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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
ACI
26
AMP Capital Investors
Australia
$251M -$28.8M -135,298 -11%
Charles Schwab
27
Charles Schwab
California
$250M +$6.56M +30,816 +3%
N
28
Nuveen
North Carolina
$241M -$54.4M -255,571 -19%
Bank of America
29
Bank of America
North Carolina
$234M +$40.1M +188,286 +22%
ACM
30
AEW Capital Management
Massachusetts
$233M -$47.9M -224,900 -18%
Ameriprise
31
Ameriprise
Minnesota
$224M -$217M -1,018,021 -50%
Daiwa Securities Group
32
Daiwa Securities Group
Japan
$217M +$12.1M +56,685 +6%
Legal & General Group
33
Legal & General Group
United Kingdom
$217M -$4.25M -19,988 -2%
SCRM
34
Security Capital Research & Management
Illinois
$206M +$24.6M +115,400 +14%
Norges Bank
35
Norges Bank
Norway
$204M +$18.8M +88,358 +11%
AIM
36
abrdn Investment Management
United Kingdom
$187M +$58.1M +273,051 +48%
Massachusetts Financial Services
37
Massachusetts Financial Services
Massachusetts
$177M +$34.9M +164,135 +26%
UBS AM
38
UBS AM
Illinois
$155M +$12.8M +59,929 +9%
CS
39
Credit Suisse
Switzerland
$145M -$2.59M -12,187 -2%
Asset Management One
40
Asset Management One
Japan
$135M +$46.7M +219,264 +56%
Swiss National Bank
41
Swiss National Bank
Switzerland
$135M -$8.23M -38,700 -6%
TCIM
42
TIAA CREF Investment Management
New York
$135M -$14.5M -67,994 -10%
Russell Investments Group
43
Russell Investments Group
United Kingdom
$128M +$124M +583,370 New
ACM
44
Adelante Capital Management
California
$127M -$7.39M -34,727 -6%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$123M +$5.49M +25,818 +5%
BlackRock
46
BlackRock
New York
$119M -$3.75M -17,645 -3%
JHIU
47
Janus Henderson Investors US
Colorado
$115M -$180M -845,162 -62%
BC
48
Brookfield Corp
Ontario, Canada
$104M +$98.9M +464,660 New
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$101M -$128K -600 -0.1%
AllianceBernstein
50
AllianceBernstein
Tennessee
$96.6M -$11M -51,826 -11%

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.