We are live on ! Find out more
PSA icon

Public Storage

459 hedge funds and large institutions have $21.6B invested in Public Storage in 2013 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 149 increasing their positions, 192 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 27

14% more funds holding in top 10

Funds holding in top 10: 2124 (+3)

3% more funds holding

Funds holding: 444459 (+15)

8% more call options, than puts

Call options by funds: $64.6M | Put options by funds: $59.9M

5% more capital invested

Capital invested by funds: $20.6B → $21.6B (+$1.03B)

0.5% more ownership

Funds ownership: 77.94%78.44% (+0.5%)

22% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 192

Holders
459
Holders Change
+15
Holders Change %
+3.38%
% of All Funds
14.88%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.78%
New
46
Increased
149
Reduced
192
Closed
27
Calls
$64.6M
Puts
$59.9M
Net Calls
+$4.71M
Net Calls Change
+$7.13M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.78B +$3.78M +23,854 +0.1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.31B -$79.5M -502,160 -6%
State Street
3
State Street
Massachusetts
$1.04B +$4.7M +29,671 +0.5%
Cohen & Steers
4
Cohen & Steers
New York
$973M -$8.66M -54,651 -0.9%
BIT
5
BlackRock Institutional Trust
California
$864M +$9.74M +61,471 +1%
Invesco
6
Invesco
Georgia
$791M +$66.9M +422,306 +9%
AAMU
7
APG Asset Management US
New York
$651M -$11.4M -72,196 -2%
BFA
8
BlackRock Fund Advisors
California
$607M -$61.3M -386,929 -9%
Daiwa Securities Group
9
Daiwa Securities Group
Japan
$568M -$28.5M -179,844 -5%
Morgan Stanley
10
Morgan Stanley
New York
$497M +$2.3M +14,500 +0.5%
Deutsche Bank
11
Deutsche Bank
Germany
$458M -$23.6M -148,678 -5%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$457M -$3.28M -20,725 -0.7%
Capital Research Global Investors
13
Capital Research Global Investors
California
$399M +$873K +5,510 +0.2%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$375M +$42.5M +268,191 +13%
LIMS
15
Lasalle Investment Management Securities
Maryland
$371M +$2.79M +17,587 +0.8%
Northern Trust
16
Northern Trust
Illinois
$349M -$8.44M -53,304 -2%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$338M +$4.57M +28,825 +1%
SAMC
18
Shinko Asset Management Company
Japan
$334M +$45.9M +290,001 +16%
CIMLRA
19
CBRE Investment Management Listed Real Assets
Pennsylvania
$328M -$20.6M -130,330 -6%
N
20
Nuveen
North Carolina
$287M +$6.8M +42,926 +2%
BG
21
BlackRock Group
United Kingdom
$280M +$6.26M +39,495 +2%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$253M +$8.84M +55,822 +4%
Capital World Investors
23
Capital World Investors
California
$242M
Ameriprise
24
Ameriprise
Minnesota
$240M +$61.6M +389,179 +35%
ACM
25
AEW Capital Management
Massachusetts
$227M -$6.47M -40,848 -3%

PSA Hedge Fund Activity: Q3 2013 in Review

459 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q3 2013, worth a combined $21.6B — up 5% from $20.6B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new PSA positions and 27 closed out — a net gain of 19 holders — while 149 added to existing stakes and 192 trimmed.

The largest buyer was OppenheimerFunds, adding an estimated $83.8M. The largest seller was Fidelity Investments, cutting an estimated $79.5M.

  • 459 institutional investors held Public Storage (PSA) as of Q3 2013, up from 444 in Q2 2013.
  • Funds reported $21.6B of Public Storage stock for Q3 2013, up 5% quarter-over-quarter.
  • 46 funds opened new Public Storage positions in Q3 2013 and 27 closed out, a net change of +19 holders.
  • The largest Public Storage buyer in Q3 2013 was OppenheimerFunds, an estimated $83.8M added.
  • The largest Public Storage seller in Q3 2013 was Fidelity Investments, an estimated $79.5M sold.

Based on aggregated 13F filings for Q3 2013.