National Storage Affiliates Trust
146 hedge funds and large institutions have $937M invested in National Storage Affiliates Trust in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 71 increasing their positions, 41 reducing their positions, and 17 closing their positions.
73% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 41
12% more capital invested
Capital invested by funds: $836M → $937M (+$101M)
12% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 17
1.37% more ownership
Funds ownership: 89.28% → 90.64% (+1.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less funds holding
Funds holding: 152 → 146 (-6)
48% less call options, than puts
Call options by funds: $649K | Put options by funds: $1.25M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$90M |
| 2 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$21.1M |
| 3 |
Renaissance Technologies
New York
|
+$9.03M |
| 4 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$8.57M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$6.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FM
Forward Management
San Francisco,
California
|
-$13.9M |
| 2 |
TCM
TimesSquare Capital Management
New York
|
-$6.46M |
| 3 |
RGREA
Ranger Global Real Estate Advisors
Denver,
Colorado
|
-$5.52M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.17M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$5.05M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LCM
151
Laurion Capital Management
New York
| – | -$2.63M | -119,100 | Closed |
|
152
Tudor Investment Corp
Stamford,
Connecticut
| – | -$1.98M | -89,703 | Closed |
|
|
PAM
153
Panagora Asset Management
Boston,
Massachusetts
| – | -$1.25M | -56,824 | Closed |
|
154
Simplex Trading
Chicago,
Illinois
| – | -$779K | -33,573 | Closed |
|
|
NA
155
Navellier & Associates
Reno,
Nevada
| – | -$706K | -32,004 | Closed |
|
156
Squarepoint
New York
| – | -$631K | -28,589 | Closed |
|
|
CIC
157
Cornercap Investment Counsel
Atlanta,
Georgia
| – | -$530K | -24,035 | Closed |
|
158
Marshall Wace
London,
United Kingdom
| – | -$482K | -21,834 | Closed |
|
|
CI
159
Cavalier Investments
Alpharetta,
Georgia
| – | -$294K | -13,300 | Closed |
|
|
NFG
160
Next Financial Group
Houston,
Texas
| – | -$72K | -3,250 | Closed |
|
|
TRCT
161
Tower Research Capital (TRC)
New York
| – | -$29K | -1,312 | Closed |
|
|
BIG
162
Bellwether Investment Group
Chattanooga,
Tennessee
| – | -$4K | -190 | Closed |
|
|
CIA
163
Cascade Investment Advisors
Oregon City,
Oregon
| – | -$2.21K | -100 | Closed |
|
NSA Hedge Fund Activity: Q1 2017 in Review
146 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q1 2017, worth a combined $937M — up 12% from $836M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new NSA positions and 17 closed out — a net gain of 2 holders — while 71 added to existing stakes and 41 trimmed.
The largest buyer was BlackRock, adding an estimated $90M. The largest seller was Forward Management, cutting an estimated $13.9M.
- 146 institutional investors held National Storage Affiliates Trust (NSA) as of Q1 2017, down from 152 in Q4 2016.
- Funds reported $937M of National Storage Affiliates Trust stock for Q1 2017, up 12% quarter-over-quarter.
- 19 funds opened new National Storage Affiliates Trust positions in Q1 2017 and 17 closed out, a net change of +2 holders.
- The largest National Storage Affiliates Trust buyer in Q1 2017 was BlackRock, an estimated $90M added.
- The largest National Storage Affiliates Trust seller in Q1 2017 was Forward Management, an estimated $13.9M sold.
Based on aggregated 13F filings for Q1 2017.