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Public Storage

589 hedge funds and large institutions have $37.2B invested in Public Storage in 2016 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 225 increasing their positions, 209 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 36

37% more call options, than puts

Call options by funds: $107M | Put options by funds: $78.3M

15% more funds holding in top 10

Funds holding in top 10: 2630 (+4)

9% more capital invested

Capital invested by funds: $34.1B → $37.2B (+$3.18B)

5.61% more ownership

Funds ownership: 79.75%85.36% (+5.6%)

4% more funds holding

Funds holding: 564589 (+25)

8% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 209

Holders
589
Holders Change
+25
Holders Change %
+4.43%
% of All Funds
15.69%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.8%
New
64
Increased
225
Reduced
209
Closed
36
Calls
$107M
Puts
$78.3M
Net Calls
+$28.7M
Net Calls Change
-$28.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
501
Allworth Financial
California
$189K +$757 +3 +0.4%
CTC
502
Central Trust Company
Missouri
$187K
RP
503
Rowlandmiller & Partners
Georgia
$186K
BAM
504
Barrett Asset Management
New York
$179K
FIB
505
First Interstate Bank
Montana
$171K
MA
506
MUFG Americas
New York
$171K +$27.2K +108 +21%
BCP
507
Blue Chip Partners
Michigan
$163K -$49.9K -198 -25%
Northwestern Mutual Wealth Management
508
Northwestern Mutual Wealth Management
Wisconsin
$162K +$57.8K +229 +64%
GLI
509
Guardian Life Insurance
New York
$150K -$38.6K -153 -22%
WA
510
WFG Advisors
Texas
$143K +$252 +1 +0.2%
MFW
511
Mosaic Family Wealth
Missouri
$143K +$2.02K +8 +2%
VFA
512
Virtus Fund Advisers
Connecticut
$139K
AIS
513
Accurate Investment Solutions
Pennsylvania
$138K
QCG
514
Quadrant Capital Group
Ohio
$137K +$10.6K +42 +9%
SNT
515
Security National Trust
West Virginia
$132K -$12.6K -50 -9%
CFG
516
Citizens Financial Group
Rhode Island
$129K -$6.05K -24 -5%
CFA
517
Camarda Financial Advisors
Florida
$123K +$113K +446 New
CG
518
Cutler Group
California
$122K +$112K +443 New
PAI
519
Pittenger & Anderson Inc
Nebraska
$121K
CAL
520
Capital Advisors Ltd
Ohio
$113K
GXMC
521
Global X Management Company
New York
$112K +$24.2K +96 +31%
SBL
522
Sargent Bickham Lagudis
Colorado
$111K +$102K +403 New
ST
523
Smithfield Trust
Pennsylvania
$110K -$5.04K -20 -5%
WTB
524
Washington Trust Bank
Washington
$108K
HRC
525
Hoertkorn Richard Charles
$99K

PSA Hedge Fund Activity: Q1 2016 in Review

589 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q1 2016, worth a combined $37.2B — up 9.3% from $34.1B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new PSA positions and 36 closed out — a net gain of 28 holders — while 225 added to existing stakes and 209 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $2.45B. The largest seller was Cohen & Steers, cutting an estimated $466M.

  • 589 institutional investors held Public Storage (PSA) as of Q1 2016, up from 564 in Q4 2015.
  • Funds reported $37.2B of Public Storage stock for Q1 2016, up 9.3% quarter-over-quarter.
  • 64 funds opened new Public Storage positions in Q1 2016 and 36 closed out, a net change of +28 holders.
  • The largest Public Storage buyer in Q1 2016 was Royal London Asset Management, an estimated $2.45B added.
  • The largest Public Storage seller in Q1 2016 was Cohen & Steers, an estimated $466M sold.

Based on aggregated 13F filings for Q1 2016.