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Public Storage

482 hedge funds and large institutions have $22.4B invested in Public Storage in 2014 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 176 increasing their positions, 178 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more call options, than puts

Call options by funds: $59.2M | Put options by funds: $24.4M

54% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 28

2% more funds holding

Funds holding: 472482 (+10)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

1% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 178

5% less capital invested

Capital invested by funds: $23.5B → $22.4B (-$1.11B)

1.35% less ownership

Funds ownership: 79.67%78.31% (-1.4%)

Holders
482
Holders Change
+10
Holders Change %
+2.12%
% of All Funds
13.98%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.55%
New
43
Increased
176
Reduced
178
Closed
28
Calls
$59.2M
Puts
$24.4M
Net Calls
+$34.8M
Net Calls Change
-$3.47M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
276
Envestnet Asset Management
Illinois
$1.13M +$422K +2,457 +56%
LIM
277
Loudon Investment Management
New Hampshire
$1.11M
LW
278
Linscomb Wealth
Texas
$1.09M
SIM
279
Sentry Investment Management
Wisconsin
$1.09M -$139K -808 -11%
BVDMP
280
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.08M
GCA
281
GSI Capital Advisors
California
$1.08M +$189K +1,100 +20%
JIM
282
Jupiter Investment Management
United Kingdom
$1.06M +$1.1M +6,400 New
GP
283
Girard Partners
Pennsylvania
$1.01M +$86.8K +505 +9%
KCMRT
284
Kemper Corp Master Retirement Trust
Illinois
$1.01M +$34.4K +200 +3%
AIM
285
abrdn Investment Management
United Kingdom
$1M -$26.1M -151,595 -96%
DekaBank Deutsche Girozentrale
286
DekaBank Deutsche Girozentrale
Germany
$991K +$649K +3,775 +172%
Stifel Financial
287
Stifel Financial
Missouri
$988K +$464K +2,698 +83%
BF
288
BOK Financial
Oklahoma
$958K +$125K +726 +14%
CIP
289
Convergence Investment Partners
Florida
$947K -$366K -2,132 -27%
CAL
290
Capital Analysts LLC
Pennsylvania
$937K +$34.7K +202 +4%
CCM
291
Cadence Capital Management
Massachusetts
$935K +$158K +918 +19%
ClearBridge Investments
292
ClearBridge Investments
New York
$921K +$147K +856 +18%
CAN
293
Cetera Advisor Networks
California
$917K -$28.4K -165 -3%
NI
294
Numeric Investors
Massachusetts
$912K +$945K +5,500 New
Janney Montgomery Scott
295
Janney Montgomery Scott
Pennsylvania
$868K +$602K +3,501 +202%
Federated Hermes
296
Federated Hermes
Pennsylvania
$857K -$11.3K -66 -1%
Rafferty Asset Management
297
Rafferty Asset Management
New York
$854K -$321K -1,865 -27%
BOH
298
Bank of Hawaii
Hawaii
$830K -$175K -1,020 -17%
MERSOM
299
Municipal Employees' Retirement System of Michigan
Michigan
$829K +$17.2K +100 +2%
CIBC World Market
300
CIBC World Market
Ontario, Canada
$806K -$43K -250 -5%

PSA Hedge Fund Activity: Q3 2014 in Review

482 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q3 2014, worth a combined $22.4B — down 4.7% from $23.5B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new PSA positions and 28 closed out — a net gain of 15 holders — while 176 added to existing stakes and 178 trimmed.

The largest buyer was Eaton Vance Management, adding an estimated $58.3M. The largest seller was Norges Bank, cutting an estimated $159M.

  • 482 institutional investors held Public Storage (PSA) as of Q3 2014, up from 472 in Q2 2014.
  • Funds reported $22.4B of Public Storage stock for Q3 2014, down 4.7% quarter-over-quarter.
  • 43 funds opened new Public Storage positions in Q3 2014 and 28 closed out, a net change of +15 holders.
  • The largest Public Storage buyer in Q3 2014 was Eaton Vance Management, an estimated $58.3M added.
  • The largest Public Storage seller in Q3 2014 was Norges Bank, an estimated $159M sold.

Based on aggregated 13F filings for Q3 2014.