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Public Storage

589 hedge funds and large institutions have $37.2B invested in Public Storage in 2016 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 225 increasing their positions, 209 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 36

37% more call options, than puts

Call options by funds: $107M | Put options by funds: $78.3M

15% more funds holding in top 10

Funds holding in top 10: 2630 (+4)

9% more capital invested

Capital invested by funds: $34.1B → $37.2B (+$3.18B)

5.61% more ownership

Funds ownership: 79.75%85.36% (+5.6%)

4% more funds holding

Funds holding: 564589 (+25)

8% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 209

Holders
589
Holders Change
+25
Holders Change %
+4.43%
% of All Funds
15.69%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.8%
New
64
Increased
225
Reduced
209
Closed
36
Calls
$107M
Puts
$78.3M
Net Calls
+$28.7M
Net Calls Change
-$28.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.58B +$142M +563,643 +3%
State Street
2
State Street
Massachusetts
$2.36B -$10.4M -41,348 -0.5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.95B +$74.7M +296,183 +4%
BIT
4
BlackRock Institutional Trust
California
$1.6B +$14.8M +58,590 +1%
Cohen & Steers
5
Cohen & Steers
New York
$1.47B -$466M -1,846,292 -26%
BFA
6
BlackRock Fund Advisors
California
$1.29B +$53M +210,284 +5%
Invesco
7
Invesco
Georgia
$1.26B +$239M +946,064 +26%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$1.2B -$37.2M -147,377 -3%
AAMU
9
APG Asset Management US
New York
$1.01B +$10.7M +42,420 +1%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$821M +$54.3M +215,188 +8%
Daiwa Securities Group
11
Daiwa Securities Group
Japan
$701M -$39.3M -155,849 -6%
Northern Trust
12
Northern Trust
Illinois
$642M -$19.5M -77,476 -3%
CIMLRA
13
CBRE Investment Management Listed Real Assets
Pennsylvania
$626M +$5.81M +23,024 +1%
Capital World Investors
14
Capital World Investors
California
$618M
BG
15
BlackRock Group
United Kingdom
$610M +$18.4M +73,103 +3%
Morgan Stanley
16
Morgan Stanley
New York
$584M -$107M -425,858 -17%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$549M -$2.1M -8,327 -0.4%
Ameriprise
18
Ameriprise
Minnesota
$525M +$240M +952,193 +100%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$521M +$5.89M +23,353 +1%
JP Morgan Chase
20
JP Morgan Chase
New York
$469M +$62M +245,965 +17%
SAMC
21
Shinko Asset Management Company
Japan
$465M +$29.6M +117,474 +7%
Principal Financial Group
22
Principal Financial Group
Iowa
$450M -$162M -640,496 -28%
LIMS
23
Lasalle Investment Management Securities
Maryland
$407M -$144M -571,512 -28%
Deutsche Bank
24
Deutsche Bank
Germany
$398M -$6.98M -27,654 -2%
PI
25
PGGM Investments
Netherlands
$398M +$89.6M +355,188 +33%

PSA Hedge Fund Activity: Q1 2016 in Review

589 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q1 2016, worth a combined $37.2B — up 9.3% from $34.1B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new PSA positions and 36 closed out — a net gain of 28 holders — while 225 added to existing stakes and 209 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $2.45B. The largest seller was Cohen & Steers, cutting an estimated $466M.

  • 589 institutional investors held Public Storage (PSA) as of Q1 2016, up from 564 in Q4 2015.
  • Funds reported $37.2B of Public Storage stock for Q1 2016, up 9.3% quarter-over-quarter.
  • 64 funds opened new Public Storage positions in Q1 2016 and 36 closed out, a net change of +28 holders.
  • The largest Public Storage buyer in Q1 2016 was Royal London Asset Management, an estimated $2.45B added.
  • The largest Public Storage seller in Q1 2016 was Cohen & Steers, an estimated $466M sold.

Based on aggregated 13F filings for Q1 2016.