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STAG Industrial

497 hedge funds and large institutions have $5.8B invested in STAG Industrial in 2023 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 166 increasing their positions, 168 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $3.08M

125% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 36

9% more funds holding

Funds holding: 457497 (+40)

8% more capital invested

Capital invested by funds: $5.36B → $5.8B (+$433M)

1.56% more ownership

Funds ownership: 88.44%90% (+1.6%)

1% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 168

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
497
Holders Change
+40
Holders Change %
+8.75%
% of All Funds
7.8%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
81
Increased
166
Reduced
168
Closed
36
Calls
$10.3M
Puts
$3.08M
Net Calls
+$7.22M
Net Calls Change
+$3.72M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$930M -$27.5M -796,436 -3%
BlackRock
2
BlackRock
New York
$761M +$94.2M +2,724,076 +15%
State Street
3
State Street
Massachusetts
$352M +$35.1M +1,016,348 +12%
AllianceBernstein
4
AllianceBernstein
Tennessee
$187M -$2.48M -71,728 -1%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$164M -$25.6M -739,712 -14%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$152M +$1.68M +48,569 +1%
EARNEST Partners
7
EARNEST Partners
Georgia
$136M -$8.7M -251,746 -6%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$107M -$28.2M -816,862 -21%
BTW
9
Boston Trust Walden
Massachusetts
$99M +$4.38M +126,827 +5%
Charles Schwab
10
Charles Schwab
California
$95.3M -$12.9M -372,287 -12%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$92.1M +$1.76M +50,812 +2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$85M +$25.5M +737,385 +45%
Northern Trust
13
Northern Trust
Illinois
$79.7M -$30.2M -872,370 -28%
Norges Bank
14
Norges Bank
Norway
$71.8M -$3.54M -102,453 -5%
CCM
15
Channing Capital Management
Illinois
$70M +$10.6M +305,470 +19%
SI
16
Scout Investments
Missouri
$68.6M -$16.5M -478,288 -21%
N
17
Nuveen
North Carolina
$65.3M -$6.37M -184,419 -9%
DRZID
18
DePrince Race & Zollo Inc (DRZ)
Florida
$63.6M -$6.7M -193,748 -10%
GKIM
19
GW&K Investment Management
Massachusetts
$61M -$870K -25,161 -1%
Franklin Resources
20
Franklin Resources
California
$57.2M +$2.63M +75,956 +5%
Legal & General Group
21
Legal & General Group
United Kingdom
$55.1M +$4.12M +119,230 +8%
Goldman Sachs
22
Goldman Sachs
New York
$52.4M -$42.6M -1,232,220 -46%
Federated Hermes
23
Federated Hermes
Pennsylvania
$51.7M -$15.6M -450,969 -24%
PA
24
Paralel Advisors
Colorado
$50.2M
Wells Fargo
25
Wells Fargo
California
$50.2M -$1.48M -42,737 -3%

STAG Hedge Fund Activity: Q2 2023 in Review

497 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in STAG Industrial (STAG) for Q2 2023, worth a combined $5.8B — up 8.1% from $5.36B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new STAG positions and 36 closed out — a net gain of 45 holders — while 166 added to existing stakes and 168 trimmed.

The largest buyer was BlackRock, adding an estimated $94.2M. The largest seller was Long Pond Capital, exiting entirely with an estimated $44.9M sold.

  • 497 institutional investors held STAG Industrial (STAG) as of Q2 2023, up from 457 in Q1 2023.
  • Funds reported $5.8B of STAG Industrial stock for Q2 2023, up 8.1% quarter-over-quarter.
  • 81 funds opened new STAG Industrial positions in Q2 2023 and 36 closed out, a net change of +45 holders.
  • The largest STAG Industrial buyer in Q2 2023 was BlackRock, an estimated $94.2M added.
  • The largest STAG Industrial seller in Q2 2023 was Long Pond Capital, an estimated $44.9M sold.

Based on aggregated 13F filings for Q2 2023.