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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
DI
326
Diligent Investors
California
$1.13M +$1.09M +5,262 New
SCA
327
Sage Capital Advisors
South Dakota
$1.12M +$9.72K +47 +0.9%
SGI
328
Summit Global Investments
Utah
$1.11M +$562K +2,719 +111%
CWM
329
Concentric Wealth Management
California
$1.1M +$17.6K +85 +2%
MSTVIM
330
Messner & Smith Theme Value Investment Management
California
$1.09M -$10.3K -50 -1%
ACM
331
Avalon Capital Management
California
$1.07M +$1.04M +5,023 New
CCM
332
Carderock Capital Management
Maryland
$1.07M -$40.3K -195 -4%
LIA
333
LS Investment Advisors
Michigan
$1.06M -$3.72K -18 -0.4%
SWM
334
Segment Wealth Management
Texas
$1.04M -$79.2K -383 -7%
PI
335
PHH Investments
Texas
$1.04M +$1.01M +4,862 New
WG
336
Winton Group
United Kingdom
$1.03M -$4.34K -21 -0.4%
CI
337
Conning Inc
Connecticut
$1.03M +$20.7K +100 +2%
CWM
338
Confluence Wealth Management
Oregon
$979K +$207 +1 +0%
BFA
339
Bragg Financial Advisors
North Carolina
$954K +$210K +1,015 +29%
II
340
IFM Investors
Australia
$940K +$39.5K +191 +5%
WI
341
WrapManager Inc
California
$931K +$308K +1,489 +52%
EOJOAM
342
E. Ohman J:or Asset Management
Sweden
$877K +$20.7K +100 +3%
IGIM
343
I.G. Investment Management
Manitoba, Canada
$865K
MLL
344
Moody Lynn & Lieberson
Massachusetts
$864K
CA
345
Commerzbank Aktiengesellschaft
Germany
$862K +$459K +2,219 +123%
AIS
346
American Investment Services
Massachusetts
$859K
QI
347
Quotient Investors
New York
$857K
OC
348
Oppenheimer & Co
New York
$854K +$44.4K +215 +6%
IRF
349
IBM Retirement Fund
New York
$852K
KRSITF
350
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$846K -$29.4K -142 -3%

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.