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STAG Industrial

269 hedge funds and large institutions have $2.54B invested in STAG Industrial in 2018 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 110 increasing their positions, 68 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 19

62% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 68

7% more funds holding

Funds holding: 251269 (+18)

4% more capital invested

Capital invested by funds: $2.43B → $2.54B (+$107M)

3.45% less ownership

Funds ownership: 91.9%88.44% (-3.5%)

23% less call options, than puts

Call options by funds: $638K | Put options by funds: $832K

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
269
Holders Change
+18
Holders Change %
+7.17%
% of All Funds
6.15%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
37
Increased
110
Reduced
68
Closed
19
Calls
$638K
Puts
$832K
Net Calls
-$194K
Net Calls Change
+$441K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$408M +$22.7M +813,941 +6%
BlackRock
2
BlackRock
New York
$298M +$43.4M +1,559,294 +17%
AllianceBernstein
3
AllianceBernstein
Tennessee
$154M +$3.11M +111,784 +2%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$119M +$9.16M +328,812 +8%
N
5
Nuveen
North Carolina
$104M -$13.5M -484,569 -11%
WHG
6
Westwood Holdings Group
Texas
$68.3M -$8.09M -290,335 -10%
CIM
7
Centersquare Investment Management
Pennsylvania
$66.8M -$1.2M -43,060 -2%
State Street
8
State Street
Massachusetts
$65.2M +$4.59M +164,864 +7%
FCM
9
Frontier Capital Management
Massachusetts
$62.7M +$16.5M +593,556 +35%
GKIM
10
GW&K Investment Management
Massachusetts
$61.3M -$721K -25,862 -1%
Prudential Financial
11
Prudential Financial
New Jersey
$53M -$1.15M -41,130 -2%
WCM
12
Wedge Capital Management
North Carolina
$51.9M -$1.91M -68,540 -4%
Northern Trust
13
Northern Trust
Illinois
$51.2M +$4.55M +163,384 +10%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$46.8M +$4.95M +177,672 +12%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$41.4M +$1.16M +41,688 +3%
Victory Capital Management
16
Victory Capital Management
Texas
$37.5M +$7.01M +251,451 +23%
RJA
17
Raymond James & Associates
Florida
$37.5M +$2.88M +103,461 +8%
WMSA
18
Weiss Multi-Strategy Advisers
New York
$36.6M -$10.4M -372,284 -22%
Norges Bank
19
Norges Bank
Norway
$30.4M
Bank of New York Mellon
20
Bank of New York Mellon
New York
$29.6M +$1.34M +47,950 +5%
KCM
21
Kennedy Capital Management
Missouri
$28.9M -$1.09M -39,039 -4%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$27.7M +$2.74M +98,453 +11%
Goldman Sachs
23
Goldman Sachs
New York
$24.5M +$14.1M +504,388 +131%
Bank of America
24
Bank of America
North Carolina
$22.7M +$9.87M +354,240 +75%
TCIM
25
TIAA CREF Investment Management
New York
$18.7M +$6.8M +244,076 +56%

STAG Hedge Fund Activity: Q3 2018 in Review

269 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in STAG Industrial (STAG) for Q3 2018, worth a combined $2.54B — up 4.4% from $2.43B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new STAG positions and 19 closed out — a net gain of 18 holders — while 110 added to existing stakes and 68 trimmed.

The largest buyer was BlackRock, adding an estimated $43.4M. The largest seller was Westfield Capital Management, exiting entirely with an estimated $29.9M sold.

  • 269 institutional investors held STAG Industrial (STAG) as of Q3 2018, up from 251 in Q2 2018.
  • Funds reported $2.54B of STAG Industrial stock for Q3 2018, up 4.4% quarter-over-quarter.
  • 37 funds opened new STAG Industrial positions in Q3 2018 and 19 closed out, a net change of +18 holders.
  • The largest STAG Industrial buyer in Q3 2018 was BlackRock, an estimated $43.4M added.
  • The largest STAG Industrial seller in Q3 2018 was Westfield Capital Management, an estimated $29.9M sold.

Based on aggregated 13F filings for Q3 2018.