.4M -$678K -24,505 -3%
Millennium Management
21
Millennium Management
New York
$19.8M +$1.85M +66,937 +10%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$19.8M +$612K +22,132 +3%
EAM
23
Eagle Asset Management
Florida
$17.3M +$1.95M +70,491 +13%
American Century Companies
24
American Century Companies
Missouri
$15.5M +$1.52M +55,131 +11%
Principal Financial Group
25
Principal Financial Group
Iowa
$15.2M +$542K +19,598 +4%

STAG Hedge Fund Activity: Q3 2017 in Review

225 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in STAG Industrial (STAG) for Q3 2017, worth a combined $2.15B — up 2.4% from $2.1B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new STAG positions and 19 closed out — a net gain of 8 holders — while 101 added to existing stakes and 54 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $66.5M. The largest seller was Brookfield Corp, exiting entirely with an estimated $73.8M sold.

  • 225 institutional investors held STAG Industrial (STAG) as of Q3 2017, up from 219 in Q2 2017.
  • Funds reported $2.15B of STAG Industrial stock for Q3 2017, up 2.4% quarter-over-quarter.
  • 27 funds opened new STAG Industrial positions in Q3 2017 and 19 closed out, a net change of +8 holders.
  • The largest STAG Industrial buyer in Q3 2017 was AllianceBernstein, an estimated $66.5M added.
  • The largest STAG Industrial seller in Q3 2017 was Brookfield Corp, an estimated $73.8M sold.

Based on aggregated 13F filings for Q3 2017.