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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
PCM
326
Princeton Capital Management
New Jersey
$1.4M -$108K -427 -8%
Janney Montgomery Scott
327
Janney Montgomery Scott
Pennsylvania
$1.4M -$67.4K -267 -5%
CI
328
Conning Inc
Connecticut
$1.35M +$2.52K +10 +0.2%
QSS
329
Quantitative Systematic Strategies
Florida
$1.35M +$1.24M +4,897 New
FQ
330
First Quadrant
California
$1.33M -$2.93M -11,600 -71%
SB
331
Suntrust Banks
Georgia
$1.33M +$497K +1,971 +69%
UR
332
USCA RIA
Texas
$1.29M +$47.9K +190 +4%
TMAM
333
Tokio Marine Asset Management
Japan
$1.28M +$28.3K +112 +2%
Stifel Financial
334
Stifel Financial
Missouri
$1.28M -$306K -1,212 -21%
KCMRT
335
Kemper Corp Master Retirement Trust
Illinois
$1.27M -$12.6K -50 -1%
MERSOM
336
Municipal Employees' Retirement System of Michigan
Michigan
$1.25M +$22.7K +90 +2%
GEM
337
Global Endowment Management
North Carolina
$1.24M -$1.64M -6,500 -59%
AIS
338
American Investment Services
Massachusetts
$1.21M
LW
339
Linscomb Wealth
Texas
$1.17M +$18.9K +75 +2%
PFC
340
Phocas Financial Corp
California
$1.15M
ONB
341
Old National Bancorp
Indiana
$1.11M -$41.4K -164 -4%
JIC
342
Johnson Investment Counsel
Ohio
$1.08M +$35.8K +142 +4%
OC
343
Oppenheimer & Co
New York
$1.06M +$607K +2,406 +165%
PL
344
Parkwood LLC
Ohio
$1.05M -$290K -1,151 -23%
SF
345
Synovus Financial
Georgia
$1.03M +$212K +842 +29%
WA
346
WESPAC Advisors
California
$1.02M +$655K +2,597 +235%
AHC
347
Adell Harriman & Carpenter
Texas
$959K -$139K -550 -14%
Victory Capital Management
348
Victory Capital Management
Texas
$954K -$147K -583 -14%
CA
349
Cetera Advisors
Colorado
$953K +$124K +490 +17%
PAG
350
Private Advisor Group
New Jersey
$951K +$229K +909 +28%

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.