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
KAM
51
Keeley Asset Management
Illinois
$2.37M -$554K -26,680 -19%
HCM
52
Highbridge Capital Management
New York
$2.34M +$2.34M +112,500 New
Goldman Sachs
53
Goldman Sachs
New York
$2.13M +$1.33M +64,223 +168%
Federated Hermes
54
Federated Hermes
Pennsylvania
$2.08M -$191K -9,200 -8%
BCM
55
BlueMar Capital Management
Florida
$2.08M +$2.08M +100,000 New
PIM
56
Perkins Investment Management
Illinois
$2.04M -$6.99M -336,318 -77%
EI
57
EAM Investors
California
$2.04M -$425K -20,473 -17%
Wells Fargo
58
Wells Fargo
California
$2.04M +$125K +5,994 +7%
PPA
59
Parametric Portfolio Associates
Washington
$2.03M -$724K -34,856 -26%
DCM
60
Driehaus Capital Management
Illinois
$2.02M -$698K -33,598 -26%
BIM
61
BlackRock Investment Management
Delaware
$1.97M +$155K +7,462 +9%
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$1.95M +$991K +47,700 +104%
Deutsche Bank
63
Deutsche Bank
Germany
$1.46M +$343K +16,508 +31%
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
$1.46M +$255K +12,285 +21%
Bank of America
65
Bank of America
North Carolina
$1.35M +$324K +15,620 +32%
CS
66
Credit Suisse
Switzerland
$1.31M +$376K +18,085 +40%
Jane Street
67
Jane Street
New York
$1.22M +$1.22M +58,630 New
CBB
68
Citizens Business Bank
California
$1.18M – – –
Asset Management One
69
Asset Management One
Japan
$1.1M – – –
Dimensional Fund Advisors
70
Dimensional Fund Advisors
Texas
$1.06M +$1.06M +51,121 New
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$1.05M +$619K +29,782 +145%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$1M -$5.5K -265 -0.5%
American Century Companies
73
American Century Companies
Missouri
$962K – – –
Invesco
74
Invesco
Georgia
$960K +$633K +30,480 +195%
Ohio Public Employees Retirement System (OPERS)
75
Ohio Public Employees Retirement System (OPERS)
Ohio
$893K +$206K +9,933 +30%
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.