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Public Storage

632 hedge funds and large institutions have $30.5B invested in Public Storage in 2017 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 248 increasing their positions, 215 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 49

15% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 215

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

2% more funds holding

Funds holding: 621632 (+11)

1.11% more ownership

Funds ownership: 79.28%80.39% (+1.1%)

1% less capital invested

Capital invested by funds: $30.7B → $30.5B (-$202M)

27% less call options, than puts

Call options by funds: $93.5M | Put options by funds: $129M

Holders
632
Holders Change
+11
Holders Change %
+1.77%
% of All Funds
15.73%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.45%
New
68
Increased
248
Reduced
215
Closed
49
Calls
$93.5M
Puts
$129M
Net Calls
-$35.3M
Net Calls Change
+$29.6M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
376
Rational Advisors
New York
$679K +$687K +3,100 New
1GA
377
1st Global Advisors
Texas
$676K +$33.4K +151 +5%
WS
378
Wedbush Securities
California
$675K +$12.4K +56 +2%
II
379
IFM Investors
Australia
$669K +$270K +1,220 +67%
PIM
380
Perkins Investment Management
Illinois
$657K
EMG
381
Ellington Management Group
Connecticut
$657K +$664K +3,000 New
William Blair & Company
382
William Blair & Company
Illinois
$653K +$57.4K +259 +10%
FAM
383
Formidable Asset Management
Ohio
$647K +$92.4K +417 +16%
OFS
384
Orrstown Financial Services
Pennsylvania
$644K +$652K +2,942 New
KCMRT
385
Kemper Corp Master Retirement Trust
Illinois
$639K -$681K -3,075 -51%
NAMP
386
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$637K -$208K -940 -24%
FAAS
387
First Allied Advisory Services
California
$629K +$123K +556 +24%
OC
388
Oppenheimer & Co
New York
$626K +$165K +747 +35%
GWM
389
Geneos Wealth Management
Colorado
$624K +$146K +658 +30%
LS
390
Livforsakringsbolaget Skandia
Sweden
$618K -$1.17M -5,300 -65%
CSS
391
Cubist Systematic Strategies
Connecticut
$608K +$261K +1,177 +74%
AP
392
Advisor Partners
California
$601K +$46.7K +211 +8%
W
393
Wealthfront
California
$598K +$23.5K +106 +4%
PI
394
PineBridge Investments
New York
$596K -$346K -1,561 -36%
FNT
395
First Nebraska Trust
Nebraska
$584K
SIC
396
SFE Investment Counsel
California
$584K +$591K +2,670 New
Mirae Asset Global Investments
397
Mirae Asset Global Investments
South Korea
$581K +$588K +2,653 New
BFA
398
Bragg Financial Advisors
North Carolina
$555K +$324K +1,465 +137%
CAM
399
Concorde Asset Management
Michigan
$551K +$393K +1,775 +244%
CCG
400
Cypress Capital Group
Florida
$549K +$555K +2,505 New

PSA Hedge Fund Activity: Q1 2017 in Review

632 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q1 2017, worth a combined $30.5B — down 0.66% from $30.7B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new PSA positions and 49 closed out — a net gain of 19 holders — while 248 added to existing stakes and 215 trimmed.

The largest buyer was BlackRock, adding an estimated $3.02B. The largest seller was Fidelity Investments, cutting an estimated $220M.

  • 632 institutional investors held Public Storage (PSA) as of Q1 2017, up from 621 in Q4 2016.
  • Funds reported $30.5B of Public Storage stock for Q1 2017, down 0.66% quarter-over-quarter.
  • 68 funds opened new Public Storage positions in Q1 2017 and 49 closed out, a net change of +19 holders.
  • The largest Public Storage buyer in Q1 2017 was BlackRock, an estimated $3.02B added.
  • The largest Public Storage seller in Q1 2017 was Fidelity Investments, an estimated $220M sold.

Based on aggregated 13F filings for Q1 2017.