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National Storage Affiliates Trust

219 hedge funds and large institutions have $1.96B invested in National Storage Affiliates Trust in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 71 increasing their positions, 73 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

414% more call options, than puts

Call options by funds: $2.59M | Put options by funds: $504K

128% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 18

21% more capital invested

Capital invested by funds: $1.62B → $1.96B (+$340M)

11% more funds holding

Funds holding: 197219 (+22)

4.26% more ownership

Funds ownership: 83.18%87.43% (+4.3%)

3% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 73

Holders
219
Holders Change
+22
Holders Change %
+11.17%
% of All Funds
4.42%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
41
Increased
71
Reduced
73
Closed
18
Calls
$2.59M
Puts
$504K
Net Calls
+$2.09M
Net Calls Change
+$1.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HIA
201
Harbor Investment Advisory
Maryland
$15K +$10.1K +316 +203%
Fidelity Investments
202
Fidelity Investments
Massachusetts
$11K
CT
203
Caldwell Trust
Florida
$9.81K +$9.63K +300 New
CFA
204
Carroll Financial Associates
North Carolina
$8K
S
205
SignatureFD
Georgia
$8K
RIA
206
RPG Investment Advisory
California
$7K
OSAM
207
O'Shaughnessy Asset Management
Connecticut
$6K
Loomis, Sayles & Company
208
Loomis, Sayles & Company
Massachusetts
$5K -$385 -12 -7%
PFBT
209
Parkside Financial Bank & Trust
Missouri
$4K
AF
210
Advisornet Financial
Minnesota
$3K
LC
211
Lindbrook Capital
California
$3K
QCG
212
Quadrant Capital Group
Ohio
$3K
ASN
213
Advisory Services Network
Georgia
$3K +$3.28K +102 New
AssetMark Inc
214
AssetMark Inc
California
$2K -$353 -11 -19%
HGWM
215
Harvest Group Wealth Management
Massachusetts
$2K
TFO
216
Tarbox Family Office
California
$2K +$1.32K +41 +293%
BWA
217
BDO Wealth Advisors
Florida
$1K +$963 +30 New
Bessemer Group
218
Bessemer Group
New Jersey
-$3.69M -128,737 Closed
D.E. Shaw & Co
219
D.E. Shaw & Co
New York
-$457K -15,949 Closed
SBH
220
Segall Bryant & Hamill
Illinois
-$445K -15,539 Closed
Skandinaviska Enskilda Banken (SEB)
221
Skandinaviska Enskilda Banken (SEB)
Sweden
-$427K -14,900 Closed
Voloridge Investment Management
222
Voloridge Investment Management
Florida
-$372K -12,994 Closed
Los Angeles Capital Management
223
Los Angeles Capital Management
California
-$297K -10,380 Closed
MFG
224
Magnus Financial Group
New York
-$266K -9,292 Closed
QI
225
QS Investors
New York
-$104K -3,600 Closed

NSA Hedge Fund Activity: Q3 2020 in Review

219 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q3 2020, worth a combined $1.96B — up 21% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new NSA positions and 18 closed out — a net gain of 23 holders — while 71 added to existing stakes and 73 trimmed.

The largest buyer was Millennium Management, adding an estimated $16.3M. The largest seller was Westfield Capital Management, cutting an estimated $9.85M.

  • 219 institutional investors held National Storage Affiliates Trust (NSA) as of Q3 2020, up from 197 in Q2 2020.
  • Funds reported $1.96B of National Storage Affiliates Trust stock for Q3 2020, up 21% quarter-over-quarter.
  • 41 funds opened new National Storage Affiliates Trust positions in Q3 2020 and 18 closed out, a net change of +23 holders.
  • The largest National Storage Affiliates Trust buyer in Q3 2020 was Millennium Management, an estimated $16.3M added.
  • The largest National Storage Affiliates Trust seller in Q3 2020 was Westfield Capital Management, an estimated $9.85M sold.

Based on aggregated 13F filings for Q3 2020.