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Public Storage

628 hedge funds and large institutions have $30.2B invested in Public Storage in 2017 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 241 increasing their positions, 220 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 57

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

10% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 220

3% more capital invested

Capital invested by funds: $29.3B → $30.2B (+$841M)

0.15% more ownership

Funds ownership: 80.89%81.04% (+0.15%)

0% more funds holding

Funds holding: 628628 (0)

27% less call options, than puts

Call options by funds: $93.7M | Put options by funds: $129M

Holders
628
Holders Change
Holders Change %
0%
% of All Funds
15.66%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.27%
New
65
Increased
241
Reduced
220
Closed
57
Calls
$93.7M
Puts
$129M
Net Calls
-$35.4M
Net Calls Change
+$5.15M
Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
301
Brown Advisory
Maryland
$1.58M +$301K +1,455 +25%
SI
302
Sentry Investments
Ontario, Canada
$1.51M +$124K +600 +9%
Creative Planning
303
Creative Planning
Kansas
$1.49M -$450K -2,177 -24%
OI
304
Oakbrook Investments
Illinois
$1.48M +$103K +500 +8%
PAG
305
Private Advisor Group
New Jersey
$1.47M +$91.6K +443 +7%
GL
306
GLG LLC
New York
$1.43M -$129K -623 -9%
LMGAM
307
Liberty Mutual Group Asset Management
Massachusetts
$1.43M -$606K -2,931 -31%
CIC
308
Cornercap Investment Counsel
Georgia
$1.42M +$1.37M +6,648 New
GP
309
Girard Partners
Pennsylvania
$1.41M +$107K +518 +9%
Truist Financial
310
Truist Financial
North Carolina
$1.41M +$855K +4,136 +169%
MML Investors Services
311
MML Investors Services
Massachusetts
$1.39M +$460K +2,227 +52%
ACC
312
Accident Compensation Corp
New Zealand
$1.36M +$20.7K +100 +2%
Cambridge Investment Research Advisors
313
Cambridge Investment Research Advisors
Iowa
$1.35M +$52.5K +254 +4%
QCMC
314
Quantum Capital Management (California)
California
$1.32M +$23.2K +112 +2%
BFM
315
Boston Financial Management
Massachusetts
$1.32M -$293K -1,417 -19%
CSM
316
CAMG Solamere Management
North Carolina
$1.3M +$207 +1 +0%
LWAC
317
Laurel Wealth Advisors (California)
California
$1.3M +$666K +3,221 +113%
CONA
318
Capital One National Association
New York
$1.27M +$20.7K +100 +2%
RJT
319
Raymond James Trust
Florida
$1.25M +$143K +694 +13%
SIM
320
Sentry Investment Management
Wisconsin
$1.23M
CI
321
Cigna Investments
Connecticut
$1.22M -$12.8K -62 -1%
CAN
322
Cetera Advisor Networks
California
$1.21M -$37.2K -180 -3%
LCM
323
Laurion Capital Management
New York
$1.16M -$207K -1,000 -16%
WCF
324
West Coast Financial
California
$1.14M -$66.1K -320 -6%
PAM
325
Panagora Asset Management
Massachusetts
$1.13M -$199K -963 -15%

PSA Hedge Fund Activity: Q3 2017 in Review

628 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q3 2017, worth a combined $30.2B — up 2.9% from $29.3B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new PSA positions and 57 closed out — a net gain of 8 holders — while 241 added to existing stakes and 220 trimmed.

The largest buyer was Capital World Investors, adding an estimated $633M. The largest seller was Fidelity Investments, cutting an estimated $297M.

  • 628 institutional investors held Public Storage (PSA) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $30.2B of Public Storage stock for Q3 2017, up 2.9% quarter-over-quarter.
  • 65 funds opened new Public Storage positions in Q3 2017 and 57 closed out, a net change of +8 holders.
  • The largest Public Storage buyer in Q3 2017 was Capital World Investors, an estimated $633M added.
  • The largest Public Storage seller in Q3 2017 was Fidelity Investments, an estimated $297M sold.

Based on aggregated 13F filings for Q3 2017.