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STAG Industrial
STAG

457 hedge funds and large institutions have $5.36B invested in STAG Industrial in 2023 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 194 increasing their positions, 131 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

79% more call options, than puts

Call options by funds: $7.95M | Put options by funds: $4.45M

60% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 35

48% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 131

9% more capital invested

Capital invested by funds: $4.94B → $5.36B (+$426M)

3% more funds holding

Funds holding: 443 → 457 (+14)

1.87% more ownership

Funds ownership: 86.57% → 88.44% (+1.9%)

Holders
457
Holders Change
+14
Holders Change %
+3.16%
% of All Funds
7.28%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
56
Increased
194
Reduced
131
Closed
35
Calls
$7.95M
Puts
$4.45M
Net Calls
+$3.5M
Net Calls Change
+$628K

Top Buyers

1
CCM
Channing Capital Management
Illinois
+$56.1M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$35.7M
3
William Blair Investment Management
William Blair Investment Management
Illinois
+$34.9M
4
Ameriprise
Ameriprise
Minnesota
+$20.7M
5
JP Morgan Chase
JP Morgan Chase
New York
+$14.9M

Top Sellers

1
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$80.4M
2
Millennium Management
Millennium Management
New York
-$19.6M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$13.2M
4
Goldman Sachs
Goldman Sachs
New York
-$11.2M
5
GKIM
GW&K Investment Management
Massachusetts
-$11.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$904M +$6.7M +196,384 +0.7%
BlackRock
2
BlackRock
New York
$625M +$470K +13,787 +0.1%
State Street
3
State Street
Massachusetts
$298M +$2.55M +74,763 +0.9%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$179M +$5.93M +173,697 +3%
AllianceBernstein
5
AllianceBernstein
Tennessee
$179M +$35.7M +1,046,146 +25%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$141M +$7M +205,237 +5%
EARNEST Partners
7
EARNEST Partners
Georgia
$137M +$1.86M +54,500 +1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$129M +$4.52M +132,536 +4%
Northern Trust
9
Northern Trust
Illinois
$105M -$62.2K -1,822 -0.1%
Charles Schwab
10
Charles Schwab
California
$102M +$1.51M +44,331 +1%
Goldman Sachs
11
Goldman Sachs
New York
$91.1M -$11.2M -329,726 -11%
BTW
12
Boston Trust Walden
Massachusetts
$89.1M +$11.6M +339,036 +15%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$85.1M +$3.64M +106,567 +4%
SI
14
Scout Investments
Missouri
$76.5M -$1.77M -51,742 -2%
Norges Bank
15
Norges Bank
Norway
$71.1M +$9.24M +270,881 +15%
N
16
Nuveen
North Carolina
$67.8M -$7.56M -221,733 -10%
DRZID
17
DePrince Race & Zollo Inc (DRZ)
Florida
$66.5M +$9.56M +280,233 +17%
Federated Hermes
18
Federated Hermes
Pennsylvania
$64M -$7.75M -227,323 -11%
JP Morgan Chase
19
JP Morgan Chase
New York
$63M +$14.9M +435,482 +30%
GKIM
20
GW&K Investment Management
Massachusetts
$58.4M -$11.2M -327,902 -16%
CCM
21
Channing Capital Management
Illinois
$55.6M +$56.1M +1,644,354 New
Bank of New York Mellon
22
Bank of New York Mellon
New York
$55.1M +$7.55M +221,414 +16%
WCP
23
Waterfront Capital Partners
New York
$52.1M -$635K -18,605 -1%
Franklin Resources
24
Franklin Resources
California
$51.4M +$790K +23,173 +2%
Wells Fargo
25
Wells Fargo
California
$48.8M +$2.36M +69,124 +5%
1
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STAG Hedge Fund Activity: Q1 2023 in Review

457 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in STAG Industrial (STAG) for Q1 2023, worth a combined $5.36B — up 8.6% from $4.94B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new STAG positions and 35 closed out — a net gain of 21 holders — while 194 added to existing stakes and 131 trimmed.

The largest buyer was Channing Capital Management, opening a new position worth an estimated $56.1M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $80.4M.

  • 457 institutional investors held STAG Industrial (STAG) as of Q1 2023, up from 443 in Q4 2022.
  • Funds reported $5.36B of STAG Industrial stock for Q1 2023, up 8.6% quarter-over-quarter.
  • 56 funds opened new STAG Industrial positions in Q1 2023 and 35 closed out, a net change of +21 holders.
  • The largest STAG Industrial buyer in Q1 2023 was Channing Capital Management, an estimated $56.1M added.
  • The largest STAG Industrial seller in Q1 2023 was CBRE Investment Management Listed Real Assets, an estimated $80.4M sold.

Based on aggregated 13F filings for Q1 2023.