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Public Storage

621 hedge funds and large institutions have $30.7B invested in Public Storage in 2016 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 224 increasing their positions, 214 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 60

4% more funds holding

Funds holding: 596621 (+25)

5% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 214

1% more capital invested

Capital invested by funds: $30.3B → $30.7B (+$431M)

0.51% more ownership

Funds ownership: 78.77%79.28% (+0.51%)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

47% less call options, than puts

Call options by funds: $74.4M | Put options by funds: $139M

Holders
621
Holders Change
+25
Holders Change %
+4.19%
% of All Funds
15.53%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.42%
New
96
Increased
224
Reduced
214
Closed
60
Calls
$74.4M
Puts
$139M
Net Calls
-$64.9M
Net Calls Change
-$27.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
501
Grimes & Company
Massachusetts
$213K
FNBT
502
FineMark National Bank & Trust
Florida
$212K -$10.6K -50 -5%
BTS
503
BB&T Securities
Virginia
$206K +$196K +920 New
AW
504
Alpha Windward
Massachusetts
$204K +$14.9K +70 +8%
MCM
505
Maryland Capital Management
Maryland
$201K
GXMC
506
Global X Management Company
New York
$194K -$2.77K -13 -1%
CAM
507
Columbia Asset Management
Michigan
$194K +$185K +870 New
Northwestern Mutual Wealth Management
508
Northwestern Mutual Wealth Management
Wisconsin
$189K +$180K +848 New
Fuller & Thaler Asset Management
509
Fuller & Thaler Asset Management
California
$179K
FMT
510
First Mercantile Trust
Tennessee
$178K -$45.3K -213 -21%
MFW
511
Mosaic Family Wealth
Missouri
$172K
ST
512
Smithfield Trust
Pennsylvania
$167K +$159K +749 New
Robeco Institutional Asset Management
513
Robeco Institutional Asset Management
Netherlands
$162K -$6.38M -29,980 -98%
CCS
514
Crosspoint Capital Strategies
California
$161K +$154K +722 New
WAM
515
Wealthspire Advisors (Maryland)
Maryland
$160K +$7.24K +34 +5%
DADC
516
D.A. Davidson & Co
Montana
$159K -$80.9K -380 -35%
AF
517
Allworth Financial
California
$153K
RP
518
Rowlandmiller & Partners
Georgia
$150K
BAM
519
Barrett Asset Management
New York
$145K
SSB
520
Sandy Spring Bank
Maryland
$138K +$86.8K +408 +197%
QCG
521
Quadrant Capital Group
Ohio
$134K +$23.8K +112 +22%
GLI
522
Guardian Life Insurance
New York
$128K +$4.89K +23 +4%
CAL
523
Capital Advisors Ltd
Ohio
$124K
CLOS
524
Compagnie Lombard Odier SCmA
Switzerland
$120K +$37.5K +176 +49%
WTB
525
Washington Trust Bank
Washington
$119K -$1.28K -6 -1%

PSA Hedge Fund Activity: Q4 2016 in Review

621 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q4 2016, worth a combined $30.7B — up 1.4% from $30.3B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new PSA positions and 60 closed out — a net gain of 36 holders — while 224 added to existing stakes and 214 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $285M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $244M sold.

  • 621 institutional investors held Public Storage (PSA) as of Q4 2016, up from 596 in Q3 2016.
  • Funds reported $30.7B of Public Storage stock for Q4 2016, up 1.4% quarter-over-quarter.
  • 96 funds opened new Public Storage positions in Q4 2016 and 60 closed out, a net change of +36 holders.
  • The largest Public Storage buyer in Q4 2016 was Wellington Management Group, an estimated $285M added.
  • The largest Public Storage seller in Q4 2016 was Arrowstreet Capital, an estimated $244M sold.

Based on aggregated 13F filings for Q4 2016.