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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
LTFS
126
Ladenburg Thalmann Financial Services
Florida
$64K -$2.04K -90 -3%
NIT
127
NumerixS Investment Technologies
British Columbia, Canada
$56K +$52.2K +2,300 New
US Bancorp
128
US Bancorp
Minnesota
$49K
QI
129
QS Investors
New York
$48K -$25K -1,100 -35%
AIM
130
Advantage Investment Management
Iowa
$48K
ASN
131
Advisory Services Network
Georgia
$46K
PMFA
132
Plante Moran Financial Advisors
Michigan
$44K
LF
133
Lee Financial
Texas
$41K
AG
134
Advisor Group
Arizona
$27K
Fifth Third Bancorp
135
Fifth Third Bancorp
Ohio
$24K -$57.6K -2,537 -72%
Nisa Investment Advisors
136
Nisa Investment Advisors
Missouri
$21K
Northwestern Mutual Wealth Management
137
Northwestern Mutual Wealth Management
Wisconsin
$17K
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$14K -$65.1K -2,864 -83%
PCM
139
Penserra Capital Management
California
$14K +$13.1K +576 New
PFC
140
Phocas Financial Corp
California
$13K -$11M -482,991 Closed
HDIM
141
Hanson & Doremus Investment Management
Vermont
$5K
Federated Hermes
142
Federated Hermes
Pennsylvania
$4K -$227 -10 -6%
CTC
143
Central Trust Company
Missouri
$4K +$3.79K +167 New
MAM
144
Meeder Asset Management
Ohio
$2K
SFG
145
SevenBridge Financial Group
Pennsylvania
$2K
CFA
146
Carroll Financial Associates
North Carolina
$1K
QCG
147
Quadrant Capital Group
Ohio
$1K +$1.84K +81 New
Westfield Capital Management
148
Westfield Capital Management
Massachusetts
-$7.62M -329,528 Closed
MNA
149
Manning & Napier Advisors
New York
-$3.13M -135,655 Closed
CAM
150
ClariVest Asset Management
California
-$2.56M -110,512 Closed

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.