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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
BFC
401
Blue Fin Capital
Rhode Island
$727K +$28K +109 +4%
FM
402
Forward Management
California
$724K -$2.14M -8,347 -75%
CG
403
Caprock Group
Idaho
$721K -$65.7K -256 -8%
VF
404
Virtu Financial
New York
$721K -$9.24K -36 -1%
CWM
405
Concert Wealth Management
California
$710K +$5.39K +21 +0.8%
IH
406
IFC Holdings
Florida
$691K -$56K -218 -7%
AL
407
Agran Libbie
California
$687K
MP
408
Manifold Partners
California
$682K +$685K +2,668 New
FNT
409
First Nebraska Trust
Nebraska
$680K -$116K -450 -14%
SCM
410
Shelton Capital Management
Colorado
$673K +$205K +800 +44%
HMS
411
Hanseatic Management Services
New Mexico
$667K -$2.47M -9,607 -79%
EWM
412
Evercore Wealth Management
New York
$667K +$28.7K +112 +4%
AF
413
Arrow Financial
New York
$644K +$78.3K +305 +14%
GWM
414
Geneos Wealth Management
Colorado
$640K +$5.13K +20 +0.8%
RCG
415
Ruane, Cunniff & Goldfarb
New York
$637K
HI
416
HBK Investments
Texas
$633K +$636K +2,476 New
FAM
417
Formidable Asset Management
Ohio
$619K +$631K +2,459 New
SWM
418
Segment Wealth Management
Texas
$615K
First Manhattan
419
First Manhattan
New York
$613K
RJT
420
Raymond James Trust
Florida
$611K -$27K -105 -4%
W
421
Wealthfront
California
$611K -$12.3K -48 -2%
AAM
422
AR Asset Management
California
$610K
SCCM
423
Schafer Cullen Capital Management
New York
$608K
LP
424
LMR Partners
United Kingdom
$597K -$1.75M -6,802 -74%
M
425
MOTCO
Texas
$584K -$158K -615 -21%

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.