We are live on ! Find out more
PSA icon

Public Storage

589 hedge funds and large institutions have $37.2B invested in Public Storage in 2016 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 225 increasing their positions, 209 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 36

37% more call options, than puts

Call options by funds: $107M | Put options by funds: $78.3M

15% more funds holding in top 10

Funds holding in top 10: 2630 (+4)

9% more capital invested

Capital invested by funds: $34.1B → $37.2B (+$3.18B)

5.61% more ownership

Funds ownership: 79.75%85.36% (+5.6%)

4% more funds holding

Funds holding: 564589 (+25)

8% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 209

Holders
589
Holders Change
+25
Holders Change %
+4.43%
% of All Funds
15.69%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.8%
New
64
Increased
225
Reduced
209
Closed
36
Calls
$107M
Puts
$78.3M
Net Calls
+$28.7M
Net Calls Change
-$28.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
426
Princeton Alpha Management
New Jersey
$436K +$399K +1,582 New
Geode Capital Management
427
Geode Capital Management
Massachusetts
$433K +$20.9M +82,755 +6%
WEC
428
Winslow Evans & Crocker
Massachusetts
$425K +$388K +1,540 New
MIC
429
MU Investments Company
Japan
$421K +$388K +1,540 New
WT
430
Washington Trust
Rhode Island
$415K
MCP
431
Mirador Capital Partners
California
$404K +$369K +1,463 New
SPC
432
Sigma Planning Corp
Michigan
$399K +$7.82K +31 +2%
FCBT
433
First Citizens Bank & Trust
North Carolina
$397K +$32.5K +129 +10%
BIM
434
Bridgecreek Investment Management
Oklahoma
$393K
Simplex Trading
435
Simplex Trading
Illinois
$386K +$14.6K +58 +4%
CGL
436
Clarius Group LLC
Washington
$386K +$92.8K +368 +36%
SOAMC
437
Spirit of America Management Corp
New York
$386K +$101K +400 +40%
CCA
438
Checchi Capital Advisers
California
$385K -$5.3K -21 -1%
BRWA
439
B. Riley Wealth Advisors
Florida
$385K +$74.7K +296 +27%
N
440
Nuveen
North Carolina
$368K -$39.9M -158,138 -11%
MAM
441
Mastrapasqua Asset Management
Tennessee
$365K +$8.83K +35 +3%
SWP
442
Stratos Wealth Partners
Ohio
$353K -$82K -325 -20%
OCG
443
Opus Capital Group
Ohio
$346K -$271K -1,075 -46%
CL
444
CPWM LLC
Washington
$346K -$80.2K -318 -20%
FNBT
445
FineMark National Bank & Trust
Florida
$344K
TCOV
446
Trust Company of Vermont
Vermont
$334K -$7.57K -30 -2%
NAMA
447
Nikko Asset Management Americas
New York
$328K +$303K +1,200 New
PAA
448
Peregrine Asset Advisers
Oregon
$325K
WPP
449
Whalerock Point Partners
Rhode Island
$322K +$68.1K +270 +30%
IWMPD
450
Integrated Wealth Management (Palm Desert)
California
$319K +$95.9K +380 +49%

PSA Hedge Fund Activity: Q1 2016 in Review

589 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q1 2016, worth a combined $37.2B — up 9.3% from $34.1B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new PSA positions and 36 closed out — a net gain of 28 holders — while 225 added to existing stakes and 209 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $2.45B. The largest seller was Cohen & Steers, cutting an estimated $466M.

  • 589 institutional investors held Public Storage (PSA) as of Q1 2016, up from 564 in Q4 2015.
  • Funds reported $37.2B of Public Storage stock for Q1 2016, up 9.3% quarter-over-quarter.
  • 64 funds opened new Public Storage positions in Q1 2016 and 36 closed out, a net change of +28 holders.
  • The largest Public Storage buyer in Q1 2016 was Royal London Asset Management, an estimated $2.45B added.
  • The largest Public Storage seller in Q1 2016 was Cohen & Steers, an estimated $466M sold.

Based on aggregated 13F filings for Q1 2016.