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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
BCM
426
Bridgeway Capital Management
Texas
$203K +$211K +1,100 New
AW
427
Alpha Windward
Massachusetts
$201K -$16.7K -87 -7%
PVH
428
Psagot Value Holdings
Israel
$184K
PAIA
429
Park Avenue Institutional Advisers
New York
$180K +$188K +979 New
NFG
430
Next Financial Group
Texas
$179K -$3.07K -16 -2%
Fuller & Thaler Asset Management
431
Fuller & Thaler Asset Management
California
$147K -$76.7K -400 -33%
OMCS
432
Old Mutual Customised Solutions
South Africa
$147K
IWMPD
433
Integrated Wealth Management (Palm Desert)
California
$143K -$34.3K -179 -19%
BCP
434
Blue Chip Partners
Michigan
$143K +$1.34K +7 +0.9%
LFFS
435
La Francaise Forum Securities
Connecticut
$133K -$2.84M -14,822 -95%
OAJ
436
Ogorek Anthony Joseph
New York
$126K +$131K +682 New
CTC
437
Central Trust Company
Missouri
$125K -$4.6K -24 -3%
RP
438
Rowlandmiller & Partners
Georgia
$124K
AF
439
Allworth Financial
California
$124K +$767 +4 +0.6%
AGM
440
Alpine Global Management
New York
$121K -$134K -697 -52%
BAM
441
Barrett Asset Management
New York
$120K
GLI
442
Guardian Life Insurance
New York
$116K
MPWT
443
MassMutual Private Wealth & Trust
Connecticut
$112K +$87.1K +454 +227%
BCM
444
Brookstone Capital Management
Illinois
$112K +$116K +605 New
NIMI
445
Natixis Investment Managers International
France
$110K +$16.1K +84 +16%
SNT
446
Security National Trust
West Virginia
$98K
VanEck Associates
447
VanEck Associates
New York
$98K +$21.3K +111 +26%
WA
448
WFG Advisors
Texas
$94K -$2.3K -12 -2%
VFA
449
Virtus Fund Advisers
Connecticut
$93K
SC
450
Saturna Capital
Washington
$83K

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.