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National Storage Affiliates Trust

72 hedge funds and large institutions have $237M invested in National Storage Affiliates Trust in 2015 Q2 according to their latest regulatory filings, with 72 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

84.54% more ownership

Funds ownership: 0%84.54% (+85%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2K

Holders
72
Holders Change
+72
Holders Change %
% of All Funds
1.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
72
Increased
Reduced
Closed
Calls
Puts
$2K
Net Calls
-$2K
Net Calls Change
-$2K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
FM
1
Forward Management
California
$27.8M +$29.3M +2,239,000 New
Jennison Associates
2
Jennison Associates
New York
$20.1M +$21.2M +1,617,348 New
AllianceBernstein
3
AllianceBernstein
Tennessee
$19.4M +$20.5M +1,567,859 New
O
4
OppenheimerFunds
New York
$14.5M +$15.3M +1,171,012 New
BC
5
BHR Capital
New York
$13.9M +$14.7M +1,125,000 New
WMSA
6
Weiss Multi-Strategy Advisers
New York
$13.9M +$14.7M +1,121,817 New
ACH
7
ArrowMark Colorado Holdings
Colorado
$12.8M +$13.6M +1,035,988 New
Goldman Sachs
8
Goldman Sachs
New York
$12.3M +$13M +995,231 New
CCMLC
9
Cardinal Capital Management LLC (Connecticut)
Connecticut
$11.4M +$12M +918,564 New
HCM
10
Highbridge Capital Management
New York
$10.9M +$11.5M +877,045 New
NIMC
11
NWQ Investment Management Company
California
$9.05M +$9.55M +730,045 New
BFA
12
BlackRock Fund Advisors
California
$7.81M +$8.24M +629,616 New
Federated Hermes
13
Federated Hermes
Pennsylvania
$6.83M +$7.2M +550,500 New
Citadel Advisors
14
Citadel Advisors
Florida
$6.16M +$6.5M +496,875 New
SCRM
15
Security Capital Research & Management
Illinois
$5.87M +$6.19M +473,200 New
Vanguard Group
16
Vanguard Group
Pennsylvania
$5.53M +$5.83M +445,590 New
BIT
17
BlackRock Institutional Trust
California
$3.2M +$3.37M +257,713 New
Balyasny Asset Management
18
Balyasny Asset Management
Illinois
$3.18M +$3.35M +256,196 New
Morgan Stanley
19
Morgan Stanley
New York
$3.14M +$3.32M +253,330 New
Northern Trust
20
Northern Trust
Illinois
$3.13M +$3.3M +252,024 New
Norges Bank
21
Norges Bank
Norway
$2.48M +$2.62M +200,000 New
BG
22
BlackRock Group
United Kingdom
$2.41M +$2.54M +194,382 New
Neuberger Berman Group
23
Neuberger Berman Group
New York
$2.35M +$2.48M +189,695 New
State Street
24
State Street
Massachusetts
$2.31M +$2.44M +186,290 New
Millennium Management
25
Millennium Management
New York
$2.08M +$2.19M +167,613 New

NSA Hedge Fund Activity: Q2 2015 in Review

72 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q2 2015, worth a combined $237M.

Buyers outnumbered sellers: 72 funds opened new NSA positions and 0 closed out — a net gain of 72 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Forward Management, opening a new position worth an estimated $29.3M.

  • 72 institutional investors held National Storage Affiliates Trust (NSA) as of Q2 2015, up from 0 in Q1 2015.
  • Funds reported $237M of National Storage Affiliates Trust stock for Q2 2015.
  • 72 funds opened new National Storage Affiliates Trust positions in Q2 2015 and 0 closed out, a net change of +72 holders.
  • The largest National Storage Affiliates Trust buyer in Q2 2015 was Forward Management, an estimated $29.3M added.

Based on aggregated 13F filings for Q2 2015.