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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
QCG
451
Quadrant Capital Group
Ohio
$83K +$86.7K +452 New
Northwestern Mutual Wealth Management
452
Northwestern Mutual Wealth Management
Wisconsin
$79K +$1.92K +10 +2%
ST
453
Smithfield Trust
Pennsylvania
$77K +$80.6K +420 New
CAL
454
Capital Advisors Ltd
Ohio
$76K
AIM
455
Advantage Investment Management
Iowa
$72K
WTB
456
Washington Trust Bank
Washington
$72K
GXMC
457
Global X Management Company
New York
$67K +$10.7K +56 +18%
HRC
458
Hoertkorn Richard Charles
$66K
MCM
459
Manchester Capital Management
Vermont
$65K
HDIM
460
Hanson & Doremus Investment Management
Vermont
$63K
BWFA
461
Baltimore-Washington Financial Advisors
Maryland
$60K
TDC
462
Thompson Davis & Co
Virginia
$59K -$8.05K -42 -12%
HNB
463
Huntington National Bank
Ohio
$58K -$7.67K -40 -11%
KTC
464
Kistler-Tiffany Companies
Pennsylvania
$58K
VCM
465
Vigilant Capital Management
Maine
$55K
GAM
466
Gemmer Asset Management
California
$51K -$29K -151 -35%
CFSG
467
Community Financial Services Group
Vermont
$46K
ST
468
Spot Trading
Illinois
$44K -$17.8K -93 -28%
RFA
469
Reilly Financial Advisors
California
$42K -$111K -578 -72%
FPFS
470
First Personal Financial Services
North Carolina
$42K -$22.1K -115 -34%
WT
471
Whittier Trust
California
$40K +$41.6K +217 New
CFA
472
Carroll Financial Associates
North Carolina
$39K
ASN
473
Advisory Services Network
Georgia
$36K
FHA
474
First Horizon Advisors
Tennessee
$34K -$25.9K -135 -42%
MFS
475
MSI Financial Services
Massachusetts
$33K

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.