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Public Storage

628 hedge funds and large institutions have $29.3B invested in Public Storage in 2017 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 253 increasing their positions, 213 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 213

5% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 65

0.5% more ownership

Funds ownership: 80.39%80.89% (+0.5%)

1% less funds holding

Funds holding: 632628 (-4)

4% less capital invested

Capital invested by funds: $30.5B → $29.3B (-$1.19B)

37% less call options, than puts

Call options by funds: $68.8M | Put options by funds: $109M

44% less funds holding in top 10

Funds holding in top 10: 1810 (-8)

Holders
628
Holders Change
-4
Holders Change %
-0.63%
% of All Funds
15.66%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.25%
New
68
Increased
253
Reduced
213
Closed
65
Calls
$68.8M
Puts
$109M
Net Calls
-$40.5M
Net Calls Change
-$5.23M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
201
Stifel Financial
Missouri
$5.67M +$2.79M +12,995 +91%
LPL Financial
202
LPL Financial
California
$5.64M +$411K +1,913 +8%
CI
203
Cooper Investors
Australia
$5.51M +$16.3K +76 +0.3%
SGAM
204
Smith Group Asset Management
Texas
$5.47M -$1.05M -4,900 -16%
CIA
205
CCM Investment Advisers
South Carolina
$5.38M +$775K +3,602 +16%
AIL
206
AGF Investments LLC
Ontario, Canada
$5.36M +$333K +1,547 +6%
XK
207
Xact Kapitalforvaltning
Sweden
$5.28M +$191K +886 +4%
MSV
208
MN Services Vermogensbeheer
Netherlands
$5.28M +$4.6M +21,388 +544%
MNA
209
Manning & Napier Advisors
New York
$5.03M -$124K -575 -2%
AWCI
210
Alpine Woods Capital Investors
New York
$4.98M -$86K -400 -2%
Fifth Third Bancorp
211
Fifth Third Bancorp
Ohio
$4.96M +$323K +1,503 +7%
Commonwealth Equity Services
212
Commonwealth Equity Services
Massachusetts
$4.7M +$162K +753 +3%
Envestnet Asset Management
213
Envestnet Asset Management
Illinois
$4.65M +$1.82M +8,458 +61%
Rafferty Asset Management
214
Rafferty Asset Management
New York
$4.58M -$1.04M -4,851 -18%
LTFS
215
Ladenburg Thalmann Financial Services
Florida
$4.52M -$344K -1,598 -7%
EP
216
Elkfork Partners
Oregon
$4.48M -$3.01M -14,008 -39%
CWM
217
CIBC World Markets
New York
$4.41M +$1.19M +5,523 +35%
PDN
218
Pensionfund DSM Netherlands
Netherlands
$4.39M
LGC
219
Laurel Grove Capital
California
$4.39M +$108K +500 +2%
MSA
220
Mason Street Advisors
Wisconsin
$4.33M +$24.5K +114 +0.6%
Arrowstreet Capital
221
Arrowstreet Capital
Massachusetts
$4.23M +$4.13M +19,200 +1,745%
DnB Asset Management
222
DnB Asset Management
Norway
$4.11M +$882K +4,100 +26%
PSUF
223
People's United Financial
Connecticut
$3.97M -$214K -997 -5%
ZIG
224
Zurich Insurance Group
Switzerland
$3.96M -$1.22M -5,691 -23%
CB
225
Commerce Bank
Missouri
$3.84M +$160K +744 +4%

PSA Hedge Fund Activity: Q2 2017 in Review

628 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q2 2017, worth a combined $29.3B — down 3.9% from $30.5B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new PSA positions and 65 closed out — a net gain of 3 holders — while 253 added to existing stakes and 213 trimmed.

The largest buyer was Capital World Investors, adding an estimated $419M. The largest seller was Cohen & Steers, cutting an estimated $462M.

  • 628 institutional investors held Public Storage (PSA) as of Q2 2017, down from 632 in Q1 2017.
  • Funds reported $29.3B of Public Storage stock for Q2 2017, down 3.9% quarter-over-quarter.
  • 68 funds opened new Public Storage positions in Q2 2017 and 65 closed out, a net change of +3 holders.
  • The largest Public Storage buyer in Q2 2017 was Capital World Investors, an estimated $419M added.
  • The largest Public Storage seller in Q2 2017 was Cohen & Steers, an estimated $462M sold.

Based on aggregated 13F filings for Q2 2017.