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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
BSA
426
Braun Stacey Associates
New York
$579K +$68K +265 +13%
ARMT
427
Amica Retiree Medical Trust
Rhode Island
$578K
PFPT
428
Pinnacle Financial Partners (Tennessee)
Tennessee
$577K -$79.6K -310 -12%
AP
429
Advisor Partners
California
$566K -$22.1K -86 -4%
ECM
430
Estabrook Capital Management
New York
$551K
MCA
431
Morris Capital Advisors
Pennsylvania
$550K
PA
432
Pinnacle Associates
New York
$550K +$552K +2,150 New
FAAS
433
First Allied Advisory Services
California
$537K +$72.1K +281 +15%
CTA
434
Chesley Taft & Associates
Illinois
$537K +$122K +475 +29%
Mariner
435
Mariner
Kansas
$521K +$55.2K +215 +12%
DAM
436
Doheny Asset Management
California
$519K
IFB
437
iAB Financial Bank
Indiana
$511K
HB
438
Homrich & Berg
Georgia
$507K +$257K +1,002 +102%
LOAME
439
Lombard Odier Asset Management (Europe)
United Kingdom
$487K +$489K +1,904 New
AUB
440
Atlantic Union Bankshares
Virginia
$485K
GT
441
Glenmede Trust
Pennsylvania
$482K +$9.75K +38 +2%
NFA
442
Nuveen Fund Advisors
Illinois
$482K +$484K +1,884 New
DC
443
Davenport & Co
Virginia
$481K
EHC
444
Everett Harris & Co
California
$480K
CCM
445
Covington Capital Management
California
$476K -$8.98K -35 -2%
TC
446
Toews Corporation
New Jersey
$460K +$462K +1,800 New
SPC
447
Sigma Planning Corp
Michigan
$456K +$87.3K +340 +24%
GCA
448
Gideon Capital Advisors
New York
$452K +$454K +1,770 New
BA
449
Boston Advisors
Massachusetts
$442K -$862K -3,359 -66%
FHB
450
First Hawaiian Bank
Hawaii
$441K -$40.3K -157 -8%

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.