We are live on ! Find out more
PSA icon

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
PAIA
476
Park Avenue Institutional Advisers
New York
$256K -$8.07K -32 -3%
VFS
477
VSR Financial Services
Kansas
$253K +$231K +917 New
RMDI
478
R.M. Davis Inc
Maine
$252K
Truist Financial
479
Truist Financial
North Carolina
$251K -$143K -567 -38%
AW
480
Alpha Windward
Massachusetts
$251K -$12.6K -50 -5%
BMO
481
Beck Mack & Oliver
New York
$248K
SC
482
Savant Capital
Illinois
$248K +$227K +900 New
LWAC
483
Laurel Wealth Advisors (California)
California
$246K -$20.2K -80 -8%
DT
484
Diversified Trust
Tennessee
$241K
WA1
485
Wimmer Associates 1
California
$241K +$221K +875 New
NIMI
486
Natixis Investment Managers International
France
$236K -$359K -1,425 -63%
NFG
487
Next Financial Group
Texas
$236K +$14.4K +57 +7%
MCM
488
Maryland Capital Management
Maryland
$234K
BCM
489
Brookstone Capital Management
Illinois
$232K +$212K +842 New
JIP
490
Jaffetilchin Investment Partners
Florida
$225K
RCM
491
Reynolds Capital Management
Nevada
$221K +$202K +800 New
LFG
492
LifePlan Financial Group
Ohio
$215K +$196K +778 New
SGAM
493
Steinberg Global Asset Management
Florida
$215K +$197K +780 New
LCM
494
Leisure Capital Management
California
$210K +$192K +760 New
SGA
495
Strategic Global Advisors
California
$207K +$190K +752 New
JMPWA
496
JP Morgan Private Wealth Advisors
California
$205K +$187K +743 New
RFC
497
Regions Financial Corp
Alabama
$203K -$67.1K -266 -27%
PTC
498
Private Trust Company
Ohio
$203K +$186K +738 New
Tudor Investment Corp
499
Tudor Investment Corp
Connecticut
$201K -$478K -1,895 -72%
WAM
500
Wealthspire Advisors (Maryland)
Maryland
$193K +$135K +535 +322%

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.