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Public Storage

621 hedge funds and large institutions have $30.7B invested in Public Storage in 2016 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 224 increasing their positions, 214 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 60

4% more funds holding

Funds holding: 596621 (+25)

5% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 214

1% more capital invested

Capital invested by funds: $30.3B → $30.7B (+$431M)

0.51% more ownership

Funds ownership: 78.77%79.28% (+0.51%)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

47% less call options, than puts

Call options by funds: $74.4M | Put options by funds: $139M

Holders
621
Holders Change
+25
Holders Change %
+4.19%
% of All Funds
15.53%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.42%
New
96
Increased
224
Reduced
214
Closed
60
Calls
$74.4M
Puts
$139M
Net Calls
-$64.9M
Net Calls Change
-$27.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
476
Shelton Capital Management
Colorado
$254K -$128K -600 -35%
ACP
477
Aveo Capital Partners
Colorado
$254K +$242K +1,138 New
BCP
478
Blue Chip Partners
Michigan
$252K +$112K +527 +88%
WA
479
WESPAC Advisors
California
$251K -$5.53K -26 -2%
OCG
480
Opus Capital Group
Ohio
$250K -$8.51K -40 -3%
GAM
481
Gotham Asset Management
New York
$248K +$236K +1,110 New
CCM
482
CrestPoint Capital Management
Missouri
$246K -$106K -500 -31%
WA
483
WBH Advisory
Maryland
$243K +$9.15K +43 +4%
CL
484
CPWM LLC
Washington
$241K -$22.8K -107 -9%
LFG
485
LifePlan Financial Group
Ohio
$241K +$230K +1,079 New
BFA
486
Bragg Financial Advisors
North Carolina
$239K +$228K +1,070 New
B
487
Bailard
California
$237K -$111K -520 -33%
PCFFS
488
Pacific Center for Financial Services
California
$235K +$224K +1,053 New
WOC
489
West Oak Capital
California
$234K
CFMC
490
Curbstone Financial Management Corp
New Hampshire
$226K -$215K -1,012 -50%
Walleye Trading
491
Walleye Trading
New York
$226K +$215K +1,009 New
AFG
492
Arkansas Financial Group
Arkansas
$224K
OMCS
493
Old Mutual Customised Solutions
South Africa
$224K +$213K +1,000 New
KCM
494
Kornitzer Capital Management
Kansas
$223K +$10.6K +50 +5%
ICOA
495
Investment Centers of America
North Dakota
$222K +$16K +75 +8%
P
496
Pitcairn
Pennsylvania
$220K +$5.32K +25 +3%
MIFH
497
Migdal Insurance & Financial Holdings
Israel
$217K +$209K +983 New
BOS
498
Bank of Stockton
California
$215K
GSBTD
499
Glenview State Bank Trust Department
Illinois
$214K
WPA
500
West Paces Advisors
Georgia
$213K +$203K +955 New

PSA Hedge Fund Activity: Q4 2016 in Review

621 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q4 2016, worth a combined $30.7B — up 1.4% from $30.3B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new PSA positions and 60 closed out — a net gain of 36 holders — while 224 added to existing stakes and 214 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $285M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $244M sold.

  • 621 institutional investors held Public Storage (PSA) as of Q4 2016, up from 596 in Q3 2016.
  • Funds reported $30.7B of Public Storage stock for Q4 2016, up 1.4% quarter-over-quarter.
  • 96 funds opened new Public Storage positions in Q4 2016 and 60 closed out, a net change of +36 holders.
  • The largest Public Storage buyer in Q4 2016 was Wellington Management Group, an estimated $285M added.
  • The largest Public Storage seller in Q4 2016 was Arrowstreet Capital, an estimated $244M sold.

Based on aggregated 13F filings for Q4 2016.