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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
Toronto Dominion Bank
451
Toronto Dominion Bank
Ontario, Canada
$316K -$849K -3,365 -75%
NAMP
452
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$313K
Jones Financial Companies
453
Jones Financial Companies
Missouri
$309K -$201K -796 -42%
CCM
454
CrestPoint Capital Management
Missouri
$303K
VanEck Associates
455
VanEck Associates
New York
$300K +$45.4K +180 +20%
DADC
456
D.A. Davidson & Co
Montana
$289K +$31K +123 +13%
PP
457
Prudential plc
United Kingdom
$287K -$49.9K -198 -16%
WOC
458
West Oak Capital
California
$283K -$30.3K -120 -10%
SAM
459
Sentinel Asset Management
Vermont
$276K -$227K -900 -47%
AFG
460
Arkansas Financial Group
Arkansas
$276K
WA
461
WBH Advisory
Maryland
$275K
PAM
462
PartnerRe Asset Management
Connecticut
$272K
TDC
463
Thompson Davis & Co
Virginia
$272K +$73.4K +291 +42%
LNC
464
Lincoln National Corp
Pennsylvania
$271K -$2.77K -11 -1%
HB
465
Homrich & Berg
Georgia
$271K
MC
466
Moors & Cabot
Massachusetts
$269K +$25.2K +100 +12%
ICAS
467
Investors Capital Advisory Services
Massachusetts
$268K +$245K +972 New
GC
468
Grimes & Company
Massachusetts
$267K +$4.04K +16 +2%
RMCM
469
Reynders McVeigh Capital Management
Massachusetts
$267K +$4.54K +18 +2%
BOS
470
Bank of Stockton
California
$265K
GSBTD
471
Glenview State Bank Trust Department
Illinois
$264K
AFP
472
Ausdal Financial Partners
Iowa
$263K
P
473
Pitcairn
Pennsylvania
$261K -$10.6K -42 -4%
LOAMS
474
Lombard Odier Asset Management (Switzerland)
Switzerland
$258K -$822K -3,260 -78%
B
475
Bailard
California
$257K +$235K +932 New

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.