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STAG Industrial

240 hedge funds and large institutions have $2.25B invested in STAG Industrial in 2017 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 92 increasing their positions, 68 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

416% more call options, than puts

Call options by funds: $702K | Put options by funds: $136K

95% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 20

35% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 68

7% more funds holding

Funds holding: 225240 (+15)

2.6% more ownership

Funds ownership: 84.78%87.38% (+2.6%)

5% more capital invested

Capital invested by funds: $2.15B → $2.25B (+$97.9M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
240
Holders Change
+15
Holders Change %
+6.67%
% of All Funds
5.44%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
39
Increased
92
Reduced
68
Closed
20
Calls
$702K
Puts
$136K
Net Calls
+$566K
Net Calls Change
-$26K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$405M +$18.7M +668,029 +5%
BlackRock
2
BlackRock
New York
$229M +$9.12M +326,056 +4%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$137M -$4.73M -169,109 -3%
AllianceBernstein
4
AllianceBernstein
Tennessee
$127M +$28.7M +1,027,966 +28%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$118M +$17M +608,555 +16%
N
6
Nuveen
North Carolina
$117M -$4.1M -146,630 -3%
WHG
7
Westwood Holdings Group
Texas
$69.5M +$2.31M +82,502 +3%
GKIM
8
GW&K Investment Management
Massachusetts
$64M -$163K -5,845 -0.2%
WCM
9
Wedge Capital Management
North Carolina
$60.9M +$1.67M +59,861 +3%
State Street
10
State Street
Massachusetts
$58.5M +$5.09M +182,174 +9%
Prudential Financial
11
Prudential Financial
New Jersey
$45.4M -$708K -25,322 -2%
Northern Trust
12
Northern Trust
Illinois
$43.1M +$1.55M +55,297 +4%
Millennium Management
13
Millennium Management
New York
$35.7M +$16.3M +583,560 +81%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$34.5M +$2.36M +84,268 +7%
Norges Bank
15
Norges Bank
Norway
$30.2M
Deutsche Bank
16
Deutsche Bank
Germany
$29.5M +$5.76M +205,946 +24%
CC
17
Carlson Capital
Texas
$27M -$2.97M -106,296 -10%
KCM
18
Kennedy Capital Management
Missouri
$26.7M +$2.96M +105,987 +12%
Principal Financial Group
19
Principal Financial Group
Iowa
$25.4M +$10.5M +376,708 +68%
FM
20
Forward Management
California
$20.7M -$540K -19,300 -2%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$20.5M +$781K +27,928 +4%
MFIMFI
22
Mesirow Financial Investment Management - Fixed Income
Illinois
$17.9M -$2.48M -88,576 -12%
Renaissance Technologies
23
Renaissance Technologies
New York
$17.8M +$3.97M +142,002 +28%
ORI
24
Oak Ridge Investments
Illinois
$17.6M -$7.28M -260,312 -29%
Wells Fargo
25
Wells Fargo
California
$17.3M +$2.36M +84,372 +15%

STAG Hedge Fund Activity: Q4 2017 in Review

240 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in STAG Industrial (STAG) for Q4 2017, worth a combined $2.25B — up 4.6% from $2.15B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new STAG positions and 20 closed out — a net gain of 19 holders — while 92 added to existing stakes and 68 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $28.7M. The largest seller was American Century Companies, cutting an estimated $15.5M.

  • 240 institutional investors held STAG Industrial (STAG) as of Q4 2017, up from 225 in Q3 2017.
  • Funds reported $2.25B of STAG Industrial stock for Q4 2017, up 4.6% quarter-over-quarter.
  • 39 funds opened new STAG Industrial positions in Q4 2017 and 20 closed out, a net change of +19 holders.
  • The largest STAG Industrial buyer in Q4 2017 was AllianceBernstein, an estimated $28.7M added.
  • The largest STAG Industrial seller in Q4 2017 was American Century Companies, an estimated $15.5M sold.

Based on aggregated 13F filings for Q4 2017.