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Public Storage

516 hedge funds and large institutions have $24.8B invested in Public Storage in 2015 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 188 increasing their positions, 187 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $65M | Put options by funds: $36.4M

36% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 33

1.58% more ownership

Funds ownership: 77.32%78.89% (+1.6%)

1% more funds holding

Funds holding: 509516 (+7)

1% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 187

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

6% less capital invested

Capital invested by funds: $26.3B → $24.8B (-$1.49B)

Holders
516
Holders Change
+7
Holders Change %
+1.38%
% of All Funds
13.9%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.54%
New
45
Increased
188
Reduced
187
Closed
33
Calls
$65M
Puts
$36.4M
Net Calls
+$28.5M
Net Calls Change
-$2.45M
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
126
Millennium Management
New York
$13.5M +$7.39M +38,512 +110%
USAA
127
United Services Automobile Association
Texas
$13.2M +$507K +2,644 +4%
PI
128
Putnam Investments
Massachusetts
$13.2M -$20M -104,295 -59%
SOADOR
129
State of Alaska Department of Revenue
Alaska
$12.6M +$1.3M +6,790 +11%
VOYA Investment Management
130
VOYA Investment Management
Georgia
$12.5M +$581K +3,030 +5%
BCIM
131
British Columbia Investment Management
British Columbia, Canada
$12.5M -$1.34M -6,981 -9%
National Pension Service
132
National Pension Service
South Korea
$12.4M +$1.84M +9,609 +17%
AG
133
Aperio Group
California
$12.2M +$4.21M +21,946 +50%
Thrivent Financial for Lutherans
134
Thrivent Financial for Lutherans
Minnesota
$12.1M +$524K +2,730 +4%
CC
135
Curian Capital
Colorado
$11.5M +$276K +1,440 +2%
Robeco Institutional Asset Management
136
Robeco Institutional Asset Management
Netherlands
$11.2M +$2.45M +12,774 +27%
AIG
137
American International Group
New York
$10.9M -$139K -725 -1%
TSU
138
TD Securities (USA)
New York
$10.8M +$1.28M +6,672 +13%
Natixis Advisors
139
Natixis Advisors
Massachusetts
$10.6M -$773K -4,028 -7%
SOMRS
140
State of Michigan Retirement System
Michigan
$10.4M +$57.5K +300 +0.5%
Credit Agricole
141
Credit Agricole
France
$10.2M -$2.77M -14,437 -21%
AAMU
142
Amundi Asset Management US
Massachusetts
$9.84M -$1.15M -6,006 -10%
Korea Investment Corp
143
Korea Investment Corp
South Korea
$9.81M
TPSF
144
Texas Permanent School Fund
Texas
$9.75M -$282K -1,469 -3%
OTPPB
145
Ontario Teachers' Pension Plan Board
Ontario, Canada
$9.61M +$912K +4,755 +10%
Public Sector Pension Investment Board (PSP Investments)
146
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9.22M -$57.5K -300 -0.6%
SCM
147
Symons Capital Management
Pennsylvania
$8.96M +$9.32M +48,588 New
CCA
148
Catalyst Capital Advisors
New York
$8.94M +$1.63M +8,500 +21%
NMERB
149
New Mexico Educational Retirement Board
New Mexico
$8.82M -$288K -1,500 -3%
1832 Asset Management
150
1832 Asset Management
Ontario, Canada
$8.78M +$1.04M +5,400 +13%

PSA Hedge Fund Activity: Q2 2015 in Review

516 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q2 2015, worth a combined $24.8B — down 5.7% from $26.3B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new PSA positions and 33 closed out — a net gain of 12 holders — while 188 added to existing stakes and 187 trimmed.

The largest buyer was State Street, adding an estimated $375M. The largest seller was Invesco, cutting an estimated $276M.

  • 516 institutional investors held Public Storage (PSA) as of Q2 2015, up from 509 in Q1 2015.
  • Funds reported $24.8B of Public Storage stock for Q2 2015, down 5.7% quarter-over-quarter.
  • 45 funds opened new Public Storage positions in Q2 2015 and 33 closed out, a net change of +12 holders.
  • The largest Public Storage buyer in Q2 2015 was State Street, an estimated $375M added.
  • The largest Public Storage seller in Q2 2015 was Invesco, an estimated $276M sold.

Based on aggregated 13F filings for Q2 2015.