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National Storage Affiliates Trust

203 hedge funds and large institutions have $1.91B invested in National Storage Affiliates Trust in 2019 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 85 increasing their positions, 71 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

489% more call options, than puts

Call options by funds: $1.66M | Put options by funds: $282K

20% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 71

1.01% more ownership

Funds ownership: 94.51%95.51% (+1%)

2% more capital invested

Capital invested by funds: $1.87B → $1.91B (+$40.4M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 218203 (-15)

24% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 25

Holders
203
Holders Change
-15
Holders Change %
-6.88%
% of All Funds
4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
85
Reduced
71
Closed
25
Calls
$1.66M
Puts
$282K
Net Calls
+$1.38M
Net Calls Change
+$808K
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
101
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.18M +$7.11K +212 +0.6%
AQR Capital Management
102
AQR Capital Management
Connecticut
$1.14M +$564K +16,820 +99%
IA
103
IndexIQ Advisors
New York
$1.08M -$101K -3,020 -9%
PI
104
PineBridge Investments
New York
$986K -$529K -15,762 -35%
Zurich Cantonal Bank
105
Zurich Cantonal Bank
Switzerland
$940K +$10.7K +318 +1%
Nisa Investment Advisors
106
Nisa Investment Advisors
Missouri
$934K +$332K +9,898 +55%
Daiwa Securities Group
107
Daiwa Securities Group
Japan
$874K +$178K +5,300 +26%
MIM
108
MetLife Investment Management
New Jersey
$853K
OPERF
109
Oregon Public Employees Retirement Fund
Oregon
$814K +$50.3K +1,500 +7%
State Board of Administration of Florida Retirement System
110
State Board of Administration of Florida Retirement System
Florida
$812K -$84K -2,505 -9%
MAM
111
Meeder Asset Management
Ohio
$806K +$337K +10,044 +72%
MLICM
112
Metropolitan Life Insurance Company (MetLife)
New York
$783K +$69.1K +2,062 +10%
AG
113
Aperio Group
California
$740K +$191K +5,689 +35%
MSA
114
Mason Street Advisors
Wisconsin
$695K +$17.8K +531 +3%
AAM
115
Advisors Asset Management
Colorado
$688K -$92.5K -2,758 -12%
LSERS
116
Louisiana State Employees Retirement System
Louisiana
$683K -$53.3K -1,590 -7%
COPPSERS
117
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$676K +$67 +2 +0%
OAM
118
Oppenheimer Asset Management
New York
$673K +$672K +20,026 New
Macquarie Group
119
Macquarie Group
Australia
$634K -$429K -12,792 -40%
Los Angeles Capital Management
120
Los Angeles Capital Management
California
$612K +$185K +5,520 +44%
MERSOM
121
Municipal Employees' Retirement System of Michigan
Michigan
$610K +$12.1K +360 +2%
TIAAOA
122
Teachers Insurance & Annuity Association of America
New York
$593K
NO
123
Ninety One
South Africa
$592K
MIH
124
Meitav Investment House
Israel
$573K +$121K +3,621 +27%
TRSOTSOK
125
Teachers Retirement System of the State of Kentucky
Kentucky
$562K +$107K +3,200 +24%

NSA Hedge Fund Activity: Q4 2019 in Review

203 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q4 2019, worth a combined $1.91B — up 2.2% from $1.87B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of NSA and 19 opened new positions — a net loss of 6 holders — while 71 trimmed existing stakes and 85 added.

The largest buyer was Wasatch Advisors, adding an estimated $85.7M. The largest seller was Millennium Management, cutting an estimated $28.9M.

  • 203 institutional investors held National Storage Affiliates Trust (NSA) as of Q4 2019, down from 218 in Q3 2019.
  • Funds reported $1.91B of National Storage Affiliates Trust stock for Q4 2019, up 2.2% quarter-over-quarter.
  • 19 funds opened new National Storage Affiliates Trust positions in Q4 2019 and 25 closed out, a net change of -6 holders.
  • The largest National Storage Affiliates Trust buyer in Q4 2019 was Wasatch Advisors, an estimated $85.7M added.
  • The largest National Storage Affiliates Trust seller in Q4 2019 was Millennium Management, an estimated $28.9M sold.

Based on aggregated 13F filings for Q4 2019.