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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
SWA
576
Sutton Wealth Advisors
Florida
$10.2K +$9.33K +37 New
PCP
577
Proficio Capital Partners
Massachusetts
$9K -$1.01K -4 -11%
TSU
578
TD Securities (USA)
New York
$9K
CAW
579
Cornerstone Advisors (Washington)
Washington
$8K
TFO
580
Tarbox Family Office
California
$7K -$2.02K -8 -23%
DPA
581
Delphi Private Advisors
California
$6K
FMII
582
Farmers & Merchants Investments Inc
Nebraska
$6K
AssetMark Inc
583
AssetMark Inc
California
$5K -$124K -491 -96%
HIM
584
Hillsdale Investment Management
Ontario, Canada
$3K
HW
585
Hancock Whitney
Mississippi
$3K -$47.4K -188 -2%
LP
586
LMR Partners
United Kingdom
$2.52K +$2.3M +9,137 New
SI
587
Sentry Investments
Ontario, Canada
$2.27K +$159K +630 +8%
JWA
588
JFS Wealth Advisors
Pennsylvania
$1K +$1.01K +4 New
SIM
589
Sonora Investment Management
Arizona
$517 +$505 +2 New
PCM
590
Penserra Capital Management
California
$432 -$1.48M -5,854 -79%
FAF
591
Första AP-fonden
Sweden
-$28.4M -136,400 Closed
IG
592
ING Group
Netherlands
-$11.2M -45,017 Closed
SCM
593
Stevens Capital Management
Pennsylvania
-$10.7M -43,071 Closed
Citadel Advisors
594
Citadel Advisors
Florida
-$8.63M -34,197 Closed
SI
595
Standard Investments
New York
-$7.68M -31,024 Closed
Handelsbanken Fonder
596
Handelsbanken Fonder
Sweden
-$5.47M -22,104 Closed
Loomis, Sayles & Company
597
Loomis, Sayles & Company
Massachusetts
-$2.85M -11,500 Closed
Jane Street
598
Jane Street
New York
-$2.27M -9,159 Closed
SSG
599
Summit Securities Group
New York
-$2.18M -8,800 Closed
LSA
600
L & S Advisors
California
-$1.86M -7,495 Closed

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.