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Public Storage

459 hedge funds and large institutions have $21.6B invested in Public Storage in 2013 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 149 increasing their positions, 192 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 27

14% more funds holding in top 10

Funds holding in top 10: 2124 (+3)

3% more funds holding

Funds holding: 444459 (+15)

8% more call options, than puts

Call options by funds: $64.6M | Put options by funds: $59.9M

5% more capital invested

Capital invested by funds: $20.6B → $21.6B (+$1.03B)

0.5% more ownership

Funds ownership: 77.94%78.44% (+0.5%)

22% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 192

Holders
459
Holders Change
+15
Holders Change %
+3.38%
% of All Funds
14.88%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.78%
New
46
Increased
149
Reduced
192
Closed
27
Calls
$64.6M
Puts
$59.9M
Net Calls
+$4.71M
Net Calls Change
+$7.13M
Name Holding Trade Value Shares
Change
Change in
Stake
MLICM
101
Metropolitan Life Insurance Company (MetLife)
New York
$19.6M -$171K -1,079 -0.9%
GC
102
Guggenheim Capital
Illinois
$19.4M -$1.75M -11,017 -8%
NFA
103
Nationwide Fund Advisors
Ohio
$19M -$15.2M -95,791 -45%
Robeco Institutional Asset Management
104
Robeco Institutional Asset Management
Netherlands
$18.4M -$384K -2,426 -2%
CEP
105
Chicago Equity Partners
Illinois
$18.2M -$450K -2,840 -2%
ECM
106
EII Capital Management
New York
$18.2M -$6.02M -38,000 -25%
ERSOT
107
Employees Retirement System of Texas
Texas
$17.9M -$478K -3,020 -3%
Credit Agricole
108
Credit Agricole
France
$17.7M +$17.5M +110,472 New
BNP Paribas Financial Markets
109
BNP Paribas Financial Markets
France
$17.4M +$9.11M +57,490 +113%
ProShare Advisors
110
ProShare Advisors
Maryland
$17.3M -$2.14M -13,502 -11%
Chevy Chase Trust
111
Chevy Chase Trust
Maryland
$16.7M +$404K +2,549 +3%
DL
112
Delta Lloyd
Netherlands
$16.6M +$1.05M +6,600 +7%
Caisse de Depot et Placement du Quebec (CDPQ)
113
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$16.2M -$2.74M -17,300 -15%
FT
114
Fiduciary Trust
Massachusetts
$16M -$1.2M -7,561 -7%
Aviva
115
Aviva
United Kingdom
$15.5M +$830K +5,239 +6%
KBC Group
116
KBC Group
Belgium
$15M +$493K +3,113 +3%
U
117
UBS
Switzerland
$14.3M -$211K -1,335 -1%
First Trust Advisors
118
First Trust Advisors
Illinois
$14.2M -$7.72M -48,742 -35%
SG Americas Securities
119
SG Americas Securities
New York
$14.1M +$1.42M +8,968 +11%
NTCOC
120
Northern Trust Company of Connecticut
Connecticut
$13.9M
SAM
121
Shell Asset Management
Netherlands
$13.8M +$57.7K +364 +0.4%
Retirement Systems of Alabama
122
Retirement Systems of Alabama
Alabama
$13.8M +$114K +717 +0.8%
BCIM
123
British Columbia Investment Management
British Columbia, Canada
$13.7M +$978K +6,175 +8%
SOADOR
124
State of Alaska Department of Revenue
Alaska
$13.7M +$2.73M +17,260 +25%
Thrivent Financial for Lutherans
125
Thrivent Financial for Lutherans
Minnesota
$13.7M -$5.16M -32,600 -28%

PSA Hedge Fund Activity: Q3 2013 in Review

459 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q3 2013, worth a combined $21.6B — up 5% from $20.6B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new PSA positions and 27 closed out — a net gain of 19 holders — while 149 added to existing stakes and 192 trimmed.

The largest buyer was OppenheimerFunds, adding an estimated $83.8M. The largest seller was Fidelity Investments, cutting an estimated $79.5M.

  • 459 institutional investors held Public Storage (PSA) as of Q3 2013, up from 444 in Q2 2013.
  • Funds reported $21.6B of Public Storage stock for Q3 2013, up 5% quarter-over-quarter.
  • 46 funds opened new Public Storage positions in Q3 2013 and 27 closed out, a net change of +19 holders.
  • The largest Public Storage buyer in Q3 2013 was OppenheimerFunds, an estimated $83.8M added.
  • The largest Public Storage seller in Q3 2013 was Fidelity Investments, an estimated $79.5M sold.

Based on aggregated 13F filings for Q3 2013.