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Public Storage

482 hedge funds and large institutions have $22.4B invested in Public Storage in 2014 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 176 increasing their positions, 178 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more call options, than puts

Call options by funds: $59.2M | Put options by funds: $24.4M

57% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 28

2% more funds holding

Funds holding: 471482 (+11)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

1% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 178

5% less capital invested

Capital invested by funds: $23.5B → $22.4B (-$1.11B)

1.35% less ownership

Funds ownership: 79.66%78.31% (-1.4%)

Holders
482
Holders Change
+11
Holders Change %
+2.34%
% of All Funds
13.98%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.55%
New
44
Increased
176
Reduced
178
Closed
28
Calls
$59.2M
Puts
$24.4M
Net Calls
+$34.8M
Net Calls Change
-$3.47M
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
76
Parametric Portfolio Associates
Washington
$37.4M +$2.92M +17,004 +8%
State Board of Administration of Florida Retirement System
77
State Board of Administration of Florida Retirement System
Florida
$36.9M -$822K -4,780 -2%
Adage Capital Partners
78
Adage Capital Partners
Massachusetts
$36.5M -$155K -900 -0.4%
MTB
79
Mizuho Trust & Banking
Japan
$36.4M +$70.5K +410 +0.2%
O
80
OppenheimerFunds
New York
$35.9M -$4.14M -24,070 -10%
Franklin Resources
81
Franklin Resources
California
$34.1M -$5.5M -32,000 -13%
PI
82
Putnam Investments
Massachusetts
$31.5M -$5.07M -29,497 -13%
JHIU
83
Janus Henderson Investors US
Colorado
$30.7M +$3.3M +19,200 +12%
AQR Capital Management
84
AQR Capital Management
Connecticut
$29.2M +$2.2M +12,795 +8%
Canada Pension Plan Investment Board
85
Canada Pension Plan Investment Board
Ontario, Canada
$28.9M -$18.9M -110,041 -39%
BJ
86
BlackRock Japan
Japan
$28.3M +$2.35M +13,702 +9%
Arrowstreet Capital
87
Arrowstreet Capital
Massachusetts
$28M +$29M +168,725 New
GC
88
Guggenheim Capital
Illinois
$26.5M +$2.13M +12,408 +8%
Renaissance Technologies
89
Renaissance Technologies
New York
$26.4M +$27.4M +159,234 New
SAM
90
Shell Asset Management
Netherlands
$26.1M +$429K +2,494 +2%
State of Wisconsin Investment Board
91
State of Wisconsin Investment Board
Wisconsin
$25.9M +$241K +1,400 +0.9%
WBC
92
Westpac Banking Corp
Australia
$25.2M -$472K -2,746 -2%
PAMU
93
Pictet Asset Management (UK)
United Kingdom
$24.6M -$1.31M -7,600 -5%
Schroder Investment Management Group
94
Schroder Investment Management Group
United Kingdom
$22.1M +$22.6M +131,600 +9,400%
AAM
95
Aberdeen Asset Management
United Kingdom
$22M -$425K -2,474 -2%
Citigroup
96
Citigroup
New York
$21.9M +$3.19M +18,586 +16%
GMIM
97
General Motors Investment Management
New York
$21.7M -$635K -3,692 -3%
CEP
98
Chicago Equity Partners
Illinois
$21.5M -$13.3M -77,330 -37%
Canada Life
99
Canada Life
Manitoba, Canada
$20.1M +$5.16M +30,016 +33%
PAM
100
Panagora Asset Management
Massachusetts
$19.6M -$8.53M -49,636 -30%

PSA Hedge Fund Activity: Q3 2014 in Review

482 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q3 2014, worth a combined $22.4B — down 4.7% from $23.5B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new PSA positions and 28 closed out — a net gain of 16 holders — while 176 added to existing stakes and 178 trimmed.

The largest buyer was Eaton Vance Management, adding an estimated $58.3M. The largest seller was Norges Bank, cutting an estimated $159M.

  • 482 institutional investors held Public Storage (PSA) as of Q3 2014, up from 471 in Q2 2014.
  • Funds reported $22.4B of Public Storage stock for Q3 2014, down 4.7% quarter-over-quarter.
  • 44 funds opened new Public Storage positions in Q3 2014 and 28 closed out, a net change of +16 holders.
  • The largest Public Storage buyer in Q3 2014 was Eaton Vance Management, an estimated $58.3M added.
  • The largest Public Storage seller in Q3 2014 was Norges Bank, an estimated $159M sold.

Based on aggregated 13F filings for Q3 2014.