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STAG Industrial

504 hedge funds and large institutions have $6.24B invested in STAG Industrial in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 188 increasing their positions, 180 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more call options, than puts

Call options by funds: $11.1M | Put options by funds: $3.08M

4% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 180

0.26% less ownership

Funds ownership: 89.58%89.32% (-0.26%)

2% less capital invested

Capital invested by funds: $6.39B → $6.24B (-$149M)

2% less funds holding

Funds holding: 515504 (-11)

16% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 50

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
504
Holders Change
-11
Holders Change %
-2.14%
% of All Funds
7.26%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
42
Increased
188
Reduced
180
Closed
50
Calls
$11.1M
Puts
$3.08M
Net Calls
+$8.01M
Net Calls Change
-$220K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.01B +$6.68M +176,332 +0.7%
BlackRock
2
BlackRock
New York
$847M +$10.5M +277,177 +1%
State Street
3
State Street
Massachusetts
$355M -$31M -816,867 -8%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$201M -$952K -25,128 -0.5%
AllianceBernstein
5
AllianceBernstein
Tennessee
$154M -$6M -158,371 -4%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$153M -$5.32M -140,408 -3%
EARNEST Partners
7
EARNEST Partners
Georgia
$137M -$2.77M -73,049 -2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$130M +$75.8M +1,998,840 +144%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$127M +$4.7M +123,983 +4%
Charles Schwab
10
Charles Schwab
California
$112M +$2.72M +71,893 +3%
N
11
Nuveen
North Carolina
$110M -$145K -3,826 -0.1%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$104M +$1.42M +37,551 +1%
BTW
13
Boston Trust Walden
Massachusetts
$97.1M -$461K -12,156 -0.5%
Deutsche Bank
14
Deutsche Bank
Germany
$94M -$24.3M -642,336 -21%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$87.7M -$7.97M -210,340 -8%
Norges Bank
16
Norges Bank
Norway
$71.7M +$3.17M +83,650 +5%
VNIM
17
Vaughan Nelson Investment Management
Texas
$63.8M +$7.95M +209,670 +14%
Cohen & Steers
18
Cohen & Steers
New York
$62.2M +$18.9M +497,528 +44%
CCM
19
Channing Capital Management
Illinois
$61.6M +$7.51M +198,164 +14%
Legal & General Group
20
Legal & General Group
United Kingdom
$61.2M -$1.13M -29,750 -2%
Prudential Financial
21
Prudential Financial
New Jersey
$61M +$22.7M +598,236 +60%
GKIM
22
GW&K Investment Management
Massachusetts
$60.2M -$1.17M -30,737 -2%
Northern Trust
23
Northern Trust
Illinois
$57.3M -$6.51M -171,870 -10%
Morgan Stanley
24
Morgan Stanley
New York
$56.1M -$53.6M -1,413,351 -49%
SI
25
Scout Investments
Missouri
$54.7M +$3.24M +85,488 +6%

STAG Hedge Fund Activity: Q1 2024 in Review

504 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in STAG Industrial (STAG) for Q1 2024, worth a combined $6.24B — down 2.3% from $6.39B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of STAG and 42 opened new positions — a net loss of 8 holders — while 180 trimmed existing stakes and 188 added.

The largest buyer was Fidelity Investments, adding an estimated $75.8M. The largest seller was Morgan Stanley, cutting an estimated $53.6M.

  • 504 institutional investors held STAG Industrial (STAG) as of Q1 2024, down from 515 in Q4 2023.
  • Funds reported $6.24B of STAG Industrial stock for Q1 2024, down 2.3% quarter-over-quarter.
  • 42 funds opened new STAG Industrial positions in Q1 2024 and 50 closed out, a net change of -8 holders.
  • The largest STAG Industrial buyer in Q1 2024 was Fidelity Investments, an estimated $75.8M added.
  • The largest STAG Industrial seller in Q1 2024 was Morgan Stanley, an estimated $53.6M sold.

Based on aggregated 13F filings for Q1 2024.