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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
SAM
451
Summit Asset Management
Tennessee
$440K
WAM
452
Weatherly Asset Management
California
$430K
MBTD
453
Mechanics Bank - Trust Department
California
$429K
ST
454
Spinnaker Trust
Maine
$422K -$257K -1,000 -38%
PP
455
Paloma Partners
Connecticut
$418K -$1.57M -6,121 -79%
AP
456
Appleton Partners
Massachusetts
$414K -$264K -1,027 -39%
MGIA
457
Moneta Group Investment Advisors
Missouri
$413K
IMAS
458
ID Management A/S
Denmark
$409K
BA
459
Bridgewater Associates
Connecticut
$409K +$411K +1,600 New
PAM
460
Private Asset Management
California
$404K
CCA
461
Checchi Capital Advisers
California
$397K +$40.3K +157 +11%
Lido Advisors
462
Lido Advisors
California
$383K +$385K +1,498 New
NAMA
463
Nikko Asset Management Americas
New York
$381K +$77K +300 +25%
WT
464
Washington Trust
Rhode Island
$369K -$16.2K -63 -4%
VanEck Associates
465
VanEck Associates
New York
$369K +$91.1K +355 +33%
NAMP
466
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$367K +$77K +300 +26%
BIM
467
Bridgecreek Investment Management
Oklahoma
$364K
Twin Tree Management
468
Twin Tree Management
Texas
$359K +$360K +1,404 New
SOAMC
469
Spirit of America Management Corp
New York
$358K
CGL
470
Clarius Group LLC
Washington
$354K -$4.62K -18 -1%
MAM
471
Mastrapasqua Asset Management
Tennessee
$351K +$12.8K +50 +4%
FCBT
472
First Citizens Bank & Trust
North Carolina
$344K -$23.9K -93 -6%
MCP
473
Mirador Capital Partners
California
$342K
IR
474
Invictus RG
Bermuda
$327K +$328K +1,278 New
MCM
475
Moore Capital Management
New York
$327K +$328K +1,278 New

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.