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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
Lazard Asset Management
176
Lazard Asset Management
New York
$5.91M +$465K +2,424 +8%
IOOF
177
Independent Order of Foresters
Ontario, Canada
$5.89M
PIA
178
Piedmont Investment Advisors
North Carolina
$5.86M +$1.21M +6,302 +25%
Nisa Investment Advisors
179
Nisa Investment Advisors
Missouri
$5.82M -$90.1K -470 -1%
FAF
180
Fjarde Ap-fonden
Sweden
$5.76M -$429K -2,235 -7%
URS
181
Utah Retirement Systems
Utah
$5.75M
PAM
182
Paradigm Asset Management
New York
$5.68M +$57.5K +300 +1%
GCA
183
GSI Capital Advisors
California
$5.55M
Balyasny Asset Management
184
Balyasny Asset Management
Illinois
$5.53M +$5.75M +30,000 New
Royal Bank of Canada
185
Royal Bank of Canada
Ontario, Canada
$5.37M -$2.13M -11,095 -28%
M&T Bank
186
M&T Bank
New York
$5.28M +$714K +3,723 +15%
Citadel Advisors
187
Citadel Advisors
Florida
$5.12M +$4.8M +25,049 +925%
RCAMU
188
Rothschild & Co Asset Management US
Connecticut
$4.85M +$503K +2,623 +11%
AWCI
189
Alpine Woods Capital Investors
New York
$4.84M
IGIM
190
I.G. Investment Management
Manitoba, Canada
$4.81M +$869K +4,533 +21%
FQ
191
First Quadrant
California
$4.75M -$5.81M -30,300 -54%
PDN
192
Pensionfund DSM Netherlands
Netherlands
$4.66M
OPERF
193
Oregon Public Employees Retirement Fund
Oregon
$4.62M +$1.23M +6,400 +34%
PSAMP
194
P. Schoenfeld Asset Management (PSAM)
New York
$4.61M +$4.79M +25,000 New
PI
195
PineBridge Investments
New York
$4.61M +$4.28M +22,336 +841%
DCM
196
Dupont Capital Management
Delaware
$4.54M
Envestnet Asset Management
197
Envestnet Asset Management
Illinois
$4.34M +$133K +691 +3%
CAM
198
Congress Asset Management
Massachusetts
$4.3M -$1.54M -8,040 -26%
Marshall Wace
199
Marshall Wace
United Kingdom
$4.24M +$3.45M +18,004 +361%
State of Tennessee, Department of Treasury
200
State of Tennessee, Department of Treasury
Tennessee
$4.22M -$57.5K -300 -1%

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.