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Public Storage

482 hedge funds and large institutions have $22.4B invested in Public Storage in 2014 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 176 increasing their positions, 178 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more call options, than puts

Call options by funds: $59.2M | Put options by funds: $24.4M

54% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 28

2% more funds holding

Funds holding: 472482 (+10)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

1% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 178

5% less capital invested

Capital invested by funds: $23.5B → $22.4B (-$1.11B)

1.35% less ownership

Funds ownership: 79.67%78.31% (-1.4%)

Holders
482
Holders Change
+10
Holders Change %
+2.12%
% of All Funds
13.98%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.55%
New
43
Increased
176
Reduced
178
Closed
28
Calls
$59.2M
Puts
$24.4M
Net Calls
+$34.8M
Net Calls Change
-$3.47M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
426
Virtus Fund Advisers
Connecticut
$111K -$221K -1,285 -66%
BAM
427
Barrett Asset Management
New York
$108K
SNT
428
Security National Trust
West Virginia
$96K
1IC
429
1919 Investment Counsel
Maryland
$87K -$12.5K -73 -12%
W
430
Wealthfront
California
$81K -$10.1K -59 -11%
KTC
431
Kistler-Tiffany Companies
Pennsylvania
$77K
SC
432
Saturna Capital
Washington
$75K
QT
433
Quantbot Technologies
New York
$73K -$77.3K -450 -50%
GAM
434
Gemmer Asset Management
California
$71K +$73.9K +430 New
CAL
435
Capital Advisors Ltd
Ohio
$67K
PTC
436
Private Trust Company
Ohio
$67K +$4.64K +27 +7%
TRCT
437
Tower Research Capital (TRC)
New York
$66K +$68.7K +400 New
WTB
438
Washington Trust Bank
Washington
$65K
EWM
439
Elite Wealth Management
Washington
$61K
TDC
440
Thompson Davis & Co
Virginia
$61K +$15.8K +92 +34%
HRC
441
Hoertkorn Richard Charles
$59K
HDIM
442
Hanson & Doremus Investment Management
Vermont
$56K
FHA
443
First Horizon Advisors
Tennessee
$53K
VCM
444
Vigilant Capital Management
Maine
$50K
Fuller & Thaler Asset Management
445
Fuller & Thaler Asset Management
California
$50K +$51.6K +300 New
Northwestern Mutual Wealth Management
446
Northwestern Mutual Wealth Management
Wisconsin
$48K +$20.3K +118 +67%
GXMC
447
Global X Management Company
New York
$45K -$12.4K -72 -21%
RNS
448
Robert N. Shapiro
$44K -$14.8K -86 -24%
MA
449
MUFG Americas
New York
$43K -$12.9K -75 -23%
CFSG
450
Community Financial Services Group
Vermont
$41K

PSA Hedge Fund Activity: Q3 2014 in Review

482 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q3 2014, worth a combined $22.4B — down 4.7% from $23.5B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new PSA positions and 28 closed out — a net gain of 15 holders — while 176 added to existing stakes and 178 trimmed.

The largest buyer was Eaton Vance Management, adding an estimated $58.3M. The largest seller was Norges Bank, cutting an estimated $159M.

  • 482 institutional investors held Public Storage (PSA) as of Q3 2014, up from 472 in Q2 2014.
  • Funds reported $22.4B of Public Storage stock for Q3 2014, down 4.7% quarter-over-quarter.
  • 43 funds opened new Public Storage positions in Q3 2014 and 28 closed out, a net change of +15 holders.
  • The largest Public Storage buyer in Q3 2014 was Eaton Vance Management, an estimated $58.3M added.
  • The largest Public Storage seller in Q3 2014 was Norges Bank, an estimated $159M sold.

Based on aggregated 13F filings for Q3 2014.