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STAG Industrial

373 hedge funds and large institutions have $4.42B invested in STAG Industrial in 2020 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 145 increasing their positions, 101 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 40

44% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 101

6% more funds holding

Funds holding: 353373 (+20)

5% more capital invested

Capital invested by funds: $4.19B → $4.42B (+$229M)

2.64% more ownership

Funds ownership: 92.14%94.78% (+2.6%)

6% less call options, than puts

Call options by funds: $5.19M | Put options by funds: $5.52M

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
373
Holders Change
+20
Holders Change %
+5.67%
% of All Funds
6.6%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
65
Increased
145
Reduced
101
Closed
40
Calls
$5.19M
Puts
$5.52M
Net Calls
-$331K
Net Calls Change
-$1.68M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$671M +$26.6M +852,333 +4%
BlackRock
2
BlackRock
New York
$514M +$28.5M +912,314 +6%
State Street
3
State Street
Massachusetts
$185M +$436K +13,945 +0.2%
N
4
Nuveen
North Carolina
$166M +$50M +1,600,583 +43%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$162M -$1.93M -61,631 -1%
AllianceBernstein
6
AllianceBernstein
Tennessee
$150M -$402K -12,861 -0.3%
EARNEST Partners
7
EARNEST Partners
Georgia
$123M -$260K -8,323 -0.2%
Northern Trust
8
Northern Trust
Illinois
$112M -$243K -7,763 -0.2%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$103M +$2.75M +88,147 +3%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$94.8M +$9.44M +302,059 +11%
GKIM
11
GW&K Investment Management
Massachusetts
$88M +$5M +159,918 +6%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$83.8M -$2.53M -80,957 -3%
WCM
13
Wedge Capital Management
North Carolina
$83.3M +$2.55M +81,670 +3%
Goldman Sachs
14
Goldman Sachs
New York
$80.1M -$30.7M -983,167 -28%
Wells Fargo
15
Wells Fargo
California
$72.1M +$2.52M +80,751 +4%
Federated Hermes
16
Federated Hermes
Pennsylvania
$67.8M +$16.3M +521,360 +32%
Charles Schwab
17
Charles Schwab
California
$64.6M -$436K -13,945 -0.7%
Norges Bank
18
Norges Bank
Norway
$57.6M +$1.42M +45,403 +3%
WCP
19
Waterfront Capital Partners
New York
$55M +$35.5M +1,134,383 +182%
FCM
20
Frontier Capital Management
Massachusetts
$53.3M -$3.01M -96,211 -5%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$45.2M +$1.51M +48,304 +3%
SI
22
Scout Investments
Missouri
$42.6M +$42.5M +1,359,321 New
JP Morgan Chase
23
JP Morgan Chase
New York
$40.9M +$517K +16,557 +1%
Macquarie Group
24
Macquarie Group
Australia
$40.6M -$5M -160,020 -11%
MHI
25
Miller Howard Investments
New York
$39.8M +$4.24M +135,636 +12%

STAG Hedge Fund Activity: Q4 2020 in Review

373 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in STAG Industrial (STAG) for Q4 2020, worth a combined $4.42B — up 5.5% from $4.19B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new STAG positions and 40 closed out — a net gain of 25 holders — while 145 added to existing stakes and 101 trimmed.

The largest buyer was Nuveen, adding an estimated $50M. The largest seller was Invesco, cutting an estimated $153M.

  • 373 institutional investors held STAG Industrial (STAG) as of Q4 2020, up from 353 in Q3 2020.
  • Funds reported $4.42B of STAG Industrial stock for Q4 2020, up 5.5% quarter-over-quarter.
  • 65 funds opened new STAG Industrial positions in Q4 2020 and 40 closed out, a net change of +25 holders.
  • The largest STAG Industrial buyer in Q4 2020 was Nuveen, an estimated $50M added.
  • The largest STAG Industrial seller in Q4 2020 was Invesco, an estimated $153M sold.

Based on aggregated 13F filings for Q4 2020.