We are live on ! Find out more
NSA icon

National Storage Affiliates Trust

304 hedge funds and large institutions have $3.14B invested in National Storage Affiliates Trust in 2023 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 129 increasing their positions, 106 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

45% more call options, than puts

Call options by funds: $1.94M | Put options by funds: $1.34M

22% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 106

16% more capital invested

Capital invested by funds: $2.72B → $3.14B (+$424M)

0.59% less ownership

Funds ownership: 84.22%83.63% (-0.59%)

4% less funds holding

Funds holding: 318304 (-14)

21% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 47

Holders
304
Holders Change
-14
Holders Change %
-4.4%
% of All Funds
4.84%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
37
Increased
129
Reduced
106
Closed
47
Calls
$1.94M
Puts
$1.34M
Net Calls
+$597K
Net Calls Change
+$1.45M
Name Holding Trade Value Shares
Change
Change in
Stake
CM
201
Capula Management
Cayman Islands
$480K -$1.04M -25,821 -69%
CL
202
Choreo LLC
Illinois
$471K +$456K +11,284 New
EAM
203
Erste Asset Management
Austria
$469K +$174K +4,300 +59%
VPIM
204
Vanguard Personalized Indexing Management
California
$469K +$129K +3,180 +40%
X
205
Xponance
Pennsylvania
$468K -$3.52K -87 -0.8%
D.E. Shaw & Co
206
D.E. Shaw & Co
New York
$461K -$1.68M -41,587 -79%
State of Wisconsin Investment Board
207
State of Wisconsin Investment Board
Wisconsin
$454K -$2.84M -70,194 -87%
JMPWA
208
JP Morgan Private Wealth Advisors
California
$446K +$137K +3,382 +46%
DTL
209
Dynamic Technology Lab
Singapore
$422K +$409K +10,105 New
NSEDCP
210
NJ State Employees Deferred Compensation Plan
New Jersey
$418K
V
211
Veritable
Delaware
$412K +$148K +3,650 +59%
DCM
212
Dupont Capital Management
Delaware
$404K +$391K +9,677 New
HW
213
Hancock Whitney
Mississippi
$401K -$56.7K -1,403 -13%
AAIM
214
American Assets Investment Management
California
$397K
AA
215
ALPS Advisors
Colorado
$394K -$92.7K -2,293 -20%
NAM
216
Nissay Asset Management
Japan
$393K +$3.32K +82 +0.9%
VanEck Associates
217
VanEck Associates
New York
$390K +$19.5K +483 +5%
Toronto Dominion Bank
218
Toronto Dominion Bank
Ontario, Canada
$381K +$5.14K +127 +1%
Fisher Asset Management
219
Fisher Asset Management
Washington
$371K -$728 -18 -0.2%
Cambridge Investment Research Advisors
220
Cambridge Investment Research Advisors
Iowa
$368K +$95.8K +2,368 +37%
AWA
221
Arkadios Wealth Advisors
Georgia
$362K -$77.3K -1,910 -18%
Qube Research & Technologies (QRT)
222
Qube Research & Technologies (QRT)
United Kingdom
$359K -$12.5M -308,677 -97%
JF
223
Jump Financial
Illinois
$352K -$2.37M -58,580 -87%
RJFSA
224
Raymond James Financial Services Advisors
Florida
$346K +$335K +8,281 New
Allspring Global Investments
225
Allspring Global Investments
North Carolina
$343K -$63.5K -1,569 -16%

NSA Hedge Fund Activity: Q1 2023 in Review

304 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q1 2023, worth a combined $3.14B — up 16% from $2.72B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of NSA and 37 opened new positions — a net loss of 10 holders — while 106 trimmed existing stakes and 129 added.

The largest buyer was UBS AM, opening a new position worth an estimated $17.8M. The largest seller was Balyasny Asset Management, cutting an estimated $38M.

  • 304 institutional investors held National Storage Affiliates Trust (NSA) as of Q1 2023, down from 318 in Q4 2022.
  • Funds reported $3.14B of National Storage Affiliates Trust stock for Q1 2023, up 16% quarter-over-quarter.
  • 37 funds opened new National Storage Affiliates Trust positions in Q1 2023 and 47 closed out, a net change of -10 holders.
  • The largest National Storage Affiliates Trust buyer in Q1 2023 was UBS AM, an estimated $17.8M added.
  • The largest National Storage Affiliates Trust seller in Q1 2023 was Balyasny Asset Management, an estimated $38M sold.

Based on aggregated 13F filings for Q1 2023.