National Storage Affiliates Trust
148 hedge funds and large institutions have $994M invested in National Storage Affiliates Trust in 2017 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 75 increasing their positions, 32 reducing their positions, and 20 closing their positions.
134% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 32
20% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 20
6.49% more ownership
Funds ownership: 90.64% → 97.14% (+6.5%)
6% more capital invested
Capital invested by funds: $937M → $994M (+$56.6M)
1% more funds holding
Funds holding: 146 → 148 (+2)
34% less call options, than puts
Call options by funds: $880K | Put options by funds: $1.34M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$57.9M |
| 2 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$14.3M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$10.8M |
| 4 |
Renaissance Technologies
New York
|
+$9.51M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$8.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$18.7M |
| 2 |
Jennison Associates
New York
|
-$13.2M |
| 3 |
Westfield Capital Management
Boston,
Massachusetts
|
-$10M |
| 4 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$8.83M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$8.79M |
NSA Hedge Fund Activity: Q2 2017 in Review
148 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q2 2017, worth a combined $994M — up 6% from $937M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new NSA positions and 20 closed out — a net gain of 4 holders — while 75 added to existing stakes and 32 trimmed.
The largest buyer was BlackRock, adding an estimated $57.9M. The largest seller was Principal Financial Group, cutting an estimated $18.7M.
- 148 institutional investors held National Storage Affiliates Trust (NSA) as of Q2 2017, up from 146 in Q1 2017.
- Funds reported $994M of National Storage Affiliates Trust stock for Q2 2017, up 6% quarter-over-quarter.
- 24 funds opened new National Storage Affiliates Trust positions in Q2 2017 and 20 closed out, a net change of +4 holders.
- The largest National Storage Affiliates Trust buyer in Q2 2017 was BlackRock, an estimated $57.9M added.
- The largest National Storage Affiliates Trust seller in Q2 2017 was Principal Financial Group, an estimated $18.7M sold.
Based on aggregated 13F filings for Q2 2017.