Public Storage
479 hedge funds and large institutions have $20.8B invested in Public Storage in 2013 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 174 increasing their positions, 173 reducing their positions, and 39 closing their positions.
51% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 39
4% more funds holding
Funds holding: 460 → 479 (+19)
1.46% more ownership
Funds ownership: 78.81% → 80.27% (+1.5%)
1% more repeat investments, than reductions
Existing positions increased: 174 | Existing positions reduced: 173
4% less call options, than puts
Call options by funds: $43.2M | Put options by funds: $44.8M
4% less capital invested
Capital invested by funds: $21.8B → $20.8B (-$979M)
13% less funds holding in top 10
Funds holding in top 10: 24 → 21 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$149M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$84.2M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$72.8M |
| 4 |
Barclays
London,
United Kingdom
|
+$64.5M |
| 5 |
Bank of New York Mellon
New York
|
+$60.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$235M |
| 2 |
O
OppenheimerFunds
New York
|
-$173M |
| 3 |
Daiwa Securities Group
Tokyo,
Japan
|
-$67.7M |
| 4 |
ACI
AMP Capital Investors
Sydney,
Australia
|
-$62.2M |
| 5 |
CGM
Capital Growth Management
Boston,
Massachusetts
|
-$55.4M |
PSA Hedge Fund Activity: Q4 2013 in Review
479 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q4 2013, worth a combined $20.8B — down 4.5% from $21.8B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new PSA positions and 39 closed out — a net gain of 20 holders — while 174 added to existing stakes and 173 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $149M. The largest seller was Fidelity Investments, cutting an estimated $235M.
- 479 institutional investors held Public Storage (PSA) as of Q4 2013, up from 460 in Q3 2013.
- Funds reported $20.8B of Public Storage stock for Q4 2013, down 4.5% quarter-over-quarter.
- 59 funds opened new Public Storage positions in Q4 2013 and 39 closed out, a net change of +20 holders.
- The largest Public Storage buyer in Q4 2013 was Capital Research Global Investors, an estimated $149M added.
- The largest Public Storage seller in Q4 2013 was Fidelity Investments, an estimated $235M sold.
Based on aggregated 13F filings for Q4 2013.