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Public Storage

623 hedge funds and large institutions have $34.8B invested in Public Storage in 2016 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 220 increasing their positions, 223 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 40

6% more funds holding

Funds holding: 589623 (+34)

1% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 223

4% less call options, than puts

Call options by funds: $84.1M | Put options by funds: $87.6M

7% less capital invested

Capital invested by funds: $37.2B → $34.8B (-$2.44B)

6.77% less ownership

Funds ownership: 85.36%78.59% (-6.8%)

23% less funds holding in top 10

Funds holding in top 10: 3023 (-7)

Holders
623
Holders Change
+34
Holders Change %
+5.77%
% of All Funds
16.62%
Holding in Top 10
23
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-23.33%
% of All Funds
0.61%
New
81
Increased
220
Reduced
223
Closed
40
Calls
$84.1M
Puts
$87.6M
Net Calls
-$3.5M
Net Calls Change
-$32.2M
Name Holding Trade Value Shares
Change
Change in
Stake
GSBTD
501
Glenview State Bank Trust Department
Illinois
$244K
GC
502
Grimes & Company
Massachusetts
$243K -$4.11K -16 -2%
KIA
503
KCM Investment Advisors
California
$242K +$243K +948 New
B
504
Bailard
California
$241K +$2.57K +10 +1%
P
505
Pitcairn
Pennsylvania
$239K -$2.82K -11 -1%
LOAMS
506
Lombard Odier Asset Management (Switzerland)
Switzerland
$239K
PAIA
507
Park Avenue Institutional Advisers
New York
$237K
ATC
508
Argent Trust Co
Tennessee
$237K +$238K +927 New
Balyasny Asset Management
509
Balyasny Asset Management
Illinois
$233K +$234K +910 New
BMO
510
Beck Mack & Oliver
New York
$230K
FWM
511
Focused Wealth Management
New York
$230K +$231K +900 New
PP
512
Pegasus Partners
Wisconsin
$230K +$231K +900 New
AFP
513
Ausdal Financial Partners
Iowa
$228K -$15.4K -60 -6%
WA1
514
Wimmer Associates 1
California
$224K
DT
515
Diversified Trust
Tennessee
$223K
Truist Financial
516
Truist Financial
North Carolina
$222K -$10.3K -40 -4%
NFG
517
Next Financial Group
Texas
$218K -$513 -2 -0.2%
MCM
518
Maryland Capital Management
Maryland
$217K
BCM
519
Brookstone Capital Management
Illinois
$215K
AW
520
Alpha Windward
Massachusetts
$214K -$18.7K -73 -8%
JIP
521
Jaffetilchin Investment Partners
Florida
$213K +$4.36K +17 +2%
Fisher Asset Management
522
Fisher Asset Management
Washington
$213K +$214K +832 New
PFA
523
Pure Financial Advisors
California
$209K +$209K +816 New
Jennison Associates
524
Jennison Associates
New York
$209K +$210K +819 New
Toronto Dominion Bank
525
Toronto Dominion Bank
Ontario, Canada
$207K -$86.2K -336 -29%

PSA Hedge Fund Activity: Q2 2016 in Review

623 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q2 2016, worth a combined $34.8B — down 6.5% from $37.2B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new PSA positions and 40 closed out — a net gain of 41 holders — while 220 added to existing stakes and 223 trimmed.

The largest buyer was Janus Henderson Investors US, adding an estimated $143M. The largest seller was Royal London Asset Management, cutting an estimated $2.5B.

  • 623 institutional investors held Public Storage (PSA) as of Q2 2016, up from 589 in Q1 2016.
  • Funds reported $34.8B of Public Storage stock for Q2 2016, down 6.5% quarter-over-quarter.
  • 81 funds opened new Public Storage positions in Q2 2016 and 40 closed out, a net change of +41 holders.
  • The largest Public Storage buyer in Q2 2016 was Janus Henderson Investors US, an estimated $143M added.
  • The largest Public Storage seller in Q2 2016 was Royal London Asset Management, an estimated $2.5B sold.

Based on aggregated 13F filings for Q2 2016.