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Public Storage
PSA

482 hedge funds and large institutions have $22.4B invested in Public Storage in 2014 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 176 increasing their positions, 178 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more call options, than puts

Call options by funds: $59.2M | Put options by funds: $24.4M

54% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 28

2% more funds holding

Funds holding: 472 → 482 (+10)

0% more funds holding in top 10

Funds holding in top 10: 19 → 19 (0)

1% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 178

5% less capital invested

Capital invested by funds: $23.5B → $22.4B (-$1.11B)

1.35% less ownership

Funds ownership: 79.67% → 78.31% (-1.4%)

Holders
482
Holders Change
+10
Holders Change %
+2.12%
% of All Funds
13.98%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.55%
New
43
Increased
176
Reduced
178
Closed
28
Calls
$59.2M
Puts
$24.4M
Net Calls
+$34.8M
Net Calls Change
-$3.47M

Top Buyers

Rank Fund Capital Flow
1
EVM
Eaton Vance Management
Massachusetts
+$58.3M
2
LIMS
Lasalle Investment Management Securities
Maryland
+$41.7M
3
AAMU
APG Asset Management US
New York
+$37.6M
4
Deutsche Bank
Deutsche Bank
Germany
+$34.6M
5
State Street
State Street
Massachusetts
+$33M

Top Sellers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
-$159M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$150M
3
Ameriprise
Ameriprise
Minnesota
-$130M
4
Cohen & Steers
Cohen & Steers
New York
-$98.3M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$86.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFB
501
Cullen/Frost Bankers
Texas
– -$203K -1,182 Closed
PAA
502
Peregrine Asset Advisers
Oregon
– -$202K -1,177 Closed
MCM
503
McKinley Capital Management
Alaska
– -$174K -1,018 Closed
BRWA
504
B. Riley Wealth Advisors
Florida
– -$171K -1,000 Closed
PAS
505
Partnervest Advisory Services
California
– -$60K -352 Closed
IWC
506
Integrated Wealth Counsel
California
– -$49K -285 Closed
ACM
507
Antonetti Capital Management
Florida
– -$43K -250 Closed
LWM
508
Lenox Wealth Management
Ohio
– -$5K -200 Closed
TWM
509
Torch Wealth Management
Ohio
– -$18K -103 Closed
TAM
510
Tocqueville Asset Management
New York
– -$3K -20 Closed
17 18 19 20
21

PSA Hedge Fund Activity: Q3 2014 in Review

482 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q3 2014, worth a combined $22.4B — down 4.7% from $23.5B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new PSA positions and 28 closed out — a net gain of 15 holders — while 176 added to existing stakes and 178 trimmed.

The largest buyer was Eaton Vance Management, adding an estimated $58.3M. The largest seller was Norges Bank, cutting an estimated $159M.

  • 482 institutional investors held Public Storage (PSA) as of Q3 2014, up from 472 in Q2 2014.
  • Funds reported $22.4B of Public Storage stock for Q3 2014, down 4.7% quarter-over-quarter.
  • 43 funds opened new Public Storage positions in Q3 2014 and 28 closed out, a net change of +15 holders.
  • The largest Public Storage buyer in Q3 2014 was Eaton Vance Management, an estimated $58.3M added.
  • The largest Public Storage seller in Q3 2014 was Norges Bank, an estimated $159M sold.

Based on aggregated 13F filings for Q3 2014.