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National Storage Affiliates Trust
NSA

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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
148
Holders Change
+2
Holders Change %
+1.37%
% of All Funds
3.69%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
75
Reduced
32
Closed
20
Calls
$880K
Puts
$1.34M
Net Calls
-$459K
Net Calls Change
+$146K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$57.9M
2
VNIM
Vaughan Nelson Investment Management
Texas
+$14.3M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$10.8M
4
Renaissance Technologies
Renaissance Technologies
New York
+$9.51M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$8.46M

Top Sellers

Rank Fund Capital Flow
1
Principal Financial Group
Principal Financial Group
Iowa
-$18.7M
2
Jennison Associates
Jennison Associates
New York
-$13.2M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$10M
4
DCM
Driehaus Capital Management
Illinois
-$8.83M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$8.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
SEI Investments
51
SEI Investments
Pennsylvania
$2.28M +$382K +15,906 +19%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$2.17M +$939K +39,137 +72%
Asset Management One
53
Asset Management One
Japan
$2.16M +$32K +1,335 +1%
Canada Life
54
Canada Life
Manitoba, Canada
$1.92M +$1.44M +60,000 +260%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$1.81M -$98.2K -4,094 -5%
PCM
56
Piermont Capital Management
Missouri
$1.76M +$130K +5,430 +8%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$1.71M +$173K +7,199 +11%
Prudential Financial
58
Prudential Financial
New Jersey
$1.69M +$1.76M +73,315 New
Swiss National Bank
59
Swiss National Bank
Switzerland
$1.69M +$79.2K +3,300 +5%
Norges Bank
60
Norges Bank
Norway
$1.64M – – –
AI
61
Axiom Investors
Connecticut
$1.63M -$1.68M -69,875 -50%
SO
62
STRS Ohio
Ohio
$1.61M -$153K -6,359 -8%
UBS AM
63
UBS AM
Illinois
$1.58M +$120K +5,020 +8%
Two Sigma Advisers
64
Two Sigma Advisers
New York
$1.54M +$194K +8,100 +14%
KTA
65
Keeley-Teton Advisors
Illinois
$1.44M -$106K -4,400 -7%
Citigroup
66
Citigroup
New York
$1.33M +$1.12M +46,864 +445%
Janus Henderson Group
67
Janus Henderson Group
United Kingdom
$1.31M +$1.36M +56,509 New
CBB
68
Citizens Business Bank
California
$1.3M – – –
AQR Capital Management
69
AQR Capital Management
Connecticut
$1.3M -$1.13M -47,104 -46%
IA
70
IndexIQ Advisors
New York
$1.22M +$158K +6,600 +14%
NFA
71
Nationwide Fund Advisors
Ohio
$1.22M +$182K +7,592 +17%
NI
72
Numeric Investors
Massachusetts
$1.2M +$1.24M +51,700 New
AssetMark Inc
73
AssetMark Inc
California
$1.15M +$310K +12,945 +35%
Ohio Public Employees Retirement System (OPERS)
74
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.13M +$39K +1,624 +3%
TIAAOA
75
Teachers Insurance & Annuity Association of America
New York
$1.02M – – –
1 2
3
4 5

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.