National Storage Affiliates Trust
137 hedge funds and large institutions have $645M invested in National Storage Affiliates Trust in 2016 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 75 increasing their positions, 24 reducing their positions, and 39 closing their positions.
213% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 24
9% less funds holding
Funds holding: 151 → 137 (-14)
11% less capital invested
Capital invested by funds: $727M → $645M (-$82.2M)
17% less call options, than puts
Call options by funds: $961K | Put options by funds: $1.16M
36% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 39
62.98% less ownership
Funds ownership: 149.77% → 86.79% (-63%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$19.2M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$15.2M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$14.4M |
| 4 |
Westfield Capital Management
Boston,
Massachusetts
|
+$12.9M |
| 5 |
TCM
TimesSquare Capital Management
New York
|
+$12.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$103M |
| 2 |
ZP
Zimmer Partners
New York
|
-$19.7M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$15M |
| 4 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$12.6M |
| 5 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
-$10.8M |
NSA Hedge Fund Activity: Q3 2016 in Review
137 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q3 2016, worth a combined $645M — down 11% from $727M a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of NSA and 25 opened new positions — a net loss of 14 holders — while 24 trimmed existing stakes and 75 added.
The largest buyer was BlackRock Institutional Trust, adding an estimated $19.2M. The largest seller was Morgan Stanley, cutting an estimated $103M.
- 137 institutional investors held National Storage Affiliates Trust (NSA) as of Q3 2016, down from 151 in Q2 2016.
- Funds reported $645M of National Storage Affiliates Trust stock for Q3 2016, down 11% quarter-over-quarter.
- 25 funds opened new National Storage Affiliates Trust positions in Q3 2016 and 39 closed out, a net change of -14 holders.
- The largest National Storage Affiliates Trust buyer in Q3 2016 was BlackRock Institutional Trust, an estimated $19.2M added.
- The largest National Storage Affiliates Trust seller in Q3 2016 was Morgan Stanley, an estimated $103M sold.
Based on aggregated 13F filings for Q3 2016.