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Public Storage

677 hedge funds and large institutions have $28.6B invested in Public Storage in 2018 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 241 increasing their positions, 253 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 76

1% more funds holding

Funds holding: 673677 (+4)

0.29% more ownership

Funds ownership: 81.77%82.06% (+0.29%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

4% less capital invested

Capital invested by funds: $29.7B → $28.6B (-$1.1B)

5% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 253

48% less call options, than puts

Call options by funds: $83.5M | Put options by funds: $161M

Holders
677
Holders Change
+4
Holders Change %
+0.59%
% of All Funds
15.52%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
83
Increased
241
Reduced
253
Closed
76
Calls
$83.5M
Puts
$161M
Net Calls
-$77.2M
Net Calls Change
-$63.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
301
Baird Financial Group
Wisconsin
$1.47M
CA
302
Commerzbank Aktiengesellschaft
Germany
$1.46M +$462K +2,370 +48%
SIAP
303
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.43M -$19.5K -100 -1%
WI
304
WrapManager Inc
California
$1.41M +$482K +2,472 +54%
MML Investors Services
305
MML Investors Services
Massachusetts
$1.41M +$15.2K +78 +1%
OI
306
Oakbrook Investments
Illinois
$1.39M +$39K +200 +3%
QCMC
307
Quantum Capital Management (California)
California
$1.38M +$422K +2,164 +46%
UCFA
308
United Capital Financial Advisors
Texas
$1.35M -$198K -1,017 -13%
Creative Planning
309
Creative Planning
Kansas
$1.35M -$13.6K -70 -1%
RCM
310
Riverhead Capital Management
Delaware
$1.34M -$193K -990 -13%
RIM
311
Rampart Investment Management
Connecticut
$1.33M +$938K +4,817 +264%
DCM
312
Driehaus Capital Management
Illinois
$1.32M +$1.29M +6,600 New
LCM
313
Landscape Capital Management
New Jersey
$1.32M -$2.39M -12,258 -65%
FBT
314
First Bank & Trust
South Dakota
$1.29M +$268K +1,378 +27%
PA
315
Profund Advisors
Maryland
$1.26M -$236K -1,212 -16%
CONA
316
Capital One National Association
New York
$1.25M -$15.4K -79 -1%
FCM
317
Flinton Capital Management
Pennsylvania
$1.24M -$184K -944 -13%
Citadel Advisors
318
Citadel Advisors
Florida
$1.21M +$324K +1,664 +38%
LMGAM
319
Liberty Mutual Group Asset Management
Massachusetts
$1.2M
PAM
320
Panagora Asset Management
Massachusetts
$1.18M +$195 +1 +0%
ZB
321
Zions Bancorporation
Utah
$1.11M +$214K +1,098 +25%
BG
322
Bahl & Gaynor
Ohio
$1.11M -$35.4M -181,818 -97%
CWM
323
Concentric Wealth Management
California
$1.1M +$31.2K +160 +3%
CI
324
Cigna Investments
Connecticut
$1.1M -$24.7K -127 -2%
CSM
325
CAMG Solamere Management
North Carolina
$1.1M -$84.2K -432 -7%

PSA Hedge Fund Activity: Q1 2018 in Review

677 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q1 2018, worth a combined $28.6B — down 3.7% from $29.7B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new PSA positions and 76 closed out — a net gain of 7 holders — while 241 added to existing stakes and 253 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $202M. The largest seller was Vanguard Group, cutting an estimated $250M.

  • 677 institutional investors held Public Storage (PSA) as of Q1 2018, up from 673 in Q4 2017.
  • Funds reported $28.6B of Public Storage stock for Q1 2018, down 3.7% quarter-over-quarter.
  • 83 funds opened new Public Storage positions in Q1 2018 and 76 closed out, a net change of +7 holders.
  • The largest Public Storage buyer in Q1 2018 was Fidelity Investments, an estimated $202M added.
  • The largest Public Storage seller in Q1 2018 was Vanguard Group, an estimated $250M sold.

Based on aggregated 13F filings for Q1 2018.