Public Storage
459 hedge funds and large institutions have $21.6B invested in Public Storage in 2013 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 149 increasing their positions, 192 reducing their positions, and 27 closing their positions.
70% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 27
14% more funds holding in top 10
Funds holding in top 10: 21 → 24 (+3)
3% more funds holding
Funds holding: 444 → 459 (+15)
8% more call options, than puts
Call options by funds: $64.6M | Put options by funds: $59.9M
5% more capital invested
Capital invested by funds: $20.6B → $21.6B (+$1.03B)
0.5% more ownership
Funds ownership: 77.94% → 78.44% (+0.5%)
22% less repeat investments, than reductions
Existing positions increased: 149 | Existing positions reduced: 192
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
+$83.8M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$66.9M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$61.6M |
| 4 |
CGM
Capital Growth Management
Boston,
Massachusetts
|
+$54.7M |
| 5 |
Goldman Sachs
New York
|
+$54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$79.5M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$61.3M |
| 3 |
JP Morgan Chase
New York
|
-$37.9M |
| 4 |
Two Sigma Investments
New York
|
-$35.2M |
| 5 |
Daiwa Securities Group
Tokyo,
Japan
|
-$28.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ST
476
Spot Trading
Chicago,
Illinois
| – | -$510K | -3,325 | Closed |
|
477
Jane Street
New York
| – | -$291K | -1,900 | Closed |
|
|
ANTB
478
AMG National Trust Bank
Greenwood Village,
Colorado
| – | -$228K | -1,486 | Closed |
|
479
Verition Fund Management
Greenwich,
Connecticut
| – | -$201K | -1,308 | Closed |
|
480
Parallax Volatility Advisers
San Francisco,
California
| – | -$171K | -1,078 | Closed |
|
|
LBIM
481
Land & Buildings Investment Management
Stamford,
Connecticut
| – | -$153K | -1,000 | Closed |
|
|
TC
482
TradeLink Capital
Chicago,
Illinois
| – | -$77K | -500 | Closed |
|
|
TSWM
483
Triangle Securities Wealth Management
Raleigh,
North Carolina
| – | -$44K | -289 | Closed |
|
|
PSC
484
Prentiss Smith & Co
Brattleboro,
Vermont
| – | -$38K | -250 | Closed |
|
|
HRIA
485
Haberer Registered Investment Advisor
Cincinnati,
Ohio
| – | -$16K | -103 | Closed |
|
|
SF
486
Synovus Financial
Columbus,
Georgia
| – | -$10K | -62 | Closed |
|
PSA Hedge Fund Activity: Q3 2013 in Review
459 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q3 2013, worth a combined $21.6B — up 5% from $20.6B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new PSA positions and 27 closed out — a net gain of 19 holders — while 149 added to existing stakes and 192 trimmed.
The largest buyer was OppenheimerFunds, adding an estimated $83.8M. The largest seller was Fidelity Investments, cutting an estimated $79.5M.
- 459 institutional investors held Public Storage (PSA) as of Q3 2013, up from 444 in Q2 2013.
- Funds reported $21.6B of Public Storage stock for Q3 2013, up 5% quarter-over-quarter.
- 46 funds opened new Public Storage positions in Q3 2013 and 27 closed out, a net change of +19 holders.
- The largest Public Storage buyer in Q3 2013 was OppenheimerFunds, an estimated $83.8M added.
- The largest Public Storage seller in Q3 2013 was Fidelity Investments, an estimated $79.5M sold.
Based on aggregated 13F filings for Q3 2013.