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Public Storage

482 hedge funds and large institutions have $22.4B invested in Public Storage in 2014 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 176 increasing their positions, 178 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more call options, than puts

Call options by funds: $59.2M | Put options by funds: $24.4M

57% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 28

2% more funds holding

Funds holding: 471482 (+11)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

1% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 178

5% less capital invested

Capital invested by funds: $23.5B → $22.4B (-$1.11B)

1.35% less ownership

Funds ownership: 79.66%78.31% (-1.4%)

Holders
482
Holders Change
+11
Holders Change %
+2.34%
% of All Funds
13.98%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.55%
New
44
Increased
176
Reduced
178
Closed
28
Calls
$59.2M
Puts
$24.4M
Net Calls
+$34.8M
Net Calls Change
-$3.47M
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
201
Lazard Asset Management
New York
$3.94M +$1.51M +8,777 +59%
MSA
202
Mason Street Advisors
Wisconsin
$3.94M -$2.23K -13 -0.1%
LFFS
203
La Francaise Forum Securities
Connecticut
$3.92M -$1.11M -6,430 -21%
RJA
204
Raymond James & Associates
Florida
$3.77M +$3.91M +22,723 New
LPL Financial
205
LPL Financial
California
$3.72M +$464K +2,700 +14%
TRSOTSOK
206
Teachers Retirement System of the State of Kentucky
Kentucky
$3.61M
AMI
207
Amica Mutual Insurance
Rhode Island
$3.6M +$563K +3,275 +18%
BFM
208
Boston Financial Management
Massachusetts
$3.53M +$68.2K +397 +2%
ECA
209
Endeavour Capital Advisors
Connecticut
$3.52M
LS
210
Livforsakringsbolaget Skandia
Sweden
$3.49M
Janus Henderson Group
211
Janus Henderson Group
United Kingdom
$3.43M
WAM
212
World Asset Management
Michigan
$3.39M -$284K -1,650 -7%
LCM
213
Logan Capital Management
Pennsylvania
$3.34M -$50K -291 -1%
AAM
214
Azzad Asset Management
Virginia
$3.33M +$250K +1,456 +8%
CIBC Asset Management
215
CIBC Asset Management
Ontario, Canada
$3.21M -$5.84K -34 -0.2%
AA
216
ALPS Advisors
Colorado
$3.16M -$214K -1,244 -6%
OPERF
217
Oregon Public Employees Retirement Fund
Oregon
$3.06M +$17.2K +100 +0.5%
PIP
218
Perennial Investment Partners
Australia
$2.99M -$1.87M -10,891 -38%
CNB
219
City National Bank
California
$2.88M -$40.2K -234 -1%
GIA
220
Gateway Investment Advisers
Ohio
$2.85M -$9.11K -53 -0.3%
PIA
221
Piedmont Investment Advisors
North Carolina
$2.8M +$784K +4,563 +37%
PSUF
222
People's United Financial
Connecticut
$2.68M +$490K +2,850 +21%
ALA
223
Atherton Lane Advisers
California
$2.63M +$341K +1,984 +14%
MOACM
224
Mutual of America Capital Management
New York
$2.58M +$43.7K +254 +2%
Capital Fund Management (CFM)
225
Capital Fund Management (CFM)
France
$2.51M +$2.6M +15,127 New

PSA Hedge Fund Activity: Q3 2014 in Review

482 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q3 2014, worth a combined $22.4B — down 4.7% from $23.5B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new PSA positions and 28 closed out — a net gain of 16 holders — while 176 added to existing stakes and 178 trimmed.

The largest buyer was Eaton Vance Management, adding an estimated $58.3M. The largest seller was Norges Bank, cutting an estimated $159M.

  • 482 institutional investors held Public Storage (PSA) as of Q3 2014, up from 471 in Q2 2014.
  • Funds reported $22.4B of Public Storage stock for Q3 2014, down 4.7% quarter-over-quarter.
  • 44 funds opened new Public Storage positions in Q3 2014 and 28 closed out, a net change of +16 holders.
  • The largest Public Storage buyer in Q3 2014 was Eaton Vance Management, an estimated $58.3M added.
  • The largest Public Storage seller in Q3 2014 was Norges Bank, an estimated $159M sold.

Based on aggregated 13F filings for Q3 2014.