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STAG Industrial

265 hedge funds and large institutions have $2.41B invested in STAG Industrial in 2018 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 86 increasing their positions, 93 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $1.39M | Put options by funds: $1.15M

0.71% more ownership

Funds ownership: 88.44%89.15% (+0.71%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 35

5% less capital invested

Capital invested by funds: $2.54B → $2.41B (-$126M)

8% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 93

1% less funds holding

Funds holding: 269265 (-4)

Holders
265
Holders Change
-4
Holders Change %
-1.49%
% of All Funds
5.9%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
34
Increased
86
Reduced
93
Closed
35
Calls
$1.39M
Puts
$1.15M
Net Calls
+$239K
Net Calls Change
+$433K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$384M +$15.6M +595,410 +4%
BlackRock
2
BlackRock
New York
$274M +$5.02M +192,106 +2%
AllianceBernstein
3
AllianceBernstein
Tennessee
$135M -$4.07M -155,647 -3%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$98.7M -$9.71M -371,244 -9%
Invesco
5
Invesco
Georgia
$86.8M +$88.7M +3,392,335 +3,536%
N
6
Nuveen
North Carolina
$76.2M -$18.5M -707,909 -19%
CIM
7
Centersquare Investment Management
Pennsylvania
$74.3M +$14.6M +557,464 +23%
ZP
8
Zimmer Partners
New York
$63.2M +$66.5M +2,542,083 New
FCM
9
Frontier Capital Management
Massachusetts
$60M +$3.43M +131,248 +6%
State Street
10
State Street
Massachusetts
$58.3M -$941K -36,014 -2%
GKIM
11
GW&K Investment Management
Massachusetts
$53.5M -$2.02M -77,183 -3%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$50.5M +$8.58M +328,251 +19%
WHG
13
Westwood Holdings Group
Texas
$49.4M -$13.1M -499,233 -20%
Prudential Financial
14
Prudential Financial
New Jersey
$45.8M -$2.26M -86,487 -4%
Northern Trust
15
Northern Trust
Illinois
$41.9M -$4.66M -178,067 -10%
WCM
16
Wedge Capital Management
North Carolina
$39.9M -$7.47M -285,678 -15%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$38.7M +$1.28M +48,941 +3%
Victory Capital Management
18
Victory Capital Management
Texas
$37.5M +$3.75M +143,469 +11%
Norges Bank
19
Norges Bank
Norway
$31.3M +$4.01M +153,365 +14%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$28.4M +$1.76M +67,262 +6%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$27.9M +$3M +114,578 +11%
KCM
22
Kennedy Capital Management
Missouri
$25.7M -$519K -19,853 -2%
RJA
23
Raymond James & Associates
Florida
$24.7M -$9.75M -372,808 -27%
Bank of America
24
Bank of America
North Carolina
$23.5M +$3.09M +118,360 +14%
CC
25
Carlson Capital
Texas
$23.5M +$12M +460,002 +95%

STAG Hedge Fund Activity: Q4 2018 in Review

265 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in STAG Industrial (STAG) for Q4 2018, worth a combined $2.41B — down 5% from $2.54B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of STAG and 34 opened new positions — a net loss of 1 holder — while 93 trimmed existing stakes and 86 added.

The largest buyer was Invesco, adding an estimated $88.7M. The largest seller was Nuveen, cutting an estimated $18.5M.

  • 265 institutional investors held STAG Industrial (STAG) as of Q4 2018, down from 269 in Q3 2018.
  • Funds reported $2.41B of STAG Industrial stock for Q4 2018, down 5% quarter-over-quarter.
  • 34 funds opened new STAG Industrial positions in Q4 2018 and 35 closed out, a net change of -1 holder.
  • The largest STAG Industrial buyer in Q4 2018 was Invesco, an estimated $88.7M added.
  • The largest STAG Industrial seller in Q4 2018 was Nuveen, an estimated $18.5M sold.

Based on aggregated 13F filings for Q4 2018.