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Public Storage

623 hedge funds and large institutions have $34.8B invested in Public Storage in 2016 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 220 increasing their positions, 223 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 40

6% more funds holding

Funds holding: 589623 (+34)

1% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 223

4% less call options, than puts

Call options by funds: $84.1M | Put options by funds: $87.6M

7% less capital invested

Capital invested by funds: $37.2B → $34.8B (-$2.44B)

6.77% less ownership

Funds ownership: 85.36%78.59% (-6.8%)

23% less funds holding in top 10

Funds holding in top 10: 3023 (-7)

Holders
623
Holders Change
+34
Holders Change %
+5.77%
% of All Funds
16.62%
Holding in Top 10
23
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-23.33%
% of All Funds
0.61%
New
81
Increased
220
Reduced
223
Closed
40
Calls
$84.1M
Puts
$87.6M
Net Calls
-$3.5M
Net Calls Change
-$32.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FNBT
476
FineMark National Bank & Trust
Florida
$319K +$513 +2 +0.2%
FMT
477
First Mercantile Trust
Tennessee
$318K -$96.3K -375 -23%
CCM
478
Catawba Capital Management
Virginia
$317K +$319K +1,241 New
CL
479
CPWM LLC
Washington
$313K -$6.93K -27 -2%
TCOV
480
Trust Company of Vermont
Vermont
$310K
CC
481
Cipher Capital
New York
$308K -$257K -1,000 -45%
DADC
482
D.A. Davidson & Co
Montana
$305K +$37K +144 +14%
SWP
483
Stratos Wealth Partners
Ohio
$304K -$23.1K -90 -7%
OCG
484
Opus Capital Group
Ohio
$304K -$16.7K -65 -5%
PAA
485
Peregrine Asset Advisers
Oregon
$301K
LNC
486
Lincoln National Corp
Pennsylvania
$295K +$43.9K +171 +17%
VFS
487
VSR Financial Services
Kansas
$285K +$50.8K +198 +22%
CCM
488
CrestPoint Capital Management
Missouri
$281K
LWAC
489
Laurel Wealth Advisors (California)
California
$278K +$50.3K +196 +22%
MWM
490
Merriman Wealth Management
Washington
$268K +$270K +1,050 New
PP
491
Prudential plc
United Kingdom
$266K
RMDI
492
R.M. Davis Inc
Maine
$264K +$30.3K +118 +13%
WOC
493
West Oak Capital
California
$259K -$2.57K -10 -1%
AL
494
Aspiriant LLC
California
$257K +$258K +1,006 New
AFG
495
Arkansas Financial Group
Arkansas
$256K
IWMPD
496
Integrated Wealth Management (Palm Desert)
California
$255K -$41.1K -160 -14%
WA
497
WBH Advisory
Maryland
$255K
Jones Financial Companies
498
Jones Financial Companies
Missouri
$246K -$41.1K -160 -14%
RMCM
499
Reynders McVeigh Capital Management
Massachusetts
$246K -$1.28K -5 -0.5%
BOS
500
Bank of Stockton
California
$245K

PSA Hedge Fund Activity: Q2 2016 in Review

623 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q2 2016, worth a combined $34.8B — down 6.5% from $37.2B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new PSA positions and 40 closed out — a net gain of 41 holders — while 220 added to existing stakes and 223 trimmed.

The largest buyer was Janus Henderson Investors US, adding an estimated $143M. The largest seller was Royal London Asset Management, cutting an estimated $2.5B.

  • 623 institutional investors held Public Storage (PSA) as of Q2 2016, up from 589 in Q1 2016.
  • Funds reported $34.8B of Public Storage stock for Q2 2016, down 6.5% quarter-over-quarter.
  • 81 funds opened new Public Storage positions in Q2 2016 and 40 closed out, a net change of +41 holders.
  • The largest Public Storage buyer in Q2 2016 was Janus Henderson Investors US, an estimated $143M added.
  • The largest Public Storage seller in Q2 2016 was Royal London Asset Management, an estimated $2.5B sold.

Based on aggregated 13F filings for Q2 2016.