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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
OAM
326
Oppenheimer Asset Management
New York
$1.08M -$1.04M -5,352 -50%
PFC
327
Phocas Financial Corp
California
$1.06M -$97.4K -500 -9%
DI
328
Diligent Investors
California
$1.06M +$7.79K +40 +0.8%
LGC
329
Laurel Grove Capital
California
$1.05M -$341K -1,750 -25%
ZCA
330
Zeke Capital Advisors
Pennsylvania
$1.05M +$1.02M +5,241 New
SGI
331
Summit Global Investments
Utah
$1.05M +$457K +2,344 +81%
PC
332
Palo Capital
California
$1.04M +$1.01M +5,205 New
CIA
333
Cascade Investment Advisors
Oregon
$1.02M +$997K +5,115 New
Canada Pension Plan Investment Board
334
Canada Pension Plan Investment Board
Ontario, Canada
$1.02M +$312K +1,600 +46%
LWAC
335
Laurel Wealth Advisors (California)
California
$1.02M -$367K -1,885 -27%
LIA
336
LS Investment Advisors
Michigan
$1.01M +$2.14K +11 +0.2%
VCA
337
Verdence Capital Advisors
Maryland
$1M +$280K +1,435 +40%
CAN
338
Cetera Advisor Networks
California
$999K -$30.4K -156 -3%
AMI
339
Amica Mutual Insurance
Rhode Island
$993K -$118K -608 -11%
SI
340
Sentry Investments
Ontario, Canada
$991K -$416K -2,135 -30%
II
341
IFM Investors
Australia
$978K +$91K +467 +11%
BOH
342
Bank of Hawaii
Hawaii
$975K +$467K +2,398 +97%
IG
343
ING Group
Netherlands
$964K -$316K -1,621 -25%
CI
344
Conning Inc
Connecticut
$950K +$5.84K +30 +0.6%
PI
345
PHH Investments
Texas
$943K
HPC
346
Hobart Private Capital
North Carolina
$924K +$201K +1,031 +29%
GP
347
Girard Partners
Pennsylvania
$912K -$246K -1,263 -22%
QSS
348
Quantitative Systematic Strategies
Florida
$909K +$884K +4,535 New
APFBOT
349
Amica Pension Fund Board of Trustees
Rhode Island
$897K -$160K -819 -15%
RCA
350
Rowland Carmichael Advisors
Arizona
$897K +$171K +880 +24%

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.