Public Storage
545 hedge funds and large institutions have $28.7B invested in Public Storage in 2015 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 198 increasing their positions, 175 reducing their positions, and 42 closing their positions.
225% more call options, than puts
Call options by funds: $82.4M | Put options by funds: $25.3M
69% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 42
16% more capital invested
Capital invested by funds: $24.8B → $28.7B (+$3.88B)
13% more repeat investments, than reductions
Existing positions increased: 198 | Existing positions reduced: 175
10% more funds holding in top 10
Funds holding in top 10: 20 → 22 (+2)
5% more funds holding
Funds holding: 517 → 545 (+28)
0.51% more ownership
Funds ownership: 78.9% → 79.41% (+0.51%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$172M |
| 2 |
Cohen & Steers
New York
|
+$138M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$116M |
| 4 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
+$75.4M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$68.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$161M |
| 2 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
-$100M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$68.2M |
| 4 |
Morgan Stanley
New York
|
-$60M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$48.9M |
PSA Hedge Fund Activity: Q3 2015 in Review
545 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q3 2015, worth a combined $28.7B — up 16% from $24.8B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new PSA positions and 42 closed out — a net gain of 29 holders — while 198 added to existing stakes and 175 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $172M. The largest seller was Eaton Vance Management, cutting an estimated $161M.
- 545 institutional investors held Public Storage (PSA) as of Q3 2015, up from 517 in Q2 2015.
- Funds reported $28.7B of Public Storage stock for Q3 2015, up 16% quarter-over-quarter.
- 71 funds opened new Public Storage positions in Q3 2015 and 42 closed out, a net change of +29 holders.
- The largest Public Storage buyer in Q3 2015 was Fidelity Investments, an estimated $172M added.
- The largest Public Storage seller in Q3 2015 was Eaton Vance Management, an estimated $161M sold.
Based on aggregated 13F filings for Q3 2015.