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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
SFS
551
Sowell Financial Services
Arkansas
$62K +$60.6K +285 New
WA
552
WFG Advisors
Texas
$61K -$53.2K -250 -48%
TDC
553
Thompson Davis & Co
Virginia
$61K -$5.75K -27 -9%
NSIM
554
North Star Investment Management
Illinois
$60K
IWM
555
IHT Wealth Management
Illinois
$60K +$57K +268 New
Bessemer Group
556
Bessemer Group
New Jersey
$57K +$41.1K +193 +316%
VCM
557
Vigilant Capital Management
Maine
$54K -$12.8K -60 -20%
FHA
558
First Horizon Advisors
Tennessee
$53K
RFA
559
Reilly Financial Advisors
California
$52K +$213 +1 +0.4%
MIC
560
MU Investments Company
Japan
$51K -$27.7K -130 -36%
HFM
561
Harvest Fund Management
China
$51K +$48.3K +227 New
WT
562
Whittier Trust
California
$48K
MWM
563
Mascoma Wealth Management
New Hampshire
$45K +$42.6K +200 New
EFSCE
564
Enterprise Financial Services Corp (EFSC)
Missouri
$40K
OFW
565
Omnia Family Wealth
Florida
$39K +$37.5K +176 New
ZB
566
Zions Bancorporation
Utah
$36K -$10.9K -51 -24%
AWM
567
Avior Wealth Management
Nebraska
$36K +$2.55K +12 +8%
CFD
568
Creative Financial Designs
Indiana
$36K +$34.7K +163 New
CCMW
569
Cypress Capital Management (Wyoming)
Wyoming
$34.9K -$29.8K -140 -47%
GEA
570
Glen Eagle Advisors
New Jersey
$32.6K +$31.1K +146 New
DAM
571
Delta Asset Management
Tennessee
$31K -$851 -4 -3%
AIM
572
Advantage Investment Management
Iowa
$28K
OAJ
573
Ogorek Anthony Joseph
New York
$28K
VWM
574
Valley Wealth Managers
New Jersey
$28K
PMFA
575
Plante Moran Financial Advisors
Michigan
$26K +$13.4K +63 +117%

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.