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Public Storage

516 hedge funds and large institutions have $24.8B invested in Public Storage in 2015 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 188 increasing their positions, 187 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $65M | Put options by funds: $36.4M

36% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 33

1.58% more ownership

Funds ownership: 77.32%78.89% (+1.6%)

1% more funds holding

Funds holding: 509516 (+7)

1% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 187

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

6% less capital invested

Capital invested by funds: $26.3B → $24.8B (-$1.49B)

Holders
516
Holders Change
+7
Holders Change %
+1.38%
% of All Funds
13.9%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.54%
New
45
Increased
188
Reduced
187
Closed
33
Calls
$65M
Puts
$36.4M
Net Calls
+$28.5M
Net Calls Change
-$2.45M
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
501
WhitTier Trust Company
Nevada
$9K -$8.63K -45 -47%
RA
502
Rational Advisors
New York
$7K
Bessemer Group
503
Bessemer Group
New Jersey
$6K -$1.34K -7 -19%
LWM
504
Lenox Wealth Management
Ohio
$5K
VIA
505
Vident Investment Advisory
Georgia
$5K +$5.18K +27 New
RIA
506
Regal Investment Advisors
Michigan
$5K +$5.75K +30 New
FCCM
507
First City Capital Management
Georgia
$4.98K +$5.18K +27 New
AWS
508
Aris Wealth Services
Pennsylvania
$4K
CAW
509
Cornerstone Advisors (Washington)
Washington
$4K
TFO
510
Tarbox Family Office
California
$4K
FMII
511
Farmers & Merchants Investments Inc
Nebraska
$4K +$3.84K +20 New
GWM
512
Gupta Wealth Management
California
$2K
JWA
513
JFS Wealth Advisors
Pennsylvania
$2K
SSB
514
Sandy Spring Bank
Maryland
$1K -$7.48K -39 -85%
S
515
SignatureFD
Georgia
$1K +$1.34K +7 New
1GA
516
1st Global Advisors
Texas
$879 +$271K +1,414 +42%
SI
517
Sentry Investments
Ontario, Canada
$771 +$413K +2,155 +106%
GMIM
518
General Motors Investment Management
New York
-$26.3M -133,181 Closed
MME
519
Meag Munich Ergo
Germany
-$13.3M -66,974 Closed
B
520
BP
United Kingdom
-$3.15M -16,000 Closed
QIM
521
Quantitative Investment Management
Virginia
-$2.17M -11,000 Closed
NV
522
Nair Vinay
-$1.7M -8,620 Closed
BA
523
Bridgewater Associates
Connecticut
-$1.48M -7,527 Closed
CM
524
Churchill Management
California
-$1.39M -7,043 Closed
Creative Planning
525
Creative Planning
Kansas
-$966K -4,899 Closed

PSA Hedge Fund Activity: Q2 2015 in Review

516 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q2 2015, worth a combined $24.8B — down 5.7% from $26.3B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new PSA positions and 33 closed out — a net gain of 12 holders — while 188 added to existing stakes and 187 trimmed.

The largest buyer was State Street, adding an estimated $375M. The largest seller was Invesco, cutting an estimated $276M.

  • 516 institutional investors held Public Storage (PSA) as of Q2 2015, up from 509 in Q1 2015.
  • Funds reported $24.8B of Public Storage stock for Q2 2015, down 5.7% quarter-over-quarter.
  • 45 funds opened new Public Storage positions in Q2 2015 and 33 closed out, a net change of +12 holders.
  • The largest Public Storage buyer in Q2 2015 was State Street, an estimated $375M added.
  • The largest Public Storage seller in Q2 2015 was Invesco, an estimated $276M sold.

Based on aggregated 13F filings for Q2 2015.