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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
Simplex Trading
651
Simplex Trading
Illinois
-$608K -2,855 Closed
GIM
652
Groesbeck Investment Management
New Jersey
-$599K -2,685 Closed
ZIM
653
Zacks Investment Management
Illinois
-$581K -2,604 Closed
ARTA
654
A.R.T. Advisors
New York
-$557K -2,500 Closed
MCM
655
Moore Capital Management
New York
-$527K -2,363 Closed
CG
656
Caprock Group
Idaho
-$523K -2,345 Closed
PFPT
657
Pinnacle Financial Partners (Tennessee)
Tennessee
-$575K -2,290 Closed
FBFS
658
First Business Financial Services
Wisconsin
-$491K -2,199 Closed
Mackenzie Financial
659
Mackenzie Financial
Ontario, Canada
-$448K -2,008 Closed
BA
660
Boston Advisors
Massachusetts
-$394K -1,765 Closed
BJL
661
Brighton Jones LLC
Washington
-$320K -1,432 Closed
HFS
662
HL Financial Services
Kentucky
-$303K -1,356 Closed
IR
663
Invictus RG
Bermuda
-$254K -1,139 Closed
Parallax Volatility Advisers
664
Parallax Volatility Advisers
California
-$242K -1,138 Closed
Mariner
665
Mariner
Kansas
-$239K -1,073 Closed
PP
666
Prudential plc
United Kingdom
-$232K -1,040 Closed
RMDI
667
R.M. Davis Inc
Maine
-$230K -1,032 Closed
AL
668
Aspiriant LLC
California
-$224K -1,006 Closed
SGAM
669
Steinberg Global Asset Management
Florida
-$221K -990 Closed
AP
670
Appleton Partners
Massachusetts
-$220K -985 Closed
Truist Financial
671
Truist Financial
North Carolina
-$208K -932 Closed
FWM
672
Focused Wealth Management
New York
-$202K -906 Closed
BMO
673
Beck Mack & Oliver
New York
-$201K -900 Closed
PHK
674
Point72 Hong Kong
Hong Kong
-$134K -600 Closed
S
675
SignatureFD
Georgia
-$90K -405 Closed

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.