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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
ST
376
Spinnaker Trust
Maine
$731K
AP
377
Appleton Partners
Massachusetts
$730K +$127K +505 +24%
PFPT
378
Pinnacle Financial Partners (Tennessee)
Tennessee
$717K +$338K +1,340 +106%
MC
379
Muzinich & Co
New York
$706K +$646K +2,559 New
NPC
380
National Planning Corporation
California
$700K +$84K +333 +14%
ECM
381
EII Capital Management
New York
$690K
EOJOAM
382
E. Ohman J:or Asset Management
Sweden
$690K -$126K -500 -17%
RJT
383
Raymond James Trust
Florida
$689K -$25.5K -101 -4%
EWM
384
Evercore Wealth Management
New York
$689K
GWM
385
Geneos Wealth Management
Colorado
$689K +$631K +2,502 New
RCG
386
Ruane, Cunniff & Goldfarb
New York
$687K -$252 -1 -0%
W
387
Wealthfront
California
$673K +$26.5K +105 +4%
SWM
388
Segment Wealth Management
Texas
$663K
First Manhattan
389
First Manhattan
New York
$661K
AAM
390
AR Asset Management
California
$659K -$580K -2,300 -49%
SCCM
391
Schafer Cullen Capital Management
New York
$656K
Parallax Volatility Advisers
392
Parallax Volatility Advisers
California
$636K +$581K +2,304 New
AP
393
Advisor Partners
California
$634K -$194K -769 -25%
ARMT
394
Amica Retiree Medical Trust
Rhode Island
$624K
AF
395
Arrow Financial
New York
$611K +$556K +2,204 +20,036%
CC
396
Cipher Capital
New York
$608K +$556K +2,204 New
MFS
397
MSI Financial Services
Massachusetts
$597K +$98.4K +390 +22%
ECM
398
Estabrook Capital Management
New York
$594K
MCA
399
Morris Capital Advisors
Pennsylvania
$594K -$3.28K -13 -0.6%
Jacobs Levy Equity Management
400
Jacobs Levy Equity Management
New Jersey
$577K -$499K -1,979 -49%

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.