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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
TDC
551
Thompson Davis & Co
Virginia
$109K -$143K -559 -57%
WTB
552
Washington Trust Bank
Washington
$107K +$7.44K +29 +7%
CFA
553
Carroll Financial Associates
North Carolina
$95K +$41.1K +160 +75%
CLOS
554
Compagnie Lombard Odier SCmA
Switzerland
$92K +$92.4K +360 New
HRC
555
Hoertkorn Richard Charles
$91K
MCM
556
Manchester Capital Management
Vermont
$89K
PVH
557
Psagot Value Holdings
Israel
$89K
HDIM
558
Hanson & Doremus Investment Management
Vermont
$87K
CHP
559
Cable Hill Partners
Oregon
$84K +$84.2K +328 New
SIG
560
Stanford Investment Group
California
$83K
GAM
561
Gemmer Asset Management
California
$83K +$2.57K +10 +3%
VCM
562
Vigilant Capital Management
Maine
$83K +$5.9K +23 +8%
FHA
563
First Horizon Advisors
Tennessee
$80K -$5.13K -20 -6%
KTC
564
Kistler-Tiffany Companies
Pennsylvania
$80K
ASN
565
Advisory Services Network
Georgia
$76K +$27K +105 +55%
CCMW
566
Cypress Capital Management (Wyoming)
Wyoming
$75.7K +$76K +296 New
SBL
567
Sargent Bickham Lagudis
Colorado
$73K -$30.3K -118 -29%
Northwestern Mutual Wealth Management
568
Northwestern Mutual Wealth Management
Wisconsin
$72K -$78K -304 -52%
NSIM
569
North Star Investment Management
Illinois
$69K +$5.13K +20 +8%
FPFS
570
First Personal Financial Services
North Carolina
$69K +$17.7K +69 +35%
NYLT
571
New York Life Trust
New York
$66K +$7.96K +31 +14%
RFA
572
Reilly Financial Advisors
California
$58K +$58.8K +229 New
HIIFS
573
Harel Insurance Investments & Financial Services
Israel
$56K
WT
574
Whittier Trust
California
$55K
SSB
575
Sandy Spring Bank
Maryland
$53K -$25.7K -100 -33%

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.