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Public Storage

516 hedge funds and large institutions have $24.8B invested in Public Storage in 2015 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 188 increasing their positions, 187 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $65M | Put options by funds: $36.4M

36% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 33

1.58% more ownership

Funds ownership: 77.32%78.89% (+1.6%)

1% more funds holding

Funds holding: 509516 (+7)

1% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 187

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

6% less capital invested

Capital invested by funds: $26.3B → $24.8B (-$1.49B)

Holders
516
Holders Change
+7
Holders Change %
+1.38%
% of All Funds
13.9%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.54%
New
45
Increased
188
Reduced
187
Closed
33
Calls
$65M
Puts
$36.4M
Net Calls
+$28.5M
Net Calls Change
-$2.45M
Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
476
Enterprise Financial Services Corp (EFSC)
Missouri
$33K +$21.7K +113 +169%
FANJ
477
Financial Architects (New Jersey)
New Jersey
$32K +$95.9K +500 +481%
MA
478
MUFG Americas
New York
$28K -$20.9K -109 -42%
IMS
479
Index Management Solutions
Pennsylvania
$28K +$18.8K +98 +175%
Manulife (Manufacturers Life Insurance)
480
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$27.2K -$413K -2,151 -1%
DAM
481
Delta Asset Management
Tennessee
$27K
FFC
482
First Financial Corp
Indiana
$27K
AWM
483
Avior Wealth Management
Nebraska
$27K +$384 +2 +1%
IWC
484
Integrated Wealth Counsel
California
$26K
KCM
485
Karp Capital Management
California
$25K
IRS
486
Invictus RG (Singapore)
Singapore
$19K -$114K -595 -85%
VIA
487
Vantage Investment Advisors
Pennsylvania
$19K -$19.4K -101 -50%
CFA
488
CT Financial Advisors
Pennsylvania
$18.4K
LWCFA
489
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$18K
KT
490
Kanaly Trust
Texas
$18K +$16.3K +85 +708%
P
491
Palladiem
Pennsylvania
$18K +$19K +99 New
TWA
492
TCI Wealth Advisors
Arizona
$16K +$575 +3 +3%
ED
493
Exane Derivatives
France
$15.3K
PMFA
494
Plante Moran Financial Advisors
Michigan
$15K
VNA
495
Valley National Advisers
Pennsylvania
$15K
JFGIW
496
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14K -$5.95K -31 -29%
NSIM
497
North Star Investment Management
Illinois
$14K
Parallax Volatility Advisers
498
Parallax Volatility Advisers
California
$13K -$138K -719 -91%
KCPG
499
Kavar Capital Partners Group
Kansas
$13K +$14.4K +75 New
TCM
500
TD Capital Management
Tennessee
$11K +$11.5K +60 New

PSA Hedge Fund Activity: Q2 2015 in Review

516 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q2 2015, worth a combined $24.8B — down 5.7% from $26.3B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new PSA positions and 33 closed out — a net gain of 12 holders — while 188 added to existing stakes and 187 trimmed.

The largest buyer was State Street, adding an estimated $375M. The largest seller was Invesco, cutting an estimated $276M.

  • 516 institutional investors held Public Storage (PSA) as of Q2 2015, up from 509 in Q1 2015.
  • Funds reported $24.8B of Public Storage stock for Q2 2015, down 5.7% quarter-over-quarter.
  • 45 funds opened new Public Storage positions in Q2 2015 and 33 closed out, a net change of +12 holders.
  • The largest Public Storage buyer in Q2 2015 was State Street, an estimated $375M added.
  • The largest Public Storage seller in Q2 2015 was Invesco, an estimated $276M sold.

Based on aggregated 13F filings for Q2 2015.