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National Storage Affiliates Trust
NSA

80 hedge funds and large institutions have $289M invested in National Storage Affiliates Trust in 2015 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,284% more call options, than puts

Call options by funds: $692K | Put options by funds: $50K

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

22% more capital invested

Capital invested by funds: $237M → $289M (+$52.5M)

17% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 23

11% more funds holding

Funds holding: 72 → 80 (+8)

9.04% more ownership

Funds ownership: 84.54% → 93.58% (+9%)

Holders
80
Holders Change
+8
Holders Change %
+11.11%
% of All Funds
2.23%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
27
Reduced
23
Closed
13
Calls
$692K
Puts
$50K
Net Calls
+$642K
Net Calls Change
+$644K

Top Buyers

Rank Fund Capital Flow
1
JHIU
Janus Henderson Investors US
Colorado
+$12.2M
2
CGM
Capital Growth Management
Massachusetts
+$10.6M
3
ACH
ArrowMark Colorado Holdings
Colorado
+$6.68M
4
BIT
BlackRock Institutional Trust
California
+$5.02M
5
State Street
State Street
Massachusetts
+$3.92M

Top Sellers

Rank Fund Capital Flow
1
WMSA
Weiss Multi-Strategy Advisers
New York
-$13.9M
2
HCM
Highbridge Capital Management
New York
-$7.85M
3
SCRM
Security Capital Research & Management
Illinois
-$5.87M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$4.39M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$3.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
26
Millennium Management
New York
$1.82M -$428K -33,388 -20%
SAMC
27
Shinko Asset Management Company
Japan
$1.78M +$1.67M +130,175 +9,298%
Fisher Asset Management
28
Fisher Asset Management
Washington
$1.76M +$1.67M +130,275 New
Ameriprise
29
Ameriprise
Minnesota
$1.73M +$1.64M +127,867 New
Renaissance Technologies
30
Renaissance Technologies
New York
$1.58M +$1.49M +116,500 New
Charles Schwab
31
Charles Schwab
California
$1.54M +$910K +71,024 +168%
RFC
32
Russell Frank Company
Washington
$1.52M +$631K +49,286 +78%
Principal Financial Group
33
Principal Financial Group
Iowa
$1.48M +$1.4M +109,000 New
TCIM
34
TIAA CREF Investment Management
New York
$1.36M -$37K -2,891 -3%
JP Morgan Chase
35
JP Morgan Chase
New York
$1.19M +$1.13M +88,113 New
BIM
36
BlackRock Investment Management
Delaware
$1.16M +$27.7K +2,166 +3%
CPA
37
Columbia Pacific Advisors
Washington
$948K +$897K +70,000 New
Deutsche Bank
38
Deutsche Bank
Germany
$767K +$656K +51,198 +930%
CBB
39
Citizens Business Bank
California
$765K – – –
CNB
40
City National Bank
California
$678K – – –
Asset Management One
41
Asset Management One
Japan
$667K +$60.8K +4,749 +10%
DC
42
Deere & Company
Illinois
$608K +$575K +44,854 New
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$565K -$1.28K -100 -0.2%
TIAAOA
44
Teachers Insurance & Annuity Association of America
New York
$564K – – –
NFA
45
Nationwide Fund Advisors
Ohio
$512K +$296K +23,100 +157%
Bank of America
46
Bank of America
North Carolina
$507K +$474K +36,990 +9,201%
Wells Fargo
47
Wells Fargo
California
$500K +$165K +12,877 +54%
TA
48
Teachers Advisors
New York
$473K – – –
Ohio Public Employees Retirement System (OPERS)
49
Ohio Public Employees Retirement System (OPERS)
Ohio
$382K +$361K +28,168 New
SO
50
STRS Ohio
Ohio
$344K -$179K -13,988 -36%
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NSA Hedge Fund Activity: Q3 2015 in Review

80 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q3 2015, worth a combined $289M — up 22% from $237M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new NSA positions and 13 closed out — a net gain of 8 holders — while 27 added to existing stakes and 23 trimmed.

The largest buyer was Janus Henderson Investors US, opening a new position worth an estimated $12.2M. The largest seller was Weiss Multi-Strategy Advisers, exiting entirely with an estimated $13.9M sold.

  • 80 institutional investors held National Storage Affiliates Trust (NSA) as of Q3 2015, up from 72 in Q2 2015.
  • Funds reported $289M of National Storage Affiliates Trust stock for Q3 2015, up 22% quarter-over-quarter.
  • 21 funds opened new National Storage Affiliates Trust positions in Q3 2015 and 13 closed out, a net change of +8 holders.
  • The largest National Storage Affiliates Trust buyer in Q3 2015 was Janus Henderson Investors US, an estimated $12.2M added.
  • The largest National Storage Affiliates Trust seller in Q3 2015 was Weiss Multi-Strategy Advisers, an estimated $13.9M sold.

Based on aggregated 13F filings for Q3 2015.