National Storage Affiliates Trust
94 hedge funds and large institutions have $352M invested in National Storage Affiliates Trust in 2015 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 25 reducing their positions, and 3 closing their positions.
1,060% more call options, than puts
Call options by funds: $603K | Put options by funds: $52K
500% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 3
76% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 25
22% more capital invested
Capital invested by funds: $289M → $352M (+$62.3M)
18% more funds holding
Funds holding: 80 → 94 (+14)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.81% less ownership
Funds ownership: 93.58% → 89.76% (-3.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
+$11.5M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$6.93M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$5.77M |
| 4 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$5.13M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
+$5.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$17.8M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$14.4M |
| 3 |
CGM
Capital Growth Management
Boston,
Massachusetts
|
-$11.2M |
| 4 |
BC
BHR Capital
New York
|
-$7.48M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$5.52M |
NSA Hedge Fund Activity: Q4 2015 in Review
94 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in National Storage Affiliates Trust (NSA) for Q4 2015, worth a combined $352M — up 22% from $289M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new NSA positions and 3 closed out — a net gain of 15 holders — while 44 added to existing stakes and 25 trimmed.
The largest buyer was Perkins Investment Management, opening a new position worth an estimated $11.5M. The largest seller was Goldman Sachs, cutting an estimated $17.8M.
- 94 institutional investors held National Storage Affiliates Trust (NSA) as of Q4 2015, up from 80 in Q3 2015.
- Funds reported $352M of National Storage Affiliates Trust stock for Q4 2015, up 22% quarter-over-quarter.
- 18 funds opened new National Storage Affiliates Trust positions in Q4 2015 and 3 closed out, a net change of +15 holders.
- The largest National Storage Affiliates Trust buyer in Q4 2015 was Perkins Investment Management, an estimated $11.5M added.
- The largest National Storage Affiliates Trust seller in Q4 2015 was Goldman Sachs, an estimated $17.8M sold.
Based on aggregated 13F filings for Q4 2015.