Public Storage
PSA.PRS.CL
PSA.PRS.CL was delisted on the 25th of July, 2017.
9 hedge funds and large institutions have $4.7M invested in Public Storage in 2016 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 3 closing their positions.
3% less capital invested
Capital invested by funds: $4.87M → $4.7M (-$169K)
10% less funds holding
Funds holding: 10 → 9 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $34K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$147K |
| 2 |
VIA
Vantage Investment Advisors
State College,
Pennsylvania
|
+$23.9K |
| 3 |
MWP
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
+$1.08K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WB
WesBanco Bank
Wheeling,
West Virginia
|
-$297K |
| 2 |
ADL
Asset Dedication LLC
San Francisco,
California
|
-$13K |
| 3 |
RFA
Reilly Financial Advisors
La Mesa,
California
|
-$12.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PPA
1
Parametric Portfolio Associates
Seattle,
Washington
| $3.03M | +$147K | +5,710 | +5% |
|
|
SRIM
2
Saratoga Research & Investment Management
Saratoga,
California
| $690K | – | – | – |
|
|
LG
3
LaFleur & Godfrey
Grand Rapids,
Michigan
| $557K | – | – | – |
|
|
SOAMC
4
Spirit of America Management Corp
Syosset,
New York
| $322K | – | – | – |
|
|
ECM
5
Estabrook Capital Management
New York
| $51.5K | – | – | – |
|
|
VIA
6
Vantage Investment Advisors
State College,
Pennsylvania
| $24K | +$23.9K | +931 | New |
|
|
GT
7
Glenmede Trust
Philadelphia,
Pennsylvania
| $15K | – | – | – |
|
8
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $10K | – | – | – |
|
|
MWP
9
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| $1K | +$1.08K | +42 | New |
|
|
WB
10
WesBanco Bank
Wheeling,
West Virginia
| – | -$297K | -11,482 | Closed |
|
|
ADL
11
Asset Dedication LLC
San Francisco,
California
| – | -$13K | -500 | Closed |
|
|
RFA
12
Reilly Financial Advisors
La Mesa,
California
| – | -$12.8K | -500 | Closed |
|
PSA.PRS.CL Hedge Fund Activity: Q1 2016 in Review
9 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA.PRS.CL) for Q1 2016, worth a combined $4.7M — down 3.5% from $4.87M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of PSA.PRS.CL and 2 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 1 added.
The largest buyer was Parametric Portfolio Associates, adding an estimated $147K. The largest seller was WesBanco Bank, exiting entirely with an estimated $297K sold.
- 9 institutional investors held Public Storage (PSA.PRS.CL) as of Q1 2016, down from 10 in Q4 2015.
- Funds reported $4.7M of Public Storage stock for Q1 2016, down 3.5% quarter-over-quarter.
- 2 funds opened new Public Storage positions in Q1 2016 and 3 closed out, a net change of -1 holder.
- The largest Public Storage buyer in Q1 2016 was Parametric Portfolio Associates, an estimated $147K added.
- The largest Public Storage seller in Q1 2016 was WesBanco Bank, an estimated $297K sold.
Based on aggregated 13F filings for Q1 2016.