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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
BlackRock
1
BlackRock
New York
$202M +$17.3M +673,930 +10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$171M +$15.9M +617,737 +11%
ACH
3
ArrowMark Colorado Holdings
Colorado
$81.8M +$4.79M +186,259 +7%
AllianceBernstein
4
AllianceBernstein
Tennessee
$56.9M -$2.44M -94,790 -4%
State Street
5
State Street
Massachusetts
$48.9M +$3.22M +125,137 +8%
Jennison Associates
6
Jennison Associates
New York
$47.3M -$9.76M -379,324 -18%
VNIM
7
Vaughan Nelson Investment Management
Texas
$44.8M -$1.15M -44,775 -3%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$44M +$17.2M +667,255 +70%
Lazard Asset Management
9
Lazard Asset Management
New York
$36.2M +$1.85M +71,928 +6%
TA
10
Teachers Advisors
New York
$33.4M +$4.05M +157,374 +15%
O
11
OppenheimerFunds
New York
$31.4M -$250K -9,730 -0.8%
TCM
12
TimesSquare Capital Management
New York
$28.3M -$18.8M -730,625 -41%
Renaissance Technologies
13
Renaissance Technologies
New York
$26M -$1.89M -73,600 -7%
Northern Trust
14
Northern Trust
Illinois
$20.2M +$145K +5,622 +0.8%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$18.8M +$870K +33,783 +5%
GC
16
Guggenheim Capital
Illinois
$18.7M +$2.37M +91,905 +16%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$18.5M +$1.62M +62,837 +10%
Millennium Management
18
Millennium Management
New York
$18M +$17M +660,583 New
WA
19
Wasatch Advisors
Utah
$14.3M +$13.5M +524,494 New
Charles Schwab
20
Charles Schwab
California
$14M +$1.18M +45,851 +10%
PFC
21
Phocas Financial Corp
California
$13.5M +$12.8M +496,935 New
Geode Capital Management
22
Geode Capital Management
Massachusetts
$12.9M +$1.3M +50,318 +12%
Deutsche Bank
23
Deutsche Bank
Germany
$12.6M +$155K +6,010 +1%
RCAMU
24
Rothschild & Co Asset Management US
Connecticut
$12.2M +$11.5M +447,963 New
Morgan Stanley
25
Morgan Stanley
New York
$12.1M +$1.48M +57,603 +15%

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.