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Public Storage

516 hedge funds and large institutions have $24.8B invested in Public Storage in 2015 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 188 increasing their positions, 187 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $65M | Put options by funds: $36.4M

36% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 33

1.58% more ownership

Funds ownership: 77.32%78.89% (+1.6%)

1% more funds holding

Funds holding: 509516 (+7)

1% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 187

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

6% less capital invested

Capital invested by funds: $26.3B → $24.8B (-$1.49B)

Holders
516
Holders Change
+7
Holders Change %
+1.38%
% of All Funds
13.9%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.54%
New
45
Increased
188
Reduced
187
Closed
33
Calls
$65M
Puts
$36.4M
Net Calls
+$28.5M
Net Calls Change
-$2.45M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
401
Cetera Advisors
Colorado
$268K +$278K +1,450 New
Truist Financial
402
Truist Financial
North Carolina
$267K -$22.1K -115 -7%
Tudor Investment Corp
403
Tudor Investment Corp
Connecticut
$264K -$806K -4,200 -75%
OA
404
OFI Advisors
Pennsylvania
$261K +$15K +78 +6%
PC
405
Passport Capital
California
$252K +$262K +1,366 New
PP
406
Pegasus Partners
Wisconsin
$249K +$259K +1,350 New
MAM
407
Mastrapasqua Asset Management
Tennessee
$247K +$257K +1,340 New
FTI
408
Fiduciary Trust International
Massachusetts
$246K -$71.2K -371 -22%
LAIC
409
Lederer & Associates Investment Counsel
California
$246K +$19.2K +100 +8%
CCA
410
Checchi Capital Advisers
California
$242K +$22.1K +115 +10%
ACA
411
Anchor Capital Advisors
Massachusetts
$233K -$57.5K -300 -19%
TCOV
412
Trust Company of Vermont
Vermont
$229K
FNBT
413
FineMark National Bank & Trust
Florida
$229K +$192 +1 +0.1%
PP
414
Prudential plc
United Kingdom
$228K -$1.24M -6,444 -84%
PCM
415
Prelude Capital Management
New York
$226K -$38.4K -200 -14%
ECM
416
Element Capital Management
New York
$221K +$230K +1,200 New
WAM
417
Wolverine Asset Management
Illinois
$218K -$3.06M -15,945 -93%
PAA
418
Peregrine Asset Advisers
Oregon
$217K
W
419
Wealthfront
California
$212K +$16.9K +88 +8%
WT
420
Washington Trust
Rhode Island
$210K +$8.25K +43 +4%
LNC
421
Lincoln National Corp
Pennsylvania
$210K +$201K +1,050 New
NAMP
422
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$209K
WOC
423
West Oak Capital
California
$206K -$24K -125 -10%
OC
424
Oppenheimer & Co
New York
$206K -$73.8K -385 -26%
TCM
425
Texan Capital Management
Texas
$206K

PSA Hedge Fund Activity: Q2 2015 in Review

516 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q2 2015, worth a combined $24.8B — down 5.7% from $26.3B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new PSA positions and 33 closed out — a net gain of 12 holders — while 188 added to existing stakes and 187 trimmed.

The largest buyer was State Street, adding an estimated $375M. The largest seller was Invesco, cutting an estimated $276M.

  • 516 institutional investors held Public Storage (PSA) as of Q2 2015, up from 509 in Q1 2015.
  • Funds reported $24.8B of Public Storage stock for Q2 2015, down 5.7% quarter-over-quarter.
  • 45 funds opened new Public Storage positions in Q2 2015 and 33 closed out, a net change of +12 holders.
  • The largest Public Storage buyer in Q2 2015 was State Street, an estimated $375M added.
  • The largest Public Storage seller in Q2 2015 was Invesco, an estimated $276M sold.

Based on aggregated 13F filings for Q2 2015.