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Public Storage

589 hedge funds and large institutions have $37.2B invested in Public Storage in 2016 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 225 increasing their positions, 209 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 36

37% more call options, than puts

Call options by funds: $107M | Put options by funds: $78.3M

15% more funds holding in top 10

Funds holding in top 10: 2630 (+4)

9% more capital invested

Capital invested by funds: $34.1B → $37.2B (+$3.18B)

5.61% more ownership

Funds ownership: 79.75%85.36% (+5.6%)

4% more funds holding

Funds holding: 564589 (+25)

8% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 209

Holders
589
Holders Change
+25
Holders Change %
+4.43%
% of All Funds
15.69%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.8%
New
64
Increased
225
Reduced
209
Closed
36
Calls
$107M
Puts
$78.3M
Net Calls
+$28.7M
Net Calls Change
-$28.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
301
Confluence Wealth Management
Oregon
$1.98M -$41.9K -166 -2%
CIM
302
CenturyLink Investment Management
Colorado
$1.96M +$410K +1,625 +30%
Baird Financial Group
303
Baird Financial Group
Wisconsin
$1.92M +$41.6K +165 +2%
KRSITF
304
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.84M +$290K +1,151 +21%
AJ
305
Ashburton (Jersey)
Jersey
$1.83M +$55.5K +220 +3%
RJA
306
Raymond James & Associates
Florida
$1.82M +$1.66M +6,593 New
CIBC World Market
307
CIBC World Market
Ontario, Canada
$1.79M -$3.74M -14,808 -69%
Ninety One (UK)
308
Ninety One (UK)
United Kingdom
$1.78M +$177K +700 +12%
ZIM
309
Zacks Investment Management
Illinois
$1.67M -$348K -1,381 -19%
TC
310
Telemus Capital
Michigan
$1.66M +$1.51M +6,000 New
MAM
311
Meeder Asset Management
Ohio
$1.63M +$1.49M +5,908 New
DI
312
Diligent Investors
California
$1.6M -$12.6K -50 -0.9%
BOH
313
Bank of Hawaii
Hawaii
$1.6M -$213K -846 -13%
AL
314
AJO LP
Pennsylvania
$1.58M -$168K -666 -10%
AB
315
Amalgamated Bank
New York
$1.58M +$346K +1,372 +32%
KeyBank National Association
316
KeyBank National Association
Ohio
$1.56M -$1.98M -7,863 -58%
GP
317
Girard Partners
Pennsylvania
$1.55M -$84.3K -334 -6%
NMIMC
318
Northwestern Mutual Investment Management Company
Wisconsin
$1.55M +$8.07K +32 +0.6%
CA
319
Commerzbank Aktiengesellschaft
Germany
$1.51M -$923K -3,660 -40%
Mackenzie Financial
320
Mackenzie Financial
Ontario, Canada
$1.5M +$312K +1,238 +29%
Millennium Management
321
Millennium Management
New York
$1.48M +$1.35M +5,352 New
LIM
322
Loudon Investment Management
New Hampshire
$1.46M -$10.6K -42 -0.8%
Cambridge Investment Research Advisors
323
Cambridge Investment Research Advisors
Iowa
$1.44M +$329K +1,303 +33%
BVDMP
324
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.43M -$429K -1,700 -25%
BA
325
Boston Advisors
Massachusetts
$1.4M -$779K -3,089 -38%

PSA Hedge Fund Activity: Q1 2016 in Review

589 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q1 2016, worth a combined $37.2B — up 9.3% from $34.1B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new PSA positions and 36 closed out — a net gain of 28 holders — while 225 added to existing stakes and 209 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $2.45B. The largest seller was Cohen & Steers, cutting an estimated $466M.

  • 589 institutional investors held Public Storage (PSA) as of Q1 2016, up from 564 in Q4 2015.
  • Funds reported $37.2B of Public Storage stock for Q1 2016, up 9.3% quarter-over-quarter.
  • 64 funds opened new Public Storage positions in Q1 2016 and 36 closed out, a net change of +28 holders.
  • The largest Public Storage buyer in Q1 2016 was Royal London Asset Management, an estimated $2.45B added.
  • The largest Public Storage seller in Q1 2016 was Cohen & Steers, an estimated $466M sold.

Based on aggregated 13F filings for Q1 2016.