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Public Storage
PSA

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: 509 → 516 (+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: 20 → 20 (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

Top Buyers

1
State Street
State Street
Massachusetts
+$375M
2
Principal Financial Group
Principal Financial Group
Iowa
+$138M
3
JP Morgan Chase
JP Morgan Chase
New York
+$136M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$122M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$90.4M

Top Sellers

1
Invesco
Invesco
Georgia
-$276M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$139M
3
BFA
BlackRock Fund Advisors
California
-$58.4M
4
SAMC
Shinko Asset Management Company
Japan
-$50.9M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$45.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
VF
526
Virtu Financial
New York
– -$853K -4,327 Closed
BFEC
527
Benjamin F. Edwards & Company
Missouri
– -$726K -3,685 Closed
Jacobs Levy Equity Management
528
Jacobs Levy Equity Management
New Jersey
– -$670K -3,400 Closed
ACI
529
Alpha Cubed Investments
California
– -$482K -2,444 Closed
NYLIM
530
New York Life Investment Management
New York
– -$440K -2,234 Closed
N
531
Natixis
France
– -$432K -2,189 Closed
CG
532
Clinton Group
New York
– -$380K -1,930 Closed
CC
533
Cipher Capital
New York
– -$361K -1,830 Closed
CSS
534
Cubist Systematic Strategies
Connecticut
– -$329K -1,667 Closed
EP
535
Edgestream Partners
New Jersey
– -$324K -1,644 Closed
PRCM
536
Pine River Capital Management
Minnesota
– -$312K -1,581 Closed
BOS
537
Bank of Stockton
California
– -$278K -1,410 Closed
Verition Fund Management
538
Verition Fund Management
Connecticut
– -$276K -1,401 Closed
RP
539
Reinhart Partners
Wisconsin
– -$266K -1,350 Closed
CI
540
Capital Innovations
Wisconsin
– -$256K -1,300 Closed
SI
541
Sprott Inc
Ontario, Canada
– -$256K -1,300 Closed
SCM
542
Shelton Capital Management
Colorado
– -$204K -1,035 Closed
P
543
Pitcairn
Pennsylvania
– -$201K -1,022 Closed
FNFDCM
544
Folger Nolan Fleming Douglas Capital Management
District of Columbia
– -$67K -338 Closed
ACM
545
Americafirst Capital Management
California
– -$49.3K -250 Closed
UFA
546
US Financial Advisors
Massachusetts
– -$19.2K -100 Closed
ZB
547
Zions Bancorporation
Utah
– -$16K -80 Closed
WCM
548
Wealthcare Capital Management
Virginia
– -$15K -77 Closed
TRCT
549
Tower Research Capital (TRC)
New York
– -$9K -44 Closed
IPC
550
Independent Portfolio Consultants
Florida
– -$1K -6 Closed
18 19 20 21
22

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.