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Public Storage
PSA

Overview Fund Activity

523 hedge funds and large institutions have $24.5B invested in Public Storage in 2014 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 185 increasing their positions, 179 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
523
Holders Change
+42
Holders Change %
+8.73%
% of All Funds
13.96%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.53%
New
76
Increased
185
Reduced
179
Closed
26
Calls
$71.2M
Puts
$21.6M
Net Calls
+$49.6M
Net Calls Change
+$14.8M

Top Buyers

1
BFA
BlackRock Fund Advisors
California
$787M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$107M
3
Vanguard Group
Vanguard Group
Pennsylvania
$3.55B
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$58.6M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$731M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$892M
2
Deutsche Bank
Deutsche Bank
Germany
$239M
3
Capital Research Global Investors
Capital Research Global Investors
California
$360M
4
Invesco
Invesco
Georgia
$900M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$959M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWCFA
501
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$18K – – –
UFA
502
US Financial Advisors
Massachusetts
$18K +$18K +100 New
TWA
503
TCI Wealth Advisors
Arizona
$16K – – –
PMFA
504
Plante Moran Financial Advisors
Michigan
$15K – – –
EFSCE
505
Enterprise Financial Services Corp (EFSC)
Missouri
$12K -$11.5K -64 -49%
VNA
506
Valley National Advisers
Pennsylvania
$12K +$12K +81 New
RA
507
Rational Advisors
New York
$11K +$11K +60 New
ST
508
Spot Trading
Illinois
$8K -$832K -4,262 -99%
FPFS
509
First Personal Financial Services
North Carolina
$7K +$7K +41 New
IMS
510
Index Management Solutions
Pennsylvania
$6K -$15.3K -89 -72%
JFA
511
JNBA Financial Advisors
Minnesota
$6K – – –
LWM
512
Lenox Wealth Management
Ohio
$5K +$5K +200 New
TFO
513
Tarbox Family Office
California
$4K -$952 -5 -19%
CAW
514
Cornerstone Advisors (Washington)
Washington
$4K – – –
PI
515
PineBridge Investments
New York
$4K +$4K +24 New
ECM
516
Exchange Capital Management
Michigan
$3K +$3K +14 New
BPBT
517
Boston Private Bank & Trust
Massachusetts
$3K +$3K +15 New
Bessemer Group
518
Bessemer Group
New Jersey
$2K -$2K -9 -50%
KT
519
Kanaly Trust
Texas
$2K – – –
MFS
520
MSI Financial Services
Massachusetts
$1K -$1.14K -8 -53%
JWA
521
JFS Wealth Advisors
Pennsylvania
$1K – – –
TFA
522
Transamerica Financial Advisors
Florida
$1K – – –
RC
523
RegentAtlantic Capital
New Jersey
$330 +$330 +2 New
BRWA
524
B. Riley Wealth Advisors
Florida
$182 +$182 +982 New
NFA
525
Nationwide Fund Advisors
Ohio
– -$14.9M -89,833 Closed
18 19 20
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