We are live on ! Find out more
PSA icon

Public Storage

628 hedge funds and large institutions have $29.3B invested in Public Storage in 2017 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 253 increasing their positions, 213 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 213

5% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 65

0.5% more ownership

Funds ownership: 80.39%80.89% (+0.5%)

1% less funds holding

Funds holding: 632628 (-4)

4% less capital invested

Capital invested by funds: $30.5B → $29.3B (-$1.19B)

37% less call options, than puts

Call options by funds: $68.8M | Put options by funds: $109M

44% less funds holding in top 10

Funds holding in top 10: 1810 (-8)

Holders
628
Holders Change
-4
Holders Change %
-0.63%
% of All Funds
15.66%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.25%
New
68
Increased
253
Reduced
213
Closed
65
Calls
$68.8M
Puts
$109M
Net Calls
-$40.5M
Net Calls Change
-$5.23M
Name Holding Trade Value Shares
Change
Change in
Stake
AIS
351
American Investment Services
Massachusetts
$837K -$3.87K -18 -0.4%
QI
352
Quotient Investors
New York
$836K -$43K -200 -5%
EOJOAM
353
E. Ohman J:or Asset Management
Sweden
$834K
FCMT
354
Founders Capital Management (Texas)
Texas
$829K
FMBTD
355
First Midwest Bank Trust Division
Illinois
$827K -$144K -668 -14%
UR
356
USCA RIA
Texas
$823K -$75.3K -350 -8%
OIA
357
OneDigital Investment Advisors
Kansas
$807K +$832K +3,871 New
PFC
358
Phocas Financial Corp
California
$799K -$75.3K -350 -8%
ECM
359
Everence Capital Management
Indiana
$798K +$348K +1,620 +73%
ECM
360
EII Capital Management
New York
$792K
OC
361
Oppenheimer & Co
New York
$787K +$196K +913 +32%
FAAS
362
First Allied Advisory Services
California
$775K +$184K +855 +30%
CC
363
ClearArc Capital
Ohio
$767K +$7.1K +33 +0.9%
MC
364
Miles Capital
Iowa
$748K -$20.2K -94 -3%
RCA
365
Rowland Carmichael Advisors
Arizona
$748K +$42.4K +197 +6%
William Blair & Company
366
William Blair & Company
Illinois
$718K +$116K +540 +19%
BFA
367
Bragg Financial Advisors
North Carolina
$718K +$196K +910 +36%
AIP
368
Ameritas Investment Partners
Nebraska
$716K
PA
369
Pinnacle Associates
New York
$703K +$2.15K +10 +0.3%
KCMRT
370
Kemper Corp Master Retirement Trust
Illinois
$703K +$96.8K +450 +15%
LNWWM
371
Laird Norton Wetherby Wealth Management
California
$700K +$14K +65 +2%
W
372
Wealthfront
California
$693K +$127K +591 +22%
BFC
373
Blue Fin Capital
Rhode Island
$691K -$49.5K -230 -6%
NAMP
374
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$691K +$86K +400 +14%
Victory Capital Management
375
Victory Capital Management
Texas
$682K -$22.1K -103 -3%

PSA Hedge Fund Activity: Q2 2017 in Review

628 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q2 2017, worth a combined $29.3B — down 3.9% from $30.5B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new PSA positions and 65 closed out — a net gain of 3 holders — while 253 added to existing stakes and 213 trimmed.

The largest buyer was Capital World Investors, adding an estimated $419M. The largest seller was Cohen & Steers, cutting an estimated $462M.

  • 628 institutional investors held Public Storage (PSA) as of Q2 2017, down from 632 in Q1 2017.
  • Funds reported $29.3B of Public Storage stock for Q2 2017, down 3.9% quarter-over-quarter.
  • 68 funds opened new Public Storage positions in Q2 2017 and 65 closed out, a net change of +3 holders.
  • The largest Public Storage buyer in Q2 2017 was Capital World Investors, an estimated $419M added.
  • The largest Public Storage seller in Q2 2017 was Cohen & Steers, an estimated $462M sold.

Based on aggregated 13F filings for Q2 2017.