We are live on ! Find out more
NSA icon

National Storage Affiliates Trust
NSA

151 hedge funds and large institutions have $727M invested in National Storage Affiliates Trust in 2016 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 49 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

430% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 10

75% more capital invested

Capital invested by funds: $417M → $727M (+$311M)

63.17% more ownership

Funds ownership: 86.6% → 149.77% (+63%)

40% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 35

39% more funds holding

Funds holding: 109 → 151 (+42)

65% less call options, than puts

Call options by funds: $501K | Put options by funds: $1.43M

Holders
151
Holders Change
+42
Holders Change %
+38.53%
% of All Funds
4.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
53
Increased
49
Reduced
35
Closed
10
Calls
$501K
Puts
$1.43M
Net Calls
-$932K
Net Calls Change
-$972K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$107M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$49.4M
3
ZP
Zimmer Partners
New York
+$19.6M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$14.4M
5
NI
Numeric Investors
Massachusetts
+$13.1M

Top Sellers

Rank Fund Capital Flow
1
NIMC
NWQ Investment Management Company
California
-$8.92M
2
PIM
Perkins Investment Management
Illinois
-$6.99M
3
Jennison Associates
Jennison Associates
New York
-$6.65M
4
ERSOT
Employees Retirement System of Texas
Texas
-$4.58M
5
Millennium Management
Millennium Management
New York
-$3.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
Tudor Investment Corp
26
Tudor Investment Corp
Connecticut
$7.28M +$7.26M +349,755 New
N
27
Nuveen
North Carolina
$6.28M +$6.26M +301,551 New
Alyeska Investment Group
28
Alyeska Investment Group
Illinois
$6.25M +$6.23M +300,000 New
Citadel Advisors
29
Citadel Advisors
Florida
$6.17M +$6.15M +296,119 New
Renaissance Technologies
30
Renaissance Technologies
New York
$5.93M -$1.84M -88,700 -24%
D.E. Shaw & Co
31
D.E. Shaw & Co
New York
$5.37M +$5.35M +257,667 New
AACA
32
American Assets Capital Advisers
California
$5.16M +$806K +38,794 +19%
Lazard Asset Management
33
Lazard Asset Management
New York
$4.68M +$3.68M +177,320 +373%
MCM
34
Matarin Capital Management
New York
$4.28M +$2.04M +98,079 +91%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$4.27M +$418K +20,134 +11%
Geode Capital Management
36
Geode Capital Management
Massachusetts
$4.21M -$41.7K -2,007 -1%
JP Morgan Chase
37
JP Morgan Chase
New York
$4.04M +$1.93M +93,142 +92%
KC
38
KRV Capital
New York
$3.85M +$3.84M +185,000 New
TCIM
39
TIAA CREF Investment Management
New York
$3.74M +$141K +6,773 +4%
Neuberger Berman Group
40
Neuberger Berman Group
New York
$3.72M -$18K -867 -0.5%
Balyasny Asset Management
41
Balyasny Asset Management
Illinois
$3.54M +$3.54M +170,204 New
Charles Schwab
42
Charles Schwab
California
$3.23M +$302K +14,560 +10%
LCM
43
Laurion Capital Management
New York
$3.23M +$3.22M +155,000 New
Fisher Asset Management
44
Fisher Asset Management
Washington
$3.17M -$596K -28,678 -17%
MIM
45
Monashee Investment Management
Massachusetts
$3.12M – – –
MF
46
Magnetar Financial
Illinois
$3.12M +$3.12M +150,000 New
EA
47
Emerald Acquisition
Washington
$3.02M +$3.02M +145,241 New
SAMC
48
Shinko Asset Management Company
Japan
$3M -$581K -27,978 -16%
ACPU
49
Arrowgrass Capital Partners (US)
Delaware
$2.6M +$2.6M +125,000 New
PCM
50
Palisade Capital Management
New Jersey
$2.5M +$2.49M +119,983 New
1
2
3 4 5

NSA Hedge Fund Activity: Q2 2016 in Review

151 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q2 2016, worth a combined $727M — up 75% from $417M a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new NSA positions and 10 closed out — a net gain of 43 holders — while 49 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $107M. The largest seller was NWQ Investment Management Company, exiting entirely with an estimated $8.92M sold.

  • 151 institutional investors held National Storage Affiliates Trust (NSA) as of Q2 2016, up from 109 in Q1 2016.
  • Funds reported $727M of National Storage Affiliates Trust stock for Q2 2016, up 75% quarter-over-quarter.
  • 53 funds opened new National Storage Affiliates Trust positions in Q2 2016 and 10 closed out, a net change of +43 holders.
  • The largest National Storage Affiliates Trust buyer in Q2 2016 was Morgan Stanley, an estimated $107M added.
  • The largest National Storage Affiliates Trust seller in Q2 2016 was NWQ Investment Management Company, an estimated $8.92M sold.

Based on aggregated 13F filings for Q2 2016.