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Public Storage

473 hedge funds and large institutions have $23.1B invested in Public Storage in 2014 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 165 increasing their positions, 191 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more call options, than puts

Call options by funds: $43.7M | Put options by funds: $22.5M

11% more capital invested

Capital invested by funds: $20.8B → $23.1B (+$2.33B)

3% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 36

0.64% less ownership

Funds ownership: 80.27%79.64% (-0.64%)

1% less funds holding

Funds holding: 479473 (-6)

10% less funds holding in top 10

Funds holding in top 10: 2119 (-2)

14% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 191

Holders
473
Holders Change
-6
Holders Change %
-1.25%
% of All Funds
13.66%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.55%
New
37
Increased
165
Reduced
191
Closed
36
Calls
$43.7M
Puts
$22.5M
Net Calls
+$21.1M
Net Calls Change
+$22.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.05B +$92.3M +570,259 +3%
Cohen & Steers
2
Cohen & Steers
New York
$1.24B +$221M +1,364,069 +23%
State Street
3
State Street
Massachusetts
$1.1B -$22.7M -140,154 -2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.07B -$54.9M -339,056 -5%
BIT
5
BlackRock Institutional Trust
California
$935M +$7.63M +47,145 +0.9%
Invesco
6
Invesco
Georgia
$901M +$8.93M +55,164 +1%
AAMU
7
APG Asset Management US
New York
$676M +$13.4M +82,880 +2%
BFA
8
BlackRock Fund Advisors
California
$626M +$27.1M +167,327 +5%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$615M +$139M +855,776 +31%
Capital Research Global Investors
10
Capital Research Global Investors
California
$586M +$9.47M +58,500 +2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$559M +$15.2M +93,950 +3%
Daiwa Securities Group
12
Daiwa Securities Group
Japan
$542M +$15.8M +97,796 +3%
Morgan Stanley
13
Morgan Stanley
New York
$516M -$15M -92,704 -3%
Deutsche Bank
14
Deutsche Bank
Germany
$480M +$47.3M +292,273 +11%
SAMC
15
Shinko Asset Management Company
Japan
$432M +$38.3M +236,653 +10%
LIMS
16
Lasalle Investment Management Securities
Maryland
$386M +$3.52M +21,765 +1%
Northern Trust
17
Northern Trust
Illinois
$366M -$8.43M -52,097 -2%
Ameriprise
18
Ameriprise
Minnesota
$353M +$11.8M +73,173 +4%
Capital World Investors
19
Capital World Investors
California
$352M +$64.4M +398,000 +24%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$339M +$906K +5,597 +0.3%
BG
21
BlackRock Group
United Kingdom
$293M -$2.49M -15,402 -0.9%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$285M +$5.89M +36,386 +2%
CIMLRA
23
CBRE Investment Management Listed Real Assets
Pennsylvania
$276M -$19.3M -119,327 -7%
N
24
Nuveen
North Carolina
$259M -$22.5M -139,080 -8%
PI
25
PGGM Investments
Netherlands
$244M +$22M +136,159 +10%

PSA Hedge Fund Activity: Q1 2014 in Review

473 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q1 2014, worth a combined $23.1B — up 11% from $20.8B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new PSA positions and 36 closed out — a net gain of 1 holder — while 165 added to existing stakes and 191 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $221M. The largest seller was Fidelity Investments, cutting an estimated $54.9M.

  • 473 institutional investors held Public Storage (PSA) as of Q1 2014, down from 479 in Q4 2013.
  • Funds reported $23.1B of Public Storage stock for Q1 2014, up 11% quarter-over-quarter.
  • 37 funds opened new Public Storage positions in Q1 2014 and 36 closed out, a net change of +1 holder.
  • The largest Public Storage buyer in Q1 2014 was Cohen & Steers, an estimated $221M added.
  • The largest Public Storage seller in Q1 2014 was Fidelity Investments, an estimated $54.9M sold.

Based on aggregated 13F filings for Q1 2014.