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Public Storage

756 hedge funds and large institutions have $29.6B invested in Public Storage in 2019 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 272 increasing their positions, 250 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $289M | Put options by funds: $157M

37% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 78

2% more funds holding

Funds holding: 739756 (+17)

9% more repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 250

0.97% less ownership

Funds ownership: 80.53%79.56% (-0.97%)

14% less capital invested

Capital invested by funds: $34.5B → $29.6B (-$4.89B)

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

Holders
756
Holders Change
+17
Holders Change %
+2.3%
% of All Funds
14.9%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.14%
New
107
Increased
272
Reduced
250
Closed
78
Calls
$289M
Puts
$157M
Net Calls
+$132M
Net Calls Change
-$21.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FMT
301
First Mercantile Trust
Tennessee
$1.92M -$9.76K -44 -0.5%
CIS
302
Connors Investor Services
Pennsylvania
$1.89M -$1.27M -5,720 -39%
PS
303
Pensionfund Sabic
Netherlands
$1.88M
WGA
304
Weather Gauge Advisory
Virginia
$1.88M +$2.44K +11 +0.1%
BCV
305
Banque Cantonale Vaudoise
Switzerland
$1.87M +$1.95M +8,792 New
Federated Hermes
306
Federated Hermes
Pennsylvania
$1.85M -$194K -876 -9%
Wealthfront Advisers
307
Wealthfront Advisers
California
$1.85M -$198K -893 -9%
CTA
308
Carillon Tower Advisers
Florida
$1.83M +$1.91M +8,600 New
ACM
309
AlphaCrest Capital Management
New York
$1.83M -$1.98M -8,908 -51%
GAM
310
Gotham Asset Management
New York
$1.83M -$60.6K -273 -3%
Mirae Asset Global Investments
311
Mirae Asset Global Investments
South Korea
$1.81M +$120K +541 +7%
QSS
312
Quantitative Systematic Strategies
Florida
$1.8M +$1.88M +8,464 New
MPM
313
Meritage Portfolio Management
Kansas
$1.79M +$7.1K +32 +0.4%
RBA
314
Richard Bernstein Advisors
New York
$1.78M
SS
315
Simplicity Solutions
Minnesota
$1.78M +$397K +1,787 +27%
JAM
316
JLP Asset Management
New York
$1.75M
LIA
317
LS Investment Advisors
Michigan
$1.74M +$195K +880 +12%
ACC
318
Accident Compensation Corp
New Zealand
$1.73M +$1.07M +4,800 +145%
Lazard Asset Management
319
Lazard Asset Management
New York
$1.65M -$3.91M -17,630 -69%
KRS
320
Kentucky Retirement Systems
Kentucky
$1.65M +$7.54K +34 +0.4%
Brown Advisory
321
Brown Advisory
Maryland
$1.63M -$200K -903 -11%
BA
322
Bennicas & Associates
California
$1.57M -$44.4K -200 -3%
CIA
323
Capital Investment Advisors
Georgia
$1.56M -$65.2K -294 -4%
LSERS
324
Louisiana State Employees Retirement System
Louisiana
$1.51M -$22.2K -100 -1%
CMI
325
Clare Market Investments
Texas
$1.47M +$497K +2,240 +48%

PSA Hedge Fund Activity: Q4 2019 in Review

756 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q4 2019, worth a combined $29.6B — down 14% from $34.5B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new PSA positions and 78 closed out — a net gain of 29 holders — while 272 added to existing stakes and 250 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $247M. The largest seller was T. Rowe Price Associates, cutting an estimated $418M.

  • 756 institutional investors held Public Storage (PSA) as of Q4 2019, up from 739 in Q3 2019.
  • Funds reported $29.6B of Public Storage stock for Q4 2019, down 14% quarter-over-quarter.
  • 107 funds opened new Public Storage positions in Q4 2019 and 78 closed out, a net change of +29 holders.
  • The largest Public Storage buyer in Q4 2019 was Cohen & Steers, an estimated $247M added.
  • The largest Public Storage seller in Q4 2019 was T. Rowe Price Associates, an estimated $418M sold.

Based on aggregated 13F filings for Q4 2019.