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Public Storage

628 hedge funds and large institutions have $29.3B invested in Public Storage in 2017 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 253 increasing their positions, 213 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 213

5% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 65

0.5% more ownership

Funds ownership: 80.39%80.89% (+0.5%)

1% less funds holding

Funds holding: 632628 (-4)

4% less capital invested

Capital invested by funds: $30.5B → $29.3B (-$1.19B)

37% less call options, than puts

Call options by funds: $68.8M | Put options by funds: $109M

44% less funds holding in top 10

Funds holding in top 10: 1810 (-8)

Holders
628
Holders Change
-4
Holders Change %
-0.63%
% of All Funds
15.66%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.25%
New
68
Increased
253
Reduced
213
Closed
65
Calls
$68.8M
Puts
$109M
Net Calls
-$40.5M
Net Calls Change
-$5.23M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.6B +$156M +727,573 +3%
BlackRock
2
BlackRock
New York
$3.06B +$105M +489,998 +3%
State Street
3
State Street
Massachusetts
$1.81B -$29.1M -135,560 -2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.6B +$233M +1,082,361 +16%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.41B -$301M -1,400,902 -17%
AAMU
6
APG Asset Management US
New York
$878M +$29.3M +136,388 +3%
Capital World Investors
7
Capital World Investors
California
$842M +$419M +1,948,000 +93%
JP Morgan Chase
8
JP Morgan Chase
New York
$659M +$116M +537,289 +20%
Invesco
9
Invesco
Georgia
$626M -$31.5M -146,273 -5%
Morgan Stanley
10
Morgan Stanley
New York
$564M -$10.3M -48,037 -2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$558M -$54M -251,124 -9%
Northern Trust
12
Northern Trust
Illinois
$515M +$16.4M +76,131 +3%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$459M +$155M +722,754 +49%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$428M +$12.3M +57,277 +3%
Deutsche Bank
15
Deutsche Bank
Germany
$425M +$15.9M +74,051 +4%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$400M +$2.6M +12,093 +0.6%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$374M -$719K -3,345 -0.2%
Goldman Sachs
18
Goldman Sachs
New York
$367M -$50.1M -233,104 -12%
Cohen & Steers
19
Cohen & Steers
New York
$362M -$462M -2,146,905 -55%
Parnassus Investments
20
Parnassus Investments
California
$340M +$351M +1,630,350 New
PI
21
PGGM Investments
Netherlands
$308M +$6.8M +31,613 +2%
LIMS
22
Lasalle Investment Management Securities
Maryland
$306M -$29.3M -136,158 -9%
Norges Bank
23
Norges Bank
Norway
$281M +$26.1M +121,371 +10%
Charles Schwab
24
Charles Schwab
California
$261M +$20.2M +93,779 +8%
Capital Research Global Investors
25
Capital Research Global Investors
California
$260M +$25.8M +120,000 +11%

PSA Hedge Fund Activity: Q2 2017 in Review

628 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q2 2017, worth a combined $29.3B — down 3.9% from $30.5B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new PSA positions and 65 closed out — a net gain of 3 holders — while 253 added to existing stakes and 213 trimmed.

The largest buyer was Capital World Investors, adding an estimated $419M. The largest seller was Cohen & Steers, cutting an estimated $462M.

  • 628 institutional investors held Public Storage (PSA) as of Q2 2017, down from 632 in Q1 2017.
  • Funds reported $29.3B of Public Storage stock for Q2 2017, down 3.9% quarter-over-quarter.
  • 68 funds opened new Public Storage positions in Q2 2017 and 65 closed out, a net change of +3 holders.
  • The largest Public Storage buyer in Q2 2017 was Capital World Investors, an estimated $419M added.
  • The largest Public Storage seller in Q2 2017 was Cohen & Steers, an estimated $462M sold.

Based on aggregated 13F filings for Q2 2017.