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Public Storage

621 hedge funds and large institutions have $30.7B invested in Public Storage in 2016 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 224 increasing their positions, 214 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 60

4% more funds holding

Funds holding: 596621 (+25)

5% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 214

1% more capital invested

Capital invested by funds: $30.3B → $30.7B (+$431M)

0.51% more ownership

Funds ownership: 78.77%79.28% (+0.51%)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

47% less call options, than puts

Call options by funds: $74.4M | Put options by funds: $139M

Holders
621
Holders Change
+25
Holders Change %
+4.19%
% of All Funds
15.53%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.42%
New
96
Increased
224
Reduced
214
Closed
60
Calls
$74.4M
Puts
$139M
Net Calls
-$64.9M
Net Calls Change
-$27.1M
Name Holding Trade Value Shares
Change
Change in
Stake
IFB
426
iAB Financial Bank
Indiana
$447K
HB
427
Homrich & Berg
Georgia
$445K -$213 -1 -0.1%
MGIA
428
Moneta Group Investment Advisors
Missouri
$438K +$73K +343 +21%
CA
429
Commerzbank Aktiengesellschaft
Germany
$433K +$48.7K +229 +13%
CAM
430
Concorde Asset Management
Michigan
$433K +$155K +728 New
MWM
431
Merriman Wealth Management
Washington
$427K +$22.6K +106 +6%
LOAME
432
Lombard Odier Asset Management (Europe)
United Kingdom
$426K
FNT
433
First National Trust
Pennsylvania
$426K +$405K +1,905 New
EHC
434
Everett Harris & Co
California
$420K
DAM
435
Doheny Asset Management
California
$412K -$18.7K -88 -5%
II
436
IFM Investors
Australia
$410K +$390K +1,834 New
SPC
437
Sigma Planning Corp
Michigan
$408K +$21.1K +99 +6%
FI
438
FormulaFolio Investments
Michigan
$406K +$387K +1,817 New
GT
439
Glenmede Trust
Pennsylvania
$390K -$20.9K -98 -5%
FHB
440
First Hawaiian Bank
Hawaii
$389K +$1.49K +7 +0.4%
SAM
441
Summit Asset Management
Tennessee
$384K
ARMT
442
Amica Retiree Medical Trust
Rhode Island
$384K +$11.9K +56 +3%
WAM
443
Weatherly Asset Management
California
$376K -$358K -1,683 Closed
MBTD
444
Mechanics Bank - Trust Department
California
$375K
SI
445
Stephens Inc
Arkansas
$373K +$355K +1,669 New
Diamond Hill Capital Management
446
Diamond Hill Capital Management
Ohio
$370K +$352K +1,656 New
ST
447
Spinnaker Trust
Maine
$369K
NFG
448
Next Financial Group
Texas
$358K -$9.57K -45 -3%
CCA
449
Checchi Capital Advisers
California
$358K +$13K +61 +4%
CSS
450
Cubist Systematic Strategies
Connecticut
$358K +$212K +998 +166%

PSA Hedge Fund Activity: Q4 2016 in Review

621 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q4 2016, worth a combined $30.7B — up 1.4% from $30.3B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new PSA positions and 60 closed out — a net gain of 36 holders — while 224 added to existing stakes and 214 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $285M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $244M sold.

  • 621 institutional investors held Public Storage (PSA) as of Q4 2016, up from 596 in Q3 2016.
  • Funds reported $30.7B of Public Storage stock for Q4 2016, up 1.4% quarter-over-quarter.
  • 96 funds opened new Public Storage positions in Q4 2016 and 60 closed out, a net change of +36 holders.
  • The largest Public Storage buyer in Q4 2016 was Wellington Management Group, an estimated $285M added.
  • The largest Public Storage seller in Q4 2016 was Arrowstreet Capital, an estimated $244M sold.

Based on aggregated 13F filings for Q4 2016.