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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
FFC
551
First Financial Corp
Indiana
$40K
Royal London Asset Management
552
Royal London Asset Management
United Kingdom
$35K +$2.45B +9,726,313 +18,523%
OAJ
553
Ogorek Anthony Joseph
New York
$34K
UFA
554
US Financial Advisors
Massachusetts
$34K +$6.05K +24 +24%
LWCFA
555
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28K
VIA
556
Vantage Investment Advisors
Pennsylvania
$28K
BWP
557
Baldwin Wealth Partners
Massachusetts
$28K +$25.2K +100 New
Carson Wealth (CWM LLC)
558
Carson Wealth (CWM LLC)
Nebraska
$28K +$25.2K +100 New
CFA
559
CT Financial Advisors
Pennsylvania
$27.6K
AIM
560
Advantage Investment Management
Iowa
$27K
GBBWRPM
561
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$27K
TWA
562
TCI Wealth Advisors
Arizona
$25K
KT
563
Kanaly Trust
Texas
$22K -$1.01K -4 -5%
ZB
564
Zions Bancorporation
Utah
$22K
S
565
SignatureFD
Georgia
$22K +$15.1K +60 +286%
JFGIW
566
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21K -$4.79K -19 -20%
TCM
567
TD Capital Management
Tennessee
$17K
Bessemer Group
568
Bessemer Group
New Jersey
$16K +$7.57K +30 +100%
JG
569
Jefferies Group
New York
$15K -$443K -1,758 -97%
PMFA
570
Plante Moran Financial Advisors
Michigan
$15K -$1.51K -6 -10%
WTC
571
WhitTier Trust Company
Nevada
$14K
PFBT
572
Parkside Financial Bank & Trust
Missouri
$12K +$4.79K +19 +70%
ED
573
Exane Derivatives
France
$11.3K +$252 +1 +3%
SGAM
574
Smith Group Asset Management
Texas
$11K +$10.1K +40 New
WA
575
Winfield Associates
Ohio
$11K +$10.1K +40 New

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.