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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
SC
526
Savant Capital
Illinois
$207K -$23.1K -90 -10%
NI
527
Numeric Investors
Massachusetts
$204K +$205K +800 New
MIC
528
MU Investments Company
Japan
$203K -$190K -740 -48%
MC
529
Muzinich & Co
New York
$202K -$454K -1,769 -69%
Brown Advisory
530
Brown Advisory
Maryland
$200K +$201K +782 New
FANJ
531
Financial Architects (New Jersey)
New Jersey
$188K +$150K +586 +399%
WAM
532
Wealthspire Advisors (Maryland)
Maryland
$178K -$770 -3 -0.4%
AF
533
Allworth Financial
California
$175K -$257 -1 -0.1%
CTC
534
Central Trust Company
Missouri
$174K
RP
535
Rowlandmiller & Partners
Georgia
$172K
BAM
536
Barrett Asset Management
New York
$166K
FIB
537
First Interstate Bank
Montana
$159K
MA
538
MUFG Americas
New York
$158K
BCP
539
Blue Chip Partners
Michigan
$152K +$1.03K +4 +0.7%
CAL
540
Capital Advisors Ltd
Ohio
$142K +$37.2K +145 +35%
GLI
541
Guardian Life Insurance
New York
$140K +$770 +3 +0.6%
MFW
542
Mosaic Family Wealth
Missouri
$134K
WA
543
WFG Advisors
Texas
$133K +$770 +3 +0.6%
AIS
544
Accurate Investment Solutions
Pennsylvania
$128K
VFA
545
Virtus Fund Advisers
Connecticut
$128K
GXMC
546
Global X Management Company
New York
$128K +$24.4K +95 +23%
QCG
547
Quadrant Capital Group
Ohio
$127K +$1.54K +6 +1%
CFG
548
Citizens Financial Group
Rhode Island
$120K
PAI
549
Pittenger & Anderson Inc
Nebraska
$112K
SNT
550
Security National Trust
West Virginia
$110K -$12.8K -50 -10%

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.