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STAG Industrial

443 hedge funds and large institutions have $4.94B invested in STAG Industrial in 2022 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 160 increasing their positions, 147 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 31

78% more call options, than puts

Call options by funds: $6.57M | Put options by funds: $3.7M

10% more funds holding

Funds holding: 403443 (+40)

9% more capital invested

Capital invested by funds: $4.52B → $4.94B (+$420M)

9% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 147

2.08% less ownership

Funds ownership: 88.65%86.57% (-2.1%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
443
Holders Change
+40
Holders Change %
+9.93%
% of All Funds
7.12%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
79
Increased
160
Reduced
147
Closed
31
Calls
$6.57M
Puts
$3.7M
Net Calls
+$2.87M
Net Calls Change
+$3.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$857M +$15.9M +508,285 +2%
BlackRock
2
BlackRock
New York
$596M +$12.6M +402,230 +2%
State Street
3
State Street
Massachusetts
$282M +$2.65M +84,576 +1%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$166M -$117M -3,742,447 -42%
AllianceBernstein
5
AllianceBernstein
Tennessee
$137M +$16.2M +516,088 +14%
EARNEST Partners
6
EARNEST Partners
Georgia
$129M +$9.57M +305,629 +8%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$128M +$23.5M +748,896 +23%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$119M +$3.23M +102,994 +3%
Northern Trust
9
Northern Trust
Illinois
$100M +$12.1M +384,725 +14%
Goldman Sachs
10
Goldman Sachs
New York
$97.6M +$2.22M +70,823 +2%
Charles Schwab
11
Charles Schwab
California
$96.4M +$3.63M +115,916 +4%
CIMLRA
12
CBRE Investment Management Listed Real Assets
Pennsylvania
$85.1M +$968K +30,919 +1%
SI
13
Scout Investments
Missouri
$74.7M -$3.35M -106,935 -4%
BTW
14
Boston Trust Walden
Massachusetts
$74.1M +$348K +11,102 +0.5%
N
15
Nuveen
North Carolina
$71.9M -$19.8M -632,644 -22%
Federated Hermes
16
Federated Hermes
Pennsylvania
$68.4M -$11.7M -372,326 -15%
GKIM
17
GW&K Investment Management
Massachusetts
$66.3M -$542K -17,301 -0.8%
Norges Bank
18
Norges Bank
Norway
$59.2M +$5.71M +182,416 +11%
DRZID
19
DePrince Race & Zollo Inc (DRZ)
Florida
$54.5M +$8.32M +265,675 +19%
WCP
20
Waterfront Capital Partners
New York
$50.4M -$29M -926,749 -37%
LPC
21
Long Pond Capital
New York
$48.8M -$33.3M -1,062,349 -41%
WCM
22
Wedge Capital Management
North Carolina
$48.5M -$5.36M -171,272 -10%
Franklin Resources
23
Franklin Resources
California
$48.3M +$17.8M +568,300 +61%
JP Morgan Chase
24
JP Morgan Chase
New York
$46.1M +$3.29M +105,094 +8%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$45.5M -$3.66M -116,723 -8%

STAG Hedge Fund Activity: Q4 2022 in Review

443 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in STAG Industrial (STAG) for Q4 2022, worth a combined $4.94B — up 9.3% from $4.52B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new STAG positions and 31 closed out — a net gain of 48 holders — while 160 added to existing stakes and 147 trimmed.

The largest buyer was Vaughan Nelson Investment Management, opening a new position worth an estimated $38.2M. The largest seller was Zimmer Partners, exiting entirely with an estimated $128M sold.

  • 443 institutional investors held STAG Industrial (STAG) as of Q4 2022, up from 403 in Q3 2022.
  • Funds reported $4.94B of STAG Industrial stock for Q4 2022, up 9.3% quarter-over-quarter.
  • 79 funds opened new STAG Industrial positions in Q4 2022 and 31 closed out, a net change of +48 holders.
  • The largest STAG Industrial buyer in Q4 2022 was Vaughan Nelson Investment Management, an estimated $38.2M added.
  • The largest STAG Industrial seller in Q4 2022 was Zimmer Partners, an estimated $128M sold.

Based on aggregated 13F filings for Q4 2022.