We are live on ! Find out more
PSA icon

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
CCA
526
Catalyst Capital Advisors
New York
$97K -$605K -2,400 -87%
MCM
527
Manchester Capital Management
Vermont
$97K
PVH
528
Psagot Value Holdings
Israel
$97K
HDIM
529
Hanson & Doremus Investment Management
Vermont
$94K
FHA
530
First Horizon Advisors
Tennessee
$92K +$31K +123 +59%
SIG
531
Stanford Investment Group
California
$90K +$82.2K +326 New
IA
532
IFP Advisors
Florida
$87K -$298K -1,183 -75%
KTC
533
Kistler-Tiffany Companies
Pennsylvania
$86K
GAM
534
Gemmer Asset Management
California
$86K +$8.58K +34 +12%
SSB
535
Sandy Spring Bank
Maryland
$85K +$75.7K +300 +4,286%
VCM
536
Vigilant Capital Management
Maine
$83K
HNB
537
Huntington National Bank
Ohio
$70K +$76.7K +304 +574%
NSIM
538
North Star Investment Management
Illinois
$69K
EFSCE
539
Enterprise Financial Services Corp (EFSC)
Missouri
$68K +$16.6K +66 +37%
NYLT
540
New York Life Trust
New York
$63K +$57.3K +227 New
HIIFS
541
Harel Insurance Investments & Financial Services
Israel
$61K +$17.7K +70 +47%
WT
542
Whittier Trust
California
$60K
CFA
543
Carroll Financial Associates
North Carolina
$58K
FPFS
544
First Personal Financial Services
North Carolina
$55K
ASN
545
Advisory Services Network
Georgia
$53K
IIM
546
Ipswich Investment Management
Massachusetts
$46K +$44.1K +175 New
DIA
547
Davidson Investment Advisors
Montana
$42K -$9.59K -38 -20%
AWM
548
Avior Wealth Management
Nebraska
$41K +$252 +1 +0.7%
FANJ
549
Financial Architects (New Jersey)
New Jersey
$41K +$37.1K +147 New
DAM
550
Delta Asset Management
Tennessee
$40K

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.