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Public Storage

628 hedge funds and large institutions have $29.3B invested in Public Storage in 2017 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 253 increasing their positions, 213 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 213

5% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 65

0.5% more ownership

Funds ownership: 80.39%80.89% (+0.5%)

1% less funds holding

Funds holding: 632628 (-4)

4% less capital invested

Capital invested by funds: $30.5B → $29.3B (-$1.19B)

37% less call options, than puts

Call options by funds: $68.8M | Put options by funds: $109M

44% less funds holding in top 10

Funds holding in top 10: 1810 (-8)

Holders
628
Holders Change
-4
Holders Change %
-0.63%
% of All Funds
15.66%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.25%
New
68
Increased
253
Reduced
213
Closed
65
Calls
$68.8M
Puts
$109M
Net Calls
-$40.5M
Net Calls Change
-$5.23M
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
51
AllianceBernstein
Tennessee
$89.9M -$663K -3,085 -0.7%
EVM
52
Eaton Vance Management
Massachusetts
$82.2M +$12.7M +59,126 +18%
WHG
53
Westwood Holdings Group
Texas
$81.6M -$1.04M -4,842 -1%
ACM
54
Adelante Capital Management
California
$77.1M -$17.2M -80,181 -18%
AQR Capital Management
55
AQR Capital Management
Connecticut
$74.7M -$2.68M -12,459 -3%
Canada Life
56
Canada Life
Manitoba, Canada
$73.4M +$10.1M +46,877 +15%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$72.9M +$1.85M +8,600 +3%
TA
58
Teachers Advisors
New York
$72.6M -$17.8M -82,998 -19%
Mitsubishi UFJ Trust & Banking
59
Mitsubishi UFJ Trust & Banking
Japan
$70.6M +$1.82M +8,482 +3%
PPA
60
Parametric Portfolio Associates
Washington
$67.5M +$7.49M +34,829 +12%
HSBC Holdings
61
HSBC Holdings
United Kingdom
$66M -$5.35M -24,896 -7%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$65.5M +$1.51M +7,044 +2%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$57.2M -$4.18M -19,421 -7%
SO
64
STRS Ohio
Ohio
$57.1M -$6.94M -32,290 -11%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$56.6M -$362K -1,685 -0.6%
Ohio Public Employees Retirement System (OPERS)
66
Ohio Public Employees Retirement System (OPERS)
Ohio
$55.5M -$9.03K -42 -0%
RJA
67
Raymond James & Associates
Florida
$51.1M +$47.9M +222,849 +1,014%
Neuberger Berman Group
68
Neuberger Berman Group
New York
$51M -$10.4M -48,498 -17%
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$48.6M -$1.48M -6,889 -3%
BNP Paribas Asset Management
70
BNP Paribas Asset Management
France
$45.3M -$1.04M -4,842 -2%
Adage Capital Partners
71
Adage Capital Partners
Massachusetts
$45.1M +$473K +2,200 +1%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$45M +$335K +1,559 +0.7%
Citigroup
73
Citigroup
New York
$44.7M +$9.59M +44,607 +26%
BG
74
Bahl & Gaynor
Ohio
$43.9M -$1.68M -7,806 -4%
SMDAM
75
Sumitomo Mitsui DS Asset Management
Japan
$43M +$1.16M +5,410 +3%

PSA Hedge Fund Activity: Q2 2017 in Review

628 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q2 2017, worth a combined $29.3B — down 3.9% from $30.5B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new PSA positions and 65 closed out — a net gain of 3 holders — while 253 added to existing stakes and 213 trimmed.

The largest buyer was Capital World Investors, adding an estimated $419M. The largest seller was Cohen & Steers, cutting an estimated $462M.

  • 628 institutional investors held Public Storage (PSA) as of Q2 2017, down from 632 in Q1 2017.
  • Funds reported $29.3B of Public Storage stock for Q2 2017, down 3.9% quarter-over-quarter.
  • 68 funds opened new Public Storage positions in Q2 2017 and 65 closed out, a net change of +3 holders.
  • The largest Public Storage buyer in Q2 2017 was Capital World Investors, an estimated $419M added.
  • The largest Public Storage seller in Q2 2017 was Cohen & Steers, an estimated $462M sold.

Based on aggregated 13F filings for Q2 2017.