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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
PAM
451
Private Asset Management
California
$353K
MAM
452
Mastrapasqua Asset Management
Tennessee
$348K +$9.57K +45 +3%
WT
453
Washington Trust
Rhode Island
$335K
MCP
454
Mirador Capital Partners
California
$327K
ACA
455
Anchor Capital Advisors
Massachusetts
$320K +$304K +1,430 New
BIM
456
Bridgecreek Investment Management
Oklahoma
$318K
NAMA
457
Nikko Asset Management Americas
New York
$313K -$21.3K -100 -7%
CGL
458
Clarius Group LLC
Washington
$310K
LNC
459
Lincoln National Corp
Pennsylvania
$307K +$48.3K +227 +20%
ICM
460
IronBridge Capital Management
Illinois
$306K +$292K +1,370 New
CBU
461
CIBC Bank USA
Illinois
$304K -$120K -565 -29%
O
462
OppenheimerFunds
New York
$302K +$45.3K +213 +19%
AF
463
Arrow Financial
New York
$297K -$357K -1,678 -56%
DZ Bank
464
DZ Bank
Germany
$292K +$282K +1,323 New
FM
465
Forward Management
California
$290K -$222K -1,043 -45%
CCM
466
Catawba Capital Management
Virginia
$277K
SBL
467
Sargent Bickham Lagudis
Colorado
$266K +$165K +776 +187%
LWAC
468
Laurel Wealth Advisors (California)
California
$265K -$21.1K -99 -8%
SWP
469
Stratos Wealth Partners
Ohio
$265K +$252K +1,186 New
PAA
470
Peregrine Asset Advisers
Oregon
$263K
IWMPD
471
Integrated Wealth Management (Palm Desert)
California
$263K +$10.9K +51 +5%
TCOV
472
Trust Company of Vermont
Vermont
$260K -$4.68K -22 -2%
BHWM
473
Bar Harbor Wealth Management
New Hampshire
$259K +$247K +1,161 New
Brown Advisory
474
Brown Advisory
Maryland
$258K +$245K +1,153 New
WPP
475
Whalerock Point Partners
Rhode Island
$257K -$4.26K -20 -2%

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.