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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
Schroder Investment Management Group
101
Schroder Investment Management Group
United Kingdom
$29.1M +$7.99M +37,528 +41%
State of Wisconsin Investment Board
102
State of Wisconsin Investment Board
Wisconsin
$28.8M -$3.08M -14,453 -10%
Franklin Resources
103
Franklin Resources
California
$28.7M -$5.79M -27,194 -17%
Chevy Chase Trust
104
Chevy Chase Trust
Maryland
$27.9M +$41.1K +193 +0.2%
State of Tennessee, Department of Treasury
105
State of Tennessee, Department of Treasury
Tennessee
$27.1M -$7.01M -32,924 -21%
VRS
106
Virginia Retirement Systems
Virginia
$26.5M -$2.55M -12,000 -9%
OCM
107
Osterweis Capital Management
California
$25.9M +$5.97M +28,044 +32%
Nomura Asset Management
108
Nomura Asset Management
Japan
$25.9M +$789K +3,706 +3%
SMDAM
109
Sumitomo Mitsui DS Asset Management
Japan
$24.5M +$17.8M +83,644 +324%
National Pension Service
110
National Pension Service
South Korea
$24.4M +$1.97M +9,250 +9%
NFA
111
Nationwide Fund Advisors
Ohio
$24.1M +$7.96M +37,390 +53%
DL
112
Delta Lloyd
Netherlands
$23.7M -$1.49M -7,009 -6%
BA
113
BlackRock Advisors
Delaware
$23.6M +$19.9M +93,566 +781%
DSA
114
Davis Selected Advisers
Arizona
$23.2M +$408K +1,918 +2%
Los Angeles Capital Management
115
Los Angeles Capital Management
California
$23M +$1.55M +7,295 +8%
Jacobs Levy Equity Management
116
Jacobs Levy Equity Management
New Jersey
$22.6M -$9.4M -44,160 -30%
UBS Group
117
UBS Group
Switzerland
$22.4M +$1.59M +7,492 +8%
FT
118
Fiduciary Trust
Massachusetts
$22.3M -$1.41M -6,609 -6%
Aviva
119
Aviva
United Kingdom
$21.3M +$283K +1,330 +1%
PR
120
Payden & Rygel
California
$20.6M
USAA
121
United Services Automobile Association
Texas
$20.4M -$17.7K -83 -0.1%
Barclays
122
Barclays
United Kingdom
$20.1M +$9.43M +44,300 +97%
CCMH
123
Cornerstone Capital Management Holdings
New York
$19.9M -$5.52M -25,951 -23%
MLICM
124
Metropolitan Life Insurance Company (MetLife)
New York
$19.9M -$345K -1,619 -2%
PAMU
125
Pictet Asset Management (UK)
United Kingdom
$19.2M -$6.22M -29,250 -25%

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.