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Public Storage

623 hedge funds and large institutions have $34.8B invested in Public Storage in 2016 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 220 increasing their positions, 223 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 40

6% more funds holding

Funds holding: 589623 (+34)

1% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 223

4% less call options, than puts

Call options by funds: $84.1M | Put options by funds: $87.6M

7% less capital invested

Capital invested by funds: $37.2B → $34.8B (-$2.44B)

6.77% less ownership

Funds ownership: 85.36%78.59% (-6.8%)

23% less funds holding in top 10

Funds holding in top 10: 3023 (-7)

Holders
623
Holders Change
+34
Holders Change %
+5.77%
% of All Funds
16.62%
Holding in Top 10
23
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-23.33%
% of All Funds
0.61%
New
81
Increased
220
Reduced
223
Closed
40
Calls
$84.1M
Puts
$87.6M
Net Calls
-$3.5M
Net Calls Change
-$32.2M
Name Holding Trade Value Shares
Change
Change in
Stake
IOOF
201
Independent Order of Foresters
Ontario, Canada
$7.64M
CIBC Asset Management
202
CIBC Asset Management
Ontario, Canada
$7.42M -$1.26M -4,921 -14%
M&T Bank
203
M&T Bank
New York
$7.39M -$578K -2,253 -7%
MLM
204
Mount Lucas Management
Pennsylvania
$7.26M -$75.7K -295 -1%
Public Sector Pension Investment Board (PSP Investments)
205
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.14M +$1.08M +4,200 +18%
Zurich Cantonal Bank
206
Zurich Cantonal Bank
Switzerland
$6.96M +$570K +2,221 +9%
DekaBank Deutsche Girozentrale
207
DekaBank Deutsche Girozentrale
Germany
$6.88M -$1.9M -7,420 -21%
CMBA
208
C.M. Bidwell & Associates
Hawaii
$6.82M -$308K -1,200 -4%
BNP Paribas Asset Management
209
BNP Paribas Asset Management
France
$6.62M -$10.5M -40,775 -61%
IGIM
210
I.G. Investment Management
Manitoba, Canada
$6.61M +$493K +1,921 +8%
AWCI
211
Alpine Woods Capital Investors
New York
$6.42M +$6.42K +25 +0.1%
RCM
212
Riverhead Capital Management
Delaware
$6.36M -$10.8M -41,967 -32%
AAM
213
Advisors Asset Management
Colorado
$6.15M +$1.9M +7,395 +44%
Fifth Third Bancorp
214
Fifth Third Bancorp
Ohio
$6.13M +$386K +1,502 +7%
Connor, Clark & Lunn Investment Management (CC&L)
215
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.02M +$6.04M +23,550 New
CCMG
216
Clark Capital Management Group
Pennsylvania
$5.95M +$552K +2,151 +10%
TAF
217
Tredje AP-fonden
Sweden
$5.71M +$1.96M +7,631 +52%
Fidelity International
218
Fidelity International
Bermuda
$5.52M -$96.3K -375 -2%
Janus Henderson Group
219
Janus Henderson Group
United Kingdom
$5.45M -$1.58M -6,150 -22%
CAM
220
Congress Asset Management
Massachusetts
$5.42M -$5.9K -23 -0.1%
PDN
221
Pensionfund DSM Netherlands
Netherlands
$5.39M
SMDAM
222
Sumitomo Mitsui DS Asset Management
Japan
$5.31M -$6.6M -25,704 -55%
FIM
223
Foresters Investment Management
New York
$5.29M +$5.32M +20,707 New
DCM
224
Dupont Capital Management
Delaware
$5.21M -$1M -3,898 -16%
Federated Hermes
225
Federated Hermes
Pennsylvania
$5.19M +$616K +2,399 +13%

PSA Hedge Fund Activity: Q2 2016 in Review

623 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q2 2016, worth a combined $34.8B — down 6.5% from $37.2B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new PSA positions and 40 closed out — a net gain of 41 holders — while 220 added to existing stakes and 223 trimmed.

The largest buyer was Janus Henderson Investors US, adding an estimated $143M. The largest seller was Royal London Asset Management, cutting an estimated $2.5B.

  • 623 institutional investors held Public Storage (PSA) as of Q2 2016, up from 589 in Q1 2016.
  • Funds reported $34.8B of Public Storage stock for Q2 2016, down 6.5% quarter-over-quarter.
  • 81 funds opened new Public Storage positions in Q2 2016 and 40 closed out, a net change of +41 holders.
  • The largest Public Storage buyer in Q2 2016 was Janus Henderson Investors US, an estimated $143M added.
  • The largest Public Storage seller in Q2 2016 was Royal London Asset Management, an estimated $2.5B sold.

Based on aggregated 13F filings for Q2 2016.