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National Storage Affiliates Trust
NSA

147 hedge funds and large institutions have $1.01B invested in National Storage Affiliates Trust in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $994M → $1.01B (+$17.4M)

0% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 50

1% less funds holding

Funds holding: 148 → 147 (-1)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

2.99% less ownership

Funds ownership: 97.14% → 94.14% (-3%)

93% less call options, than puts

Call options by funds: $66K | Put options by funds: $991K

Holders
147
Holders Change
-1
Holders Change %
-0.68%
% of All Funds
3.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
50
Reduced
50
Closed
17
Calls
$66K
Puts
$991K
Net Calls
-$925K
Net Calls Change
-$466K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$8.81M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$5.27M
3
VNIM
Vaughan Nelson Investment Management
Texas
+$4.14M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$2.71M
5
ACH
ArrowMark Colorado Holdings
Colorado
+$2.55M

Top Sellers

Rank Fund Capital Flow
1
PFC
Phocas Financial Corp
California
-$11M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$7.62M
3
Morgan Stanley
Morgan Stanley
New York
-$4.55M
4
UBS Group
UBS Group
Switzerland
-$3.87M
5
Goldman Sachs
Goldman Sachs
New York
-$3.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$7.14M -$3.6M -158,589 -35%
Ameriprise
27
Ameriprise
Minnesota
$6.55M -$75.3K -3,313 -1%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$5.86M -$1.47M -64,817 -21%
FM
29
Forward Management
California
$5.34M – – –
BA
30
Boston Advisors
Massachusetts
$4.95M +$1.35M +59,415 +41%
Legal & General Group
31
Legal & General Group
United Kingdom
$4.67M +$907K +39,952 +26%
Janus Henderson Group
32
Janus Henderson Group
United Kingdom
$4.26M +$2.71M +119,256 +211%
Wells Fargo
33
Wells Fargo
California
$4.25M +$373K +16,424 +10%
Neuberger Berman Group
34
Neuberger Berman Group
New York
$3.69M -$555K -24,438 -14%
Allianz Asset Management
35
Allianz Asset Management
Germany
$3.64M – – –
Natixis Advisors
36
Natixis Advisors
Massachusetts
$3.55M +$370K +16,291 +13%
Goldman Sachs
37
Goldman Sachs
New York
$3.37M -$3.61M -158,892 -53%
Fisher Asset Management
38
Fisher Asset Management
Washington
$3.3M +$273K +12,040 +10%
Kayne Anderson Rudnick Investment Management
39
Kayne Anderson Rudnick Investment Management
California
$2.85M -$207K -9,107 -7%
CS
40
Credit Suisse
Switzerland
$2.85M -$17.6K -774 -0.7%
Bank of America
41
Bank of America
North Carolina
$2.79M -$285K -12,551 -10%
RIM
42
Rainier Investment Management
Washington
$2.71M -$387K -17,020 -13%
Invesco
43
Invesco
Georgia
$2.56M +$43.2K +1,903 +2%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$2.31M +$32.4K +1,426 +2%
Asset Management One
45
Asset Management One
Japan
$2.29M +$48.7K +2,144 +2%
VRS
46
Virginia Retirement Systems
Virginia
$2.2M -$427K -18,800 -17%
PPA
47
Parametric Portfolio Associates
Washington
$2.14M -$814K -35,854 -29%
SEI Investments
48
SEI Investments
Pennsylvania
$2.04M -$337K -14,845 -15%
Canada Life
49
Canada Life
Manitoba, Canada
$1.91M -$95.5K -4,204 -5%
Two Sigma Advisers
50
Two Sigma Advisers
New York
$1.86M +$229K +10,100 +15%
1
2
3 4 5

NSA Hedge Fund Activity: Q3 2017 in Review

147 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q3 2017, worth a combined $1.01B — up 1.7% from $994M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of NSA and 16 opened new positions — a net loss of 1 holder — while 50 trimmed existing stakes and 50 added.

The largest buyer was BlackRock, adding an estimated $8.81M. The largest seller was Phocas Financial Corp, exiting entirely with an estimated $11M sold.

  • 147 institutional investors held National Storage Affiliates Trust (NSA) as of Q3 2017, down from 148 in Q2 2017.
  • Funds reported $1.01B of National Storage Affiliates Trust stock for Q3 2017, up 1.7% quarter-over-quarter.
  • 16 funds opened new National Storage Affiliates Trust positions in Q3 2017 and 17 closed out, a net change of -1 holder.
  • The largest National Storage Affiliates Trust buyer in Q3 2017 was BlackRock, an estimated $8.81M added.
  • The largest National Storage Affiliates Trust seller in Q3 2017 was Phocas Financial Corp, an estimated $11M sold.

Based on aggregated 13F filings for Q3 2017.