PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of
PSA.PRV.CL
PSA.PRV.CL was delisted on the 9th of July, 2020.
5 hedge funds and large institutions have $817M invested in PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of in 2016 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
29% more capital invested
Capital invested by funds: $632M → $817M (+$184M)
25% more funds holding
Funds holding: 4 → 5 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Altavista Wealth Management
Asheville,
North Carolina
|
+$251K |
| 2 |
CAM
Capstone Asset Management
Houston,
Texas
|
+$212K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$168K |
| 4 |
FBB
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
+$44.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWP
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
-$1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAC
1
Smith Affiliated Capital
New York
| $804M | – | – | – |
|
|
CGH
2
Crossmark Global Holdings
Houston,
Texas
| $5.5M | +$5.65M | +217,493 | New |
|
|
CAM
3
Capstone Asset Management
Houston,
Texas
| $4.8M | +$212K | +8,161 | +5% |
|
|
4
Ameriprise
Minneapolis,
Minnesota
| $1.23M | +$168K | +6,469 | +15% |
|
|
FBB
5
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $602K | +$44.8K | +1,725 | +8% |
|
|
AWM
6
Altavista Wealth Management
Asheville,
North Carolina
| $246K | +$251K | +9,655 | New |
|
|
MWP
7
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| – | -$1K | -25 | Closed |
|
PSA.PRV.CL Hedge Fund Activity: Q3 2016 in Review
5 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of (PSA.PRV.CL) for Q3 2016, worth a combined $817M — up 29% from $632M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new PSA.PRV.CL positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Altavista Wealth Management, opening a new position worth an estimated $251K. The largest seller was MYCIO Wealth Partners, exiting entirely with an estimated $1K sold.
- 5 institutional investors held PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of (PSA.PRV.CL) as of Q3 2016, up from 4 in Q2 2016.
- Funds reported $817M of PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of stock for Q3 2016, up 29% quarter-over-quarter.
- 2 funds opened new PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of positions in Q3 2016 and 1 closed out, a net change of +1 holder.
- The largest PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of buyer in Q3 2016 was Altavista Wealth Management, an estimated $251K added.
- The largest PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of seller in Q3 2016 was MYCIO Wealth Partners, an estimated $1K sold.
Based on aggregated 13F filings for Q3 2016.