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National Storage Affiliates Trust

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: 148147 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
101
T. Rowe Price Associates
Maryland
$313K +$293K +12,919 New
GWM
102
Geneos Wealth Management
Colorado
$303K
AWCI
103
Alpine Woods Capital Investors
New York
$291K
LIA
104
LS Investment Advisors
Michigan
$291K +$168K +7,385 +160%
AAM
105
Advisors Asset Management
Colorado
$284K -$58.4K -2,573 -18%
Squarepoint
106
Squarepoint
New York
$277K +$260K +11,442 New
MSA
107
Mason Street Advisors
Wisconsin
$272K +$6.25K +275 +3%
UBS Group
108
UBS Group
Switzerland
$258K -$3.87M -170,229 -94%
Wolverine Trading
109
Wolverine Trading
Illinois
$234K -$909 -40 -0.4%
PIA
110
Piedmont Investment Advisors
North Carolina
$234K +$1.61K +71 +0.7%
SG Americas Securities
111
SG Americas Securities
New York
$222K +$55.6K +2,449 +37%
Macquarie Group
112
Macquarie Group
Australia
$216K -$59.1K -2,600 -23%
SOADOR
113
State of Alaska Department of Revenue
Alaska
$212K +$681 +30 +0.3%
JP Morgan Chase
114
JP Morgan Chase
New York
$206K -$3.04M -133,700 -94%
Envestnet Asset Management
115
Envestnet Asset Management
Illinois
$179K +$12.1K +533 +8%
TRCT
116
Tower Research Capital (TRC)
New York
$178K +$128K +5,642 +329%
Mitsubishi UFJ Asset Management
117
Mitsubishi UFJ Asset Management
Japan
$156K
Schroder Investment Management Group
118
Schroder Investment Management Group
United Kingdom
$155K +$146K +6,406 New
NMERB
119
New Mexico Educational Retirement Board
New Mexico
$143K
PI
120
PineBridge Investments
New York
$133K +$125K +5,493 New
Zurich Cantonal Bank
121
Zurich Cantonal Bank
Switzerland
$106K
Daiwa Securities Group
122
Daiwa Securities Group
Japan
$99K +$6.81K +300 +8%
Simplex Trading
123
Simplex Trading
Illinois
$97K -$93.2K -4,102 -50%
AIP
124
Ameritas Investment Partners
Nebraska
$86K
WAM
125
Wealthspire Advisors (Maryland)
Maryland
$67K +$6.5K +286 +11%

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.