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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
EFSCE
576
Enterprise Financial Services Corp (EFSC)
Missouri
$46K -$16.9K -66 -27%
AWM
577
Avior Wealth Management
Nebraska
$38K +$257 +1 +0.7%
DAM
578
Delta Asset Management
Tennessee
$37K
TWA
579
TCI Wealth Advisors
Arizona
$36K +$12.8K +50 +56%
VWM
580
Valley Wealth Managers
New Jersey
$32K +$32.3K +126 New
OAJ
581
Ogorek Anthony Joseph
New York
$31K
PMFA
582
Plante Moran Financial Advisors
Michigan
$30K +$15.9K +62 +115%
AIM
583
Advantage Investment Management
Iowa
$27K
BWP
584
Baldwin Wealth Partners
Massachusetts
$26K
Carson Wealth (CWM LLC)
585
Carson Wealth (CWM LLC)
Nebraska
$26K
LWCFA
586
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$26K
VIA
587
Vantage Investment Advisors
Pennsylvania
$26K
CFA
588
CT Financial Advisors
Pennsylvania
$25.6K
DIA
589
Davidson Investment Advisors
Montana
$25K -$14.1K -55 -35%
GBBWRPM
590
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$25K
ZB
591
Zions Bancorporation
Utah
$23K +$257 +1 +1%
KT
592
Kanaly Trust
Texas
$22K +$2.05K +8 +10%
S
593
SignatureFD
Georgia
$21K
JFGIW
594
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20K
WEC
595
Winslow Evans & Crocker
Massachusetts
$19.2K -$376K -1,464 -95%
PSC
596
Prentiss Smith & Co
Vermont
$19K +$18.7K +73 New
FFC
597
First Financial Corp
Indiana
$18K -$19.3K -75 -52%
TCM
598
TD Capital Management
Tennessee
$15K
WTC
599
WhitTier Trust Company
Nevada
$13K
PFBT
600
Parkside Financial Bank & Trust
Missouri
$12K

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.