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Public Storage

623 hedge funds and large institutions have $34.8B invested in Public Storage in 2016 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 220 increasing their positions, 223 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 40

6% more funds holding

Funds holding: 589623 (+34)

1% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 223

4% less call options, than puts

Call options by funds: $84.1M | Put options by funds: $87.6M

7% less capital invested

Capital invested by funds: $37.2B → $34.8B (-$2.44B)

6.77% less ownership

Funds ownership: 85.36%78.59% (-6.8%)

23% less funds holding in top 10

Funds holding in top 10: 3023 (-7)

Holders
623
Holders Change
+34
Holders Change %
+5.77%
% of All Funds
16.62%
Holding in Top 10
23
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-23.33%
% of All Funds
0.61%
New
81
Increased
220
Reduced
223
Closed
40
Calls
$84.1M
Puts
$87.6M
Net Calls
-$3.5M
Net Calls Change
-$32.2M
Name Holding Trade Value Shares
Change
Change in
Stake
GF
351
Gerstein Fisher
New York
$1.27M +$537K +2,093 +72%
ECM
352
Exchange Capital Management
Michigan
$1.27M +$1.28M +4,971 New
PCM
353
Princeton Capital Management
New Jersey
$1.27M -$28.5K -111 -2%
Loomis, Sayles & Company
354
Loomis, Sayles & Company
Massachusetts
$1.26M +$1.27M +4,933 New
CI
355
Conning Inc
Connecticut
$1.25M
LIM
356
Loudon Investment Management
New Hampshire
$1.25M -$103K -400 -8%
FQ
357
First Quadrant
California
$1.24M
GP
358
Girard Partners
Pennsylvania
$1.22M -$218K -849 -15%
UR
359
USCA RIA
Texas
$1.2M
JIC
360
Johnson Investment Counsel
Ohio
$1.19M +$189K +735 +19%
MERSOM
361
Municipal Employees' Retirement System of Michigan
Michigan
$1.19M +$33.4K +130 +3%
KCMRT
362
Kemper Corp Master Retirement Trust
Illinois
$1.18M
TMAM
363
Tokio Marine Asset Management
Japan
$1.17M -$22.8K -89 -2%
PC
364
Palo Capital
California
$1.16M +$1.16M +4,524 New
GEM
365
Global Endowment Management
North Carolina
$1.13M -$25.7K -100 -2%
QIM
366
Quantitative Investment Management
Virginia
$1.1M -$4.83M -18,800 -81%
CT
367
Cambridge Trust
Massachusetts
$1.1M +$1.1M +4,300 New
KeyBank National Association
368
KeyBank National Association
Ohio
$1.09M -$357K -1,391 -25%
LW
369
Linscomb Wealth
Texas
$1.07M -$18K -70 -2%
PFC
370
Phocas Financial Corp
California
$1.07M
EC
371
Everest Capital
Florida
$1.02M +$1.03M +4,000 New
AIS
372
American Investment Services
Massachusetts
$992K -$125K -486 -11%
Victory Capital Management
373
Victory Capital Management
Texas
$986K +$102K +399 +12%
RCA
374
Rowland Carmichael Advisors
Arizona
$974K +$172K +670 +21%
PL
375
Perpetual Ltd
Australia
$946K +$950K +3,700 New

PSA Hedge Fund Activity: Q2 2016 in Review

623 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q2 2016, worth a combined $34.8B — down 6.5% from $37.2B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new PSA positions and 40 closed out — a net gain of 41 holders — while 220 added to existing stakes and 223 trimmed.

The largest buyer was Janus Henderson Investors US, adding an estimated $143M. The largest seller was Royal London Asset Management, cutting an estimated $2.5B.

  • 623 institutional investors held Public Storage (PSA) as of Q2 2016, up from 589 in Q1 2016.
  • Funds reported $34.8B of Public Storage stock for Q2 2016, down 6.5% quarter-over-quarter.
  • 81 funds opened new Public Storage positions in Q2 2016 and 40 closed out, a net change of +41 holders.
  • The largest Public Storage buyer in Q2 2016 was Janus Henderson Investors US, an estimated $143M added.
  • The largest Public Storage seller in Q2 2016 was Royal London Asset Management, an estimated $2.5B sold.

Based on aggregated 13F filings for Q2 2016.