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National Storage Affiliates Trust

176 hedge funds and large institutions have $1.29B invested in National Storage Affiliates Trust in 2017 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 65 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 11

59% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 41

34% more call options, than puts

Call options by funds: $703K | Put options by funds: $526K

27% more capital invested

Capital invested by funds: $1.01B → $1.29B (+$274M)

20% more funds holding

Funds holding: 147176 (+29)

0.84% more ownership

Funds ownership: 94.14%94.99% (+0.84%)

Holders
176
Holders Change
+29
Holders Change %
+19.73%
% of All Funds
3.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
65
Reduced
41
Closed
11
Calls
$703K
Puts
$526K
Net Calls
+$177K
Net Calls Change
+$1.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
151
Ladenburg Thalmann Financial Services
Florida
$79K +$6.56K +255 +10%
WAM
152
Wealthspire Advisors (Maryland)
Maryland
$73K -$2.81K -109 -4%
US Bancorp
153
US Bancorp
Minnesota
$63K +$7.21K +280 +14%
QI
154
QS Investors
New York
$55K
PMFA
155
Plante Moran Financial Advisors
Michigan
$50K
SWM
156
SeaCrest Wealth Management
New York
$49K +$46.3K +1,800 New
AIM
157
Advantage Investment Management
Iowa
$46K -$7.72K -300 -15%
LF
158
Lee Financial
Texas
$46K
NIT
159
NumerixS Investment Technologies
British Columbia, Canada
$38K -$23.2K -900 -39%
AG
160
Advisor Group
Arizona
$30K
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$27K
Nisa Investment Advisors
162
Nisa Investment Advisors
Missouri
$24K
PNC Financial Services Group
163
PNC Financial Services Group
Pennsylvania
$21K +$5.1K +198 +34%
Northwestern Mutual Wealth Management
164
Northwestern Mutual Wealth Management
Wisconsin
$19K
SWA
165
Sutton Wealth Advisors
Florida
$10.6K +$9.96K +387 New
AssetMark Inc
166
AssetMark Inc
California
$10K -$1.35M -52,344 -99%
GFP
167
Gryphon Financial Partners
Ohio
$6K +$5.95K +231 New
APA
168
American Portfolios Advisors
New York
$5.45K +$5.15K +200 New
HDIM
169
Hanson & Doremus Investment Management
Vermont
$5K
Federated Hermes
170
Federated Hermes
Pennsylvania
$4K -$103 -4 -3%
MAM
171
Meeder Asset Management
Ohio
$4K +$1.88K +73 +116%
SFG
172
SevenBridge Financial Group
Pennsylvania
$3K
CFA
173
Carroll Financial Associates
North Carolina
$2K
QCG
174
Quadrant Capital Group
Ohio
$2K
STA
175
Summit Trail Advisors
New York
$2K +$1.91K +74 New

NSA Hedge Fund Activity: Q4 2017 in Review

176 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q4 2017, worth a combined $1.29B — up 27% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new NSA positions and 11 closed out — a net gain of 29 holders — while 65 added to existing stakes and 41 trimmed.

The largest buyer was BlackRock, adding an estimated $17.3M. The largest seller was TimesSquare Capital Management, cutting an estimated $18.8M.

  • 176 institutional investors held National Storage Affiliates Trust (NSA) as of Q4 2017, up from 147 in Q3 2017.
  • Funds reported $1.29B of National Storage Affiliates Trust stock for Q4 2017, up 27% quarter-over-quarter.
  • 40 funds opened new National Storage Affiliates Trust positions in Q4 2017 and 11 closed out, a net change of +29 holders.
  • The largest National Storage Affiliates Trust buyer in Q4 2017 was BlackRock, an estimated $17.3M added.
  • The largest National Storage Affiliates Trust seller in Q4 2017 was TimesSquare Capital Management, an estimated $18.8M sold.

Based on aggregated 13F filings for Q4 2017.