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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
PRS
601
Pinkerton Retirement Specialists
Idaho
$12K +$11.8K +46 New
BIG
602
Bellwether Investment Group
Tennessee
$12K +$12.3K +48 New
CG
603
Cutler Group
California
$10K -$103K -403 -91%
SWA
604
Sutton Wealth Advisors
Florida
$9.46K
ED
605
Exane Derivatives
France
$8.69K -$1.8K -7 -17%
CAW
606
Cornerstone Advisors (Washington)
Washington
$7K
JFA
607
JNBA Financial Advisors
Minnesota
$7K +$6.67K +26 New
CCM
608
Cribstone Capital Management
Maine
$7K +$7.19K +28 New
WP
609
WealthPLAN Partners
Nebraska
$6.53K +$13.3K +52 New
TFO
610
Tarbox Family Office
California
$6K -$770 -3 -11%
DPA
611
Delphi Private Advisors
California
$6K
BL
612
Balentine LLC
Georgia
$6K +$6.42K +25 New
HNB
613
Huntington National Bank
Ohio
$5K -$87K -339 -95%
FMII
614
Farmers & Merchants Investments Inc
Nebraska
$5K
JIR
615
James Investment Research
Ohio
$5K +$5.13K +20 New
HCM
616
Herndon Capital Management
Georgia
$4K +$3.59K +14 New
DBT
617
Dubuque Bank & Trust
Iowa
$4K +$3.85K +15 New
RWA
618
Ropes Wealth Advisors
Massachusetts
$4K +$4.11K +16 New
HIM
619
Hillsdale Investment Management
Ontario, Canada
$3K
Bessemer Group
620
Bessemer Group
New Jersey
$2K -$13.1K -51 -85%
CIM
621
Contravisory Investment Management
Massachusetts
$2K +$1.8K +7 New
BBHC
622
Brown Brothers Harriman & Co
New York
$2K +$2.31K +9 New
SI
623
Sentry Investments
Ontario, Canada
$1.11K -$997K -3,885 -47%
CA
624
Commerzbank Aktiengesellschaft
Germany
$1.1K -$296K -1,155 -21%
CGM
625
Capital Growth Management
Massachusetts
-$50.6M -183,500 Closed

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.