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Public Storage

621 hedge funds and large institutions have $30.7B invested in Public Storage in 2016 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 224 increasing their positions, 214 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 60

4% more funds holding

Funds holding: 596621 (+25)

5% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 214

1% more capital invested

Capital invested by funds: $30.3B → $30.7B (+$431M)

0.51% more ownership

Funds ownership: 78.77%79.28% (+0.51%)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

47% less call options, than puts

Call options by funds: $74.4M | Put options by funds: $139M

Holders
621
Holders Change
+25
Holders Change %
+4.19%
% of All Funds
15.53%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.42%
New
96
Increased
224
Reduced
214
Closed
60
Calls
$74.4M
Puts
$139M
Net Calls
-$64.9M
Net Calls Change
-$27.1M
Name Holding Trade Value Shares
Change
Change in
Stake
NIMI
376
Natixis Investment Managers International
France
$806K +$438K +2,059 +133%
EOJOAM
377
E. Ohman J:or Asset Management
Sweden
$805K +$106K +500 +16%
MSV
378
MN Services Vermogensbeheer
Netherlands
$801K
AIP
379
Ameritas Investment Partners
Nebraska
$797K
QCMC
380
Quantum Capital Management (California)
California
$795K -$48.1K -226 -6%
BFC
381
Blue Fin Capital
Rhode Island
$792K +$116K +547 +18%
EWM
382
Evercore Wealth Management
New York
$768K +$176K +826 +32%
AHC
383
Adell Harriman & Carpenter
Texas
$751K -$21.3K -100 -3%
Bank of Nova Scotia
384
Bank of Nova Scotia
Ontario, Canada
$749K +$71.7K +337 +11%
LW
385
Linscomb Wealth
Texas
$715K -$21.3K -100 -3%
VF
386
Virtu Financial
New York
$680K +$648K +3,044 New
WS
387
Wedbush Securities
California
$677K +$644K +3,027 New
PIM
388
Perkins Investment Management
Illinois
$671K +$638K +3,000 New
FFA
389
First Foundation Advisors
California
$660K +$10.6K +50 +2%
1GA
390
1st Global Advisors
Texas
$656K -$1.02M -4,813 -62%
CA
391
Cetera Advisors
Colorado
$639K -$216K -1,013 -26%
TMAM
392
Tokio Marine Asset Management
Japan
$624K -$210K -987 -26%
RJT
393
Raymond James Trust
Florida
$611K +$89.4K +420 +18%
FAM
394
Formidable Asset Management
Ohio
$601K +$7.66K +36 +1%
FNT
395
First Nebraska Trust
Nebraska
$597K
William Blair & Company
396
William Blair & Company
Illinois
$591K -$140K -658 -20%
W
397
Wealthfront
California
$586K +$27.4K +129 +5%
PL
398
Parkwood LLC
Ohio
$580K -$172K -807 -24%
MFS
399
MSI Financial Services
Massachusetts
$576K +$52.6K +247 +11%
NFA
400
Nuveen Fund Advisors
Illinois
$571K -$24.7K -116 -4%

PSA Hedge Fund Activity: Q4 2016 in Review

621 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q4 2016, worth a combined $30.7B — up 1.4% from $30.3B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new PSA positions and 60 closed out — a net gain of 36 holders — while 224 added to existing stakes and 214 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $285M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $244M sold.

  • 621 institutional investors held Public Storage (PSA) as of Q4 2016, up from 596 in Q3 2016.
  • Funds reported $30.7B of Public Storage stock for Q4 2016, up 1.4% quarter-over-quarter.
  • 96 funds opened new Public Storage positions in Q4 2016 and 60 closed out, a net change of +36 holders.
  • The largest Public Storage buyer in Q4 2016 was Wellington Management Group, an estimated $285M added.
  • The largest Public Storage seller in Q4 2016 was Arrowstreet Capital, an estimated $244M sold.

Based on aggregated 13F filings for Q4 2016.