Public Storage
597 hedge funds and large institutions have $30.5B invested in Public Storage in 2016 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 212 increasing their positions, 229 reducing their positions, and 76 closing their positions.
0.27% more ownership
Funds ownership: 78.5% → 78.77% (+0.27%)
7% less repeat investments, than reductions
Existing positions increased: 212 | Existing positions reduced: 229
4% less funds holding
Funds holding: 623 → 597 (-26)
12% less capital invested
Capital invested by funds: $34.8B → $30.5B (-$4.31B)
26% less funds holding in top 10
Funds holding in top 10: 23 → 17 (-6)
26% less first-time investments, than exits
New positions opened: 56 | Existing positions closed: 76
32% less call options, than puts
Call options by funds: $79.2M | Put options by funds: $117M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$243M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$230M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$158M |
| 4 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
+$105M |
| 5 |
State Street
Boston,
Massachusetts
|
+$87.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$279M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$206M |
| 3 |
O
OppenheimerFunds
New York
|
-$84.4M |
| 4 |
Bank of New York Mellon
New York
|
-$78.6M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$77.3M |
PSA Hedge Fund Activity: Q3 2016 in Review
597 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q3 2016, worth a combined $30.5B — down 12% from $34.8B a quarter earlier.
Sellers outnumbered buyers: 76 funds closed out of PSA and 56 opened new positions — a net loss of 20 holders — while 229 trimmed existing stakes and 212 added.
The largest buyer was Wellington Management Group, adding an estimated $243M. The largest seller was Cohen & Steers, cutting an estimated $279M.
- 597 institutional investors held Public Storage (PSA) as of Q3 2016, down from 623 in Q2 2016.
- Funds reported $30.5B of Public Storage stock for Q3 2016, down 12% quarter-over-quarter.
- 56 funds opened new Public Storage positions in Q3 2016 and 76 closed out, a net change of -20 holders.
- The largest Public Storage buyer in Q3 2016 was Wellington Management Group, an estimated $243M added.
- The largest Public Storage seller in Q3 2016 was Cohen & Steers, an estimated $279M sold.
Based on aggregated 13F filings for Q3 2016.