National Storage Affiliates Trust
318 hedge funds and large institutions have $2.72B invested in National Storage Affiliates Trust in 2022 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 121 increasing their positions, 105 reducing their positions, and 47 closing their positions.
19% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 47
15% more repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 105
1% more funds holding
Funds holding: 314 → 318 (+4)
2.26% less ownership
Funds ownership: 86.47% → 84.22% (-2.3%)
17% less capital invested
Capital invested by funds: $3.28B → $2.72B (-$557M)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
69% less call options, than puts
Call options by funds: $379K | Put options by funds: $1.23M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
+$38.7M |
| 2 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$36.8M |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$24.6M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
+$15.3M |
| 5 |
Goldman Sachs
New York
|
+$11.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
-$39.7M |
| 2 |
Millennium Management
New York
|
-$34.1M |
| 3 |
ZP
Zimmer Partners
New York
|
-$26.5M |
| 4 |
UBS AM
Chicago,
Illinois
|
-$21.2M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$18.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAG
351
Curtis Advisory Group
Santa Barbara,
California
| – | -$218K | -5,246 | Closed |
|
|
RJT
352
Raymond James Trust
St. Petersburg,
Florida
| – | -$216K | -5,188 | Closed |
|
|
RJFSA
353
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$214K | -5,150 | Closed |
|
|
RG
354
Renaissance Group
Covington,
Kentucky
| – | -$210K | -5,041 | Closed |
|
|
CMBA
355
C.M. Bidwell & Associates
Honolulu,
Hawaii
| – | -$143K | -3,444 | Closed |
|
|
SWA
356
Sutton Wealth Advisors
Tampa,
Florida
| – | -$81.7K | -1,966 | Closed |
|
357
Group One Trading
Chicago,
Illinois
| – | -$46K | -1,100 | Closed |
|
|
EI
358
Ellevest Inc
New York
| – | -$2K | -57 | Closed |
|
|
MAM
359
Meeder Asset Management
Dublin,
Ohio
| – | -$2K | -55 | Closed |
|
|
EW
360
Evoke Wealth
Los Angeles,
California
| – | -$2K | -49 | Closed |
|
|
CAL
361
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | -$1K | -28 | Closed |
|
|
FMP
362
Financial Management Professionals
Austin,
Texas
| – | -$1K | -22 | Closed |
|
|
SSG
363
Summit Securities Group
New York
| – | +$39 | +1 | New |
|
NSA Hedge Fund Activity: Q4 2022 in Review
318 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q4 2022, worth a combined $2.72B — down 17% from $3.28B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new NSA positions and 47 closed out — a net gain of 9 holders — while 121 added to existing stakes and 105 trimmed.
The largest buyer was Balyasny Asset Management, adding an estimated $38.7M. The largest seller was Nuveen, cutting an estimated $39.7M.
- 318 institutional investors held National Storage Affiliates Trust (NSA) as of Q4 2022, up from 314 in Q3 2022.
- Funds reported $2.72B of National Storage Affiliates Trust stock for Q4 2022, down 17% quarter-over-quarter.
- 56 funds opened new National Storage Affiliates Trust positions in Q4 2022 and 47 closed out, a net change of +9 holders.
- The largest National Storage Affiliates Trust buyer in Q4 2022 was Balyasny Asset Management, an estimated $38.7M added.
- The largest National Storage Affiliates Trust seller in Q4 2022 was Nuveen, an estimated $39.7M sold.
Based on aggregated 13F filings for Q4 2022.