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Public Storage

589 hedge funds and large institutions have $37.2B invested in Public Storage in 2016 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 225 increasing their positions, 209 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 36

37% more call options, than puts

Call options by funds: $107M | Put options by funds: $78.3M

15% more funds holding in top 10

Funds holding in top 10: 2630 (+4)

9% more capital invested

Capital invested by funds: $34.1B → $37.2B (+$3.18B)

5.61% more ownership

Funds ownership: 79.75%85.36% (+5.6%)

4% more funds holding

Funds holding: 564589 (+25)

8% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 209

Holders
589
Holders Change
+25
Holders Change %
+4.43%
% of All Funds
15.69%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.8%
New
64
Increased
225
Reduced
209
Closed
36
Calls
$107M
Puts
$78.3M
Net Calls
+$28.7M
Net Calls Change
-$28.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
76
Securian Asset Management
Minnesota
$61.7M -$7.29M -28,899 -11%
Adage Capital Partners
77
Adage Capital Partners
Massachusetts
$60.7M -$151K -600 -0.3%
NIPH
78
NN Investment Partners Holdings
Netherlands
$57M +$52.2M +206,809 New
GC
79
Guggenheim Capital
Illinois
$55.8M -$5.43M -21,526 -10%
EVM
80
Eaton Vance Management
Massachusetts
$54M +$16.6M +65,925 +51%
Robeco Institutional Asset Management
81
Robeco Institutional Asset Management
Netherlands
$53.6M +$19.7M +78,048 +67%
Canada Life
82
Canada Life
Manitoba, Canada
$53.3M +$3.92M +15,559 +9%
BJ
83
BlackRock Japan
Japan
$53.2M +$605K +2,399 +1%
TG
84
TCW Group
California
$52.6M -$11.5M -45,476 -19%
Franklin Resources
85
Franklin Resources
California
$52M -$580K -2,300 -1%
CGM
86
Capital Growth Management
Massachusetts
$50.6M +$46.3M +183,500 New
First Trust Advisors
87
First Trust Advisors
Illinois
$49.6M -$2.01M -7,955 -4%
State of Tennessee, Department of Treasury
88
State of Tennessee, Department of Treasury
Tennessee
$49.4M +$10.8M +42,617 +31%
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$48.1M -$124K -491 -0.3%
WBC
90
Westpac Banking Corp
Australia
$45.2M -$3.97M -15,723 -9%
UBS Group
91
UBS Group
Switzerland
$43.8M -$2.96M -11,730 -7%
TIAAOA
92
Teachers Insurance & Annuity Association of America
New York
$43.1M -$203K -804 -0.5%
State of Wisconsin Investment Board
93
State of Wisconsin Investment Board
Wisconsin
$41.7M -$1.06M -4,200 -3%
Manulife (Manufacturers Life Insurance)
94
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$41.6M -$655K -2,597 -2%
BCM
95
Bridgeway Capital Management
Texas
$40.4M +$36.6M +145,200 +13,200%
BG
96
Bahl & Gaynor
Ohio
$39.8M -$33.3M -131,938 -48%
Barclays
97
Barclays
United Kingdom
$39M -$31.7M -125,790 -47%
Canada Pension Plan Investment Board
98
Canada Pension Plan Investment Board
Ontario, Canada
$38.1M +$30.3M +120,147 +663%
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$37.3M +$4.44M +17,587 +15%
RCM
100
Riverhead Capital Management
Delaware
$36.2M -$6.31M -25,006 -16%

PSA Hedge Fund Activity: Q1 2016 in Review

589 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q1 2016, worth a combined $37.2B — up 9.3% from $34.1B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new PSA positions and 36 closed out — a net gain of 28 holders — while 225 added to existing stakes and 209 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $2.45B. The largest seller was Cohen & Steers, cutting an estimated $466M.

  • 589 institutional investors held Public Storage (PSA) as of Q1 2016, up from 564 in Q4 2015.
  • Funds reported $37.2B of Public Storage stock for Q1 2016, up 9.3% quarter-over-quarter.
  • 64 funds opened new Public Storage positions in Q1 2016 and 36 closed out, a net change of +28 holders.
  • The largest Public Storage buyer in Q1 2016 was Royal London Asset Management, an estimated $2.45B added.
  • The largest Public Storage seller in Q1 2016 was Cohen & Steers, an estimated $466M sold.

Based on aggregated 13F filings for Q1 2016.