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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
ACM
26
AEW Capital Management
Massachusetts
$368M -$12.4M -49,300 -4%
Capital Research Global Investors
27
Capital Research Global Investors
California
$327M -$40.4M -160,000 -12%
Arrowstreet Capital
28
Arrowstreet Capital
Massachusetts
$310M +$91.9M +364,248 +48%
Goldman Sachs
29
Goldman Sachs
New York
$307M -$30.6M -121,247 -10%
Legal & General Group
30
Legal & General Group
United Kingdom
$272M +$2.59M +10,276 +1%
Bank of America
31
Bank of America
North Carolina
$255M -$57.1M -226,440 -20%
Charles Schwab
32
Charles Schwab
California
$250M +$9.99M +39,605 +5%
ACI
33
AMP Capital Investors
Australia
$227M +$3.68M +14,589 +2%
TCIM
34
TIAA CREF Investment Management
New York
$208M -$1.31M -5,192 -0.7%
AllianceBernstein
35
AllianceBernstein
Tennessee
$207M +$251K +994 +0.1%
JHIU
36
Janus Henderson Investors US
Colorado
$203M +$143M +566,594 +336%
Swiss National Bank
37
Swiss National Bank
Switzerland
$186M +$27M +106,900 +18%
UBS AM
38
UBS AM
Illinois
$184M -$52.1M -206,433 -24%
American Century Companies
39
American Century Companies
Missouri
$167M -$115M -456,701 -43%
Neuberger Berman Group
40
Neuberger Berman Group
New York
$167M +$4.61M +18,269 +3%
O
41
OppenheimerFunds
New York
$162M +$4.19M +16,600 +3%
Massachusetts Financial Services
42
Massachusetts Financial Services
Massachusetts
$161M +$5.79M +22,935 +4%
CS
43
Credit Suisse
Switzerland
$159M -$9.21M -36,513 -6%
RFC
44
Russell Frank Company
Washington
$153M -$19.8M -78,469 -12%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$151M +$6.56M +26,009 +5%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$148M +$8.88M +35,191 +7%
Prudential Financial
47
Prudential Financial
New Jersey
$142M +$13.4M +53,233 +12%
Norges Bank
48
Norges Bank
Norway
$133M +$38.7M +153,508 +47%
SCRM
49
Security Capital Research & Management
Illinois
$129M +$2.04M +8,075 +2%
BlackRock
50
BlackRock
New York
$127M -$14.5M -57,673 -11%

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.