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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
VNA
526
Valley National Advisers
Pennsylvania
$113K +$107K +504 New
AIS
527
Accurate Investment Solutions
Pennsylvania
$112K
PA
528
Parallel Advisors
California
$112K +$107K +502 New
FIB
529
First Interstate Bank
Montana
$111K -$26.4K -124 -20%
CCA
530
Catalyst Capital Advisors
New York
$107K +$102K +480 New
CFA
531
Carroll Financial Associates
North Carolina
$106K +$12.8K +60 +14%
Carson Wealth (CWM LLC)
532
Carson Wealth (CWM LLC)
Nebraska
$106K +$16K +75 +19%
CFG
533
Citizens Financial Group
Rhode Island
$105K
PAI
534
Pittenger & Anderson Inc
Nebraska
$98K
IDBONY
535
Israel Discount Bank of New York
New York
$95K +$90.4K +425 New
CTC
536
Central Trust Company
Missouri
$93K -$13.8K -65 -14%
SNT
537
Security National Trust
West Virginia
$85K -$10.6K -50 -12%
CT
538
Clearstead Trust
Maine
$83K +$138K +650 New
HRC
539
Hoertkorn Richard Charles
$80K
MA
540
MUFG Americas
New York
$78K -$25.5K -120 -26%
MCM
541
Manchester Capital Management
Vermont
$78K
PVH
542
Psagot Value Holdings
Israel
$78K
HDIM
543
Hanson & Doremus Investment Management
Vermont
$75.8K
CHP
544
Cable Hill Partners
Oregon
$73K
SIG
545
Stanford Investment Group
California
$73K
GAM
546
Gemmer Asset Management
California
$71K +$8.09K +38 +14%
NSB
547
Norway Savings Bank
Maine
$71K +$68.1K +320 New
KTC
548
Kistler-Tiffany Companies
Pennsylvania
$70K
RFM
549
Royal Fund Management
Florida
$70K +$67.7K +318 New
FPFS
550
First Personal Financial Services
North Carolina
$67K +$6.38K +30 +11%

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.