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STAG Industrial

251 hedge funds and large institutions have $2.43B invested in STAG Industrial in 2018 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 91 increasing their positions, 76 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

36% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 25

24% more capital invested

Capital invested by funds: $1.96B → $2.43B (+$469M)

20% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 76

7.46% more ownership

Funds ownership: 84.44%91.9% (+7.5%)

4% more funds holding

Funds holding: 242251 (+9)

29% less call options, than puts

Call options by funds: $1.52M | Put options by funds: $2.16M

Holders
251
Holders Change
+9
Holders Change %
+3.72%
% of All Funds
5.75%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
34
Increased
91
Reduced
76
Closed
25
Calls
$1.52M
Puts
$2.16M
Net Calls
-$635K
Net Calls Change
+$1.57M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$382M -$8.99M -351,725 -2%
BlackRock
2
BlackRock
New York
$252M +$17.3M +675,981 +8%
AllianceBernstein
3
AllianceBernstein
Tennessee
$149M +$24.4M +955,793 +21%
N
4
Nuveen
North Carolina
$116M -$1.26M -49,373 -1%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$109M -$3.86M -151,074 -4%
WHG
6
Westwood Holdings Group
Texas
$75.5M -$12.9M -502,952 -15%
CIM
7
Centersquare Investment Management
Pennsylvania
$67.3M -$10.3M -404,361 -14%
GKIM
8
GW&K Investment Management
Massachusetts
$61.4M -$1.01M -39,682 -2%
State Street
9
State Street
Massachusetts
$60.1M +$2.37M +92,883 +4%
Prudential Financial
10
Prudential Financial
New Jersey
$53.6M +$2.84M +111,156 +6%
WCM
11
Wedge Capital Management
North Carolina
$53.3M -$3.8M -148,822 -7%
WMSA
12
Weiss Multi-Strategy Advisers
New York
$46.3M +$43.5M +1,701,984 New
Northern Trust
13
Northern Trust
Illinois
$46.3M +$1.18M +46,015 +3%
FCM
14
Frontier Capital Management
Massachusetts
$45.9M +$43.1M +1,687,058 New
Janus Henderson Group
15
Janus Henderson Group
United Kingdom
$41.5M +$38.9M +1,523,215 New
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$39.9M +$2.97M +116,033 +9%
RJA
17
Raymond James & Associates
Florida
$34.3M +$4.13M +161,562 +15%
Victory Capital Management
18
Victory Capital Management
Texas
$30.3M +$28.5M +1,113,170 New
Norges Bank
19
Norges Bank
Norway
$30.1M
Westfield Capital Management
20
Westfield Capital Management
Massachusetts
$29.9M +$9.87M +385,979 +54%
KCM
21
Kennedy Capital Management
Missouri
$29.7M +$4.93M +192,851 +21%
Balyasny Asset Management
22
Balyasny Asset Management
Illinois
$28.1M +$14.4M +563,452 +120%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$28M -$1.4M -54,651 -5%
CC
24
Carlson Capital
Texas
$26.4M +$4.17M +163,251 +20%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$24.7M +$3.37M +131,929 +17%

STAG Hedge Fund Activity: Q2 2018 in Review

251 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in STAG Industrial (STAG) for Q2 2018, worth a combined $2.43B — up 24% from $1.96B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new STAG positions and 25 closed out — a net gain of 9 holders — while 91 added to existing stakes and 76 trimmed.

The largest buyer was Weiss Multi-Strategy Advisers, opening a new position worth an estimated $43.5M. The largest seller was Westwood Holdings Group, cutting an estimated $12.9M.

  • 251 institutional investors held STAG Industrial (STAG) as of Q2 2018, up from 242 in Q1 2018.
  • Funds reported $2.43B of STAG Industrial stock for Q2 2018, up 24% quarter-over-quarter.
  • 34 funds opened new STAG Industrial positions in Q2 2018 and 25 closed out, a net change of +9 holders.
  • The largest STAG Industrial buyer in Q2 2018 was Weiss Multi-Strategy Advisers, an estimated $43.5M added.
  • The largest STAG Industrial seller in Q2 2018 was Westwood Holdings Group, an estimated $12.9M sold.

Based on aggregated 13F filings for Q2 2018.