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Public Storage

623 hedge funds and large institutions have $34.8B invested in Public Storage in 2016 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 220 increasing their positions, 223 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 40

6% more funds holding

Funds holding: 589623 (+34)

1% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 223

4% less call options, than puts

Call options by funds: $84.1M | Put options by funds: $87.6M

7% less capital invested

Capital invested by funds: $37.2B → $34.8B (-$2.44B)

6.77% less ownership

Funds ownership: 85.36%78.59% (-6.8%)

23% less funds holding in top 10

Funds holding in top 10: 3023 (-7)

Holders
623
Holders Change
+34
Holders Change %
+5.77%
% of All Funds
16.62%
Holding in Top 10
23
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-23.33%
% of All Funds
0.61%
New
81
Increased
220
Reduced
223
Closed
40
Calls
$84.1M
Puts
$87.6M
Net Calls
-$3.5M
Net Calls Change
-$32.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.29B +$121M +470,163 +2%
State Street
2
State Street
Massachusetts
$2.16B -$30.1M -117,377 -1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.94B +$138M +536,241 +8%
BIT
4
BlackRock Institutional Trust
California
$1.5B +$16.2M +62,942 +1%
BFA
5
BlackRock Fund Advisors
California
$1.24B +$45.7M +178,037 +4%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$1.12B +$10.5M +40,853 +0.9%
Invesco
7
Invesco
Georgia
$1.03B -$138M -537,592 -12%
AAMU
8
APG Asset Management US
New York
$931M -$3.14M -12,232 -0.3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$795M +$34.8M +135,728 +5%
Northern Trust
10
Northern Trust
Illinois
$620M +$15.4M +60,131 +3%
Morgan Stanley
11
Morgan Stanley
New York
$620M +$79.6M +310,141 +15%
Ameriprise
12
Ameriprise
Minnesota
$600M +$115M +446,918 +23%
BG
13
BlackRock Group
United Kingdom
$585M +$20M +78,044 +4%
Cohen & Steers
14
Cohen & Steers
New York
$517M -$846M -3,296,688 -62%
CIMLRA
15
CBRE Investment Management Listed Real Assets
Pennsylvania
$517M -$63.4M -246,939 -11%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$499M +$15.8M +61,610 +3%
Capital World Investors
17
Capital World Investors
California
$495M -$78.3M -305,000 -14%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$484M -$24.2M -94,114 -5%
SAMC
19
Shinko Asset Management Company
Japan
$431M -$74.4K -290 -0%
JP Morgan Chase
20
JP Morgan Chase
New York
$410M -$24.6M -95,971 -6%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$392M -$9.34M -36,393 -2%
Deutsche Bank
22
Deutsche Bank
Germany
$382M +$13.4M +52,200 +4%
Principal Financial Group
23
Principal Financial Group
Iowa
$381M -$37M -144,240 -9%
PI
24
PGGM Investments
Netherlands
$369M +$312K +1,217 +0.1%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$355M +$68.2M +265,758 +24%

PSA Hedge Fund Activity: Q2 2016 in Review

623 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q2 2016, worth a combined $34.8B — down 6.5% from $37.2B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new PSA positions and 40 closed out — a net gain of 41 holders — while 220 added to existing stakes and 223 trimmed.

The largest buyer was Janus Henderson Investors US, adding an estimated $143M. The largest seller was Royal London Asset Management, cutting an estimated $2.5B.

  • 623 institutional investors held Public Storage (PSA) as of Q2 2016, up from 589 in Q1 2016.
  • Funds reported $34.8B of Public Storage stock for Q2 2016, down 6.5% quarter-over-quarter.
  • 81 funds opened new Public Storage positions in Q2 2016 and 40 closed out, a net change of +41 holders.
  • The largest Public Storage buyer in Q2 2016 was Janus Henderson Investors US, an estimated $143M added.
  • The largest Public Storage seller in Q2 2016 was Royal London Asset Management, an estimated $2.5B sold.

Based on aggregated 13F filings for Q2 2016.