National Storage Affiliates Trust
151 hedge funds and large institutions have $727M invested in National Storage Affiliates Trust in 2016 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 49 increasing their positions, 35 reducing their positions, and 10 closing their positions.
430% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 10
75% more capital invested
Capital invested by funds: $417M → $727M (+$311M)
63.17% more ownership
Funds ownership: 86.6% → 149.77% (+63%)
40% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 35
39% more funds holding
Funds holding: 109 → 151 (+42)
65% less call options, than puts
Call options by funds: $501K | Put options by funds: $1.43M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$107M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$49.4M |
| 3 |
ZP
Zimmer Partners
New York
|
+$19.6M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$14.4M |
| 5 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$13.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NIMC
NWQ Investment Management Company
Los Angeles,
California
|
-$8.92M |
| 2 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
-$6.99M |
| 3 |
Jennison Associates
New York
|
-$6.65M |
| 4 |
ERSOT
Employees Retirement System of Texas
Austin,
Texas
|
-$4.58M |
| 5 |
Millennium Management
New York
|
-$3.36M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Loomis, Sayles & Company
Boston,
Massachusetts
| $1K | +$1.1K | +53 | New |
|
|
NIMC
152
NWQ Investment Management Company
Los Angeles,
California
| – | -$8.92M | -420,540 | Closed |
|
|
ERSOT
153
Employees Retirement System of Texas
Austin,
Texas
| – | -$4.58M | -216,000 | Closed |
|
|
154
Millennium Management
New York
| – | -$3.36M | -158,556 | Closed |
|
155
Two Sigma Investments
New York
| – | -$784K | -36,996 | Closed |
|
|
DC
156
Deere & Company
Moline,
Illinois
| – | -$536K | -25,305 | Closed |
|
157
Squarepoint
New York
| – | -$237K | -11,200 | Closed |
|
158
Arrowstreet Capital
Boston,
Massachusetts
| – | -$226K | -10,652 | Closed |
|
159
Two Sigma Advisers
New York
| – | -$225K | -10,600 | Closed |
|
|
EMG
160
Ellington Management Group
Old Greenwich,
Connecticut
| – | -$218K | -10,300 | Closed |
|
161
Brown Advisory
Baltimore,
Maryland
| – | -$200K | -9,410 | Closed |
|
|
HNB
162
Huntington National Bank
Columbus,
Ohio
| – | +$914 | +44 | New |
|
NSA Hedge Fund Activity: Q2 2016 in Review
151 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q2 2016, worth a combined $727M — up 75% from $417M a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new NSA positions and 10 closed out — a net gain of 43 holders — while 49 added to existing stakes and 35 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $107M. The largest seller was NWQ Investment Management Company, exiting entirely with an estimated $8.92M sold.
- 151 institutional investors held National Storage Affiliates Trust (NSA) as of Q2 2016, up from 109 in Q1 2016.
- Funds reported $727M of National Storage Affiliates Trust stock for Q2 2016, up 75% quarter-over-quarter.
- 53 funds opened new National Storage Affiliates Trust positions in Q2 2016 and 10 closed out, a net change of +43 holders.
- The largest National Storage Affiliates Trust buyer in Q2 2016 was Morgan Stanley, an estimated $107M added.
- The largest National Storage Affiliates Trust seller in Q2 2016 was NWQ Investment Management Company, an estimated $8.92M sold.
Based on aggregated 13F filings for Q2 2016.