National Storage Affiliates Trust
NSA
314 hedge funds and large institutions have $3.28B invested in National Storage Affiliates Trust in 2022 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 130 increasing their positions, 98 reducing their positions, and 48 closing their positions.
191% more call options, than puts
Call options by funds: $1.07M | Put options by funds: $366K
33% more repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 98
0.97% more ownership
Funds ownership: 85.5% → 86.47% (+0.97%)
4% less first-time investments, than exits
New positions opened: 46 | Existing positions closed: 48
2% less funds holding
Funds holding: 319 → 314 (-5)
16% less capital invested
Capital invested by funds: $3.91B → $3.28B (-$634M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$55.1M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$49.1M |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$32.7M |
| 4 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
+$29.3M |
| 5 |
TCM
TimesSquare Capital Management
New York
|
+$25.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$48.1M |
| 2 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
-$33.2M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$31M |
| 4 |
BlackRock
New York
|
-$29.2M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
-$27.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWM
351
SeaCrest Wealth Management
Purchase,
New York
| – | -$68K | -1,350 | Closed |
|
|
AIP
352
Ahrens Investment Partners
Lafayette,
Louisiana
| – | -$34K | -675 | Closed |
|
353
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$8K | -166 | Closed |
|
|
COCM
354
Charter Oak Capital Management
Portsmouth,
New Hampshire
| – | -$5K | -100 | Closed |
|
|
SSG
355
Summit Securities Group
New York
| – | -$5K | -100 | Closed |
|
|
PMFA
356
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$2K | -45 | Closed |
|
|
HF
357
Halpern Financial
Ashburn,
Virginia
| – | -$1.6K | -32 | Closed |
|
|
STCOSD
358
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
| – | -$2K | -32 | Closed |
|
|
BC
359
Burleson & Co
Petaluma,
California
| – | -$1K | -11 | Closed |
|
|
MA
360
MUFG Americas
New York
| – | +$357 | +7 | New |
|
NSA Hedge Fund Activity: Q3 2022 in Review
314 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q3 2022, worth a combined $3.28B — down 16% from $3.91B a quarter earlier.
Sellers outnumbered buyers: 48 funds closed out of NSA and 46 opened new positions — a net loss of 2 holders — while 98 trimmed existing stakes and 130 added.
The largest buyer was Goldman Sachs, adding an estimated $55.1M. The largest seller was Wellington Management Group, cutting an estimated $48.1M.
- 314 institutional investors held National Storage Affiliates Trust (NSA) as of Q3 2022, down from 319 in Q2 2022.
- Funds reported $3.28B of National Storage Affiliates Trust stock for Q3 2022, down 16% quarter-over-quarter.
- 46 funds opened new National Storage Affiliates Trust positions in Q3 2022 and 48 closed out, a net change of -2 holders.
- The largest National Storage Affiliates Trust buyer in Q3 2022 was Goldman Sachs, an estimated $55.1M added.
- The largest National Storage Affiliates Trust seller in Q3 2022 was Wellington Management Group, an estimated $48.1M sold.
Based on aggregated 13F filings for Q3 2022.