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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
KFS
301
KMS Financial Services
Washington
$806K +$39.2K +228 +5%
B
302
Baird
Wisconsin
$800K
FA
303
FDx Advisors
Illinois
$800K +$52.9K +308 +7%
KeyBank National Association
304
KeyBank National Association
Ohio
$792K +$258K +1,503 +46%
AAM
305
AR Asset Management
California
$777K
KRSITF
306
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$770K +$2.58K +15 +0.3%
BA
307
BlackRock Advisors
Delaware
$766K +$72.2K +420 +10%
BA
308
Bridgewater Associates
Connecticut
$751K -$5.96M -34,673 -88%
AHC
309
Adell Harriman & Carpenter
Texas
$733K
AB
310
Amalgamated Bank
New York
$728K +$43.5K +253 +6%
ST
311
Spot Trading
Illinois
$714K -$495K -2,881 -40%
Creative Planning
312
Creative Planning
Kansas
$709K +$114K +665 +18%
PFC
313
Phocas Financial Corp
California
$706K -$32.7K -190 -4%
UR
314
USCA RIA
Texas
$696K
LP
315
LMR Partners
United Kingdom
$694K -$1.04M -6,067 -59%
JIC
316
Johnson Investment Counsel
Ohio
$674K
NIMI
317
Natixis Investment Managers International
France
$669K +$694K +4,036 New
BFEC
318
Benjamin F. Edwards & Company
Missouri
$661K +$234K +1,360 +52%
CC
319
Cipher Capital
New York
$640K +$663K +3,859 New
CG
320
Clinton Group
New York
$634K +$657K +3,823 New
AIS
321
American Investment Services
Massachusetts
$626K
Cambridge Investment Research Advisors
322
Cambridge Investment Research Advisors
Iowa
$615K +$191K +1,114 +43%
AIMCA
323
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$614K +$636K +3,700 New
PAG
324
Private Advisor Group
New Jersey
$608K -$7.05K -41 -1%
EOJOAM
325
E. Ohman J:or Asset Management
Sweden
$597K

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.