We are live on ! Find out more
PSA icon

Public Storage

482 hedge funds and large institutions have $22.4B invested in Public Storage in 2014 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 176 increasing their positions, 178 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more call options, than puts

Call options by funds: $59.2M | Put options by funds: $24.4M

57% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 28

2% more funds holding

Funds holding: 471482 (+11)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

1% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 178

5% less capital invested

Capital invested by funds: $23.5B → $22.4B (-$1.11B)

1.35% less ownership

Funds ownership: 79.66%78.31% (-1.4%)

Holders
482
Holders Change
+11
Holders Change %
+2.34%
% of All Funds
13.98%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.55%
New
44
Increased
176
Reduced
178
Closed
28
Calls
$59.2M
Puts
$24.4M
Net Calls
+$34.8M
Net Calls Change
-$3.47M
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$208M +$9.67M +56,272 +5%
Principal Financial Group
27
Principal Financial Group
Iowa
$205M -$3.14M -18,290 -1%
JP Morgan Chase
28
JP Morgan Chase
New York
$193M -$3.77M -21,919 -2%
EVM
29
Eaton Vance Management
Massachusetts
$174M +$58.3M +339,003 +48%
Norges Bank
30
Norges Bank
Norway
$153M -$159M -922,242 -50%
Prudential Financial
31
Prudential Financial
New Jersey
$148M -$7.69M -44,725 -5%
DPIM
32
Duff & Phelps Investment Management
Illinois
$145M +$2.11M +12,270 +1%
UBS AM
33
UBS AM
Illinois
$141M -$863K -5,021 -0.6%
Legal & General Group
34
Legal & General Group
United Kingdom
$140M +$4.19M +24,398 +3%
TCIM
35
TIAA CREF Investment Management
New York
$136M -$21.5M -125,220 -13%
Goldman Sachs
36
Goldman Sachs
New York
$131M -$10.3M -60,072 -7%
TA
37
Teachers Advisors
New York
$120M -$3.56M -20,716 -3%
SCRM
38
Security Capital Research & Management
Illinois
$115M -$861K -5,009 -0.7%
Ameriprise
39
Ameriprise
Minnesota
$115M -$130M -759,281 -52%
PIM
40
Perkins Investment Management
Illinois
$109M -$92.3K -537 -0.1%
Charles Schwab
41
Charles Schwab
California
$99.7M -$1.1M -6,393 -1%
CS
42
Credit Suisse
Switzerland
$96.4M -$2.64M -15,370 -3%
Neuberger Berman Group
43
Neuberger Berman Group
New York
$94.3M -$19.3M -112,189 -16%
RFC
44
Russell Frank Company
Washington
$91M +$17.4M +101,357 +23%
MAA
45
Managed Account Advisors
New Jersey
$85.9M +$14.5M +84,576 +20%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$82.8M +$1.17M +6,799 +1%
ACM
47
Adelante Capital Management
California
$82.5M -$325K -1,890 -0.4%
TG
48
TCW Group
California
$78.7M +$27.6M +160,404 +51%
American Century Companies
49
American Century Companies
Missouri
$77.7M +$32.8M +191,121 +69%
BlackRock
50
BlackRock
New York
$75.7M -$2.75M -16,016 -3%

PSA Hedge Fund Activity: Q3 2014 in Review

482 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q3 2014, worth a combined $22.4B — down 4.7% from $23.5B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new PSA positions and 28 closed out — a net gain of 16 holders — while 176 added to existing stakes and 178 trimmed.

The largest buyer was Eaton Vance Management, adding an estimated $58.3M. The largest seller was Norges Bank, cutting an estimated $159M.

  • 482 institutional investors held Public Storage (PSA) as of Q3 2014, up from 471 in Q2 2014.
  • Funds reported $22.4B of Public Storage stock for Q3 2014, down 4.7% quarter-over-quarter.
  • 44 funds opened new Public Storage positions in Q3 2014 and 28 closed out, a net change of +16 holders.
  • The largest Public Storage buyer in Q3 2014 was Eaton Vance Management, an estimated $58.3M added.
  • The largest Public Storage seller in Q3 2014 was Norges Bank, an estimated $159M sold.

Based on aggregated 13F filings for Q3 2014.