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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
FAAS
351
First Allied Advisory Services
California
$840K +$45.3K +219 +6%
MERSOM
352
Municipal Employees' Retirement System of Michigan
Michigan
$828K -$190K -920 -19%
UR
353
USCA RIA
Texas
$823K
CC
354
ClearArc Capital
Ohio
$823K +$34.9K +169 +5%
ECM
355
Everence Capital Management
Indiana
$819K
ZB
356
Zions Bancorporation
Utah
$810K +$770K +3,727 +6,212%
Alyeska Investment Group
357
Alyeska Investment Group
Illinois
$795K +$768K +3,715 New
JMPWA
358
JP Morgan Private Wealth Advisors
California
$785K +$759K +3,672 New
FBT
359
First Bank & Trust
South Dakota
$784K +$193K +933 +34%
FMBTD
360
First Midwest Bank Trust Division
Illinois
$773K -$72.3K -350 -9%
RCA
361
Rowland Carmichael Advisors
Arizona
$772K +$4.34K +21 +0.6%
JIC
362
Johnson Investment Counsel
Ohio
$771K -$211K -1,020 -22%
W
363
Wealthfront
California
$758K +$45.9K +222 +7%
William Blair & Company
364
William Blair & Company
Illinois
$744K +$7.03K +34 +1%
KCMRT
365
Kemper Corp Master Retirement Trust
Illinois
$726K +$5.17K +25 +0.7%
AIP
366
Ameritas Investment Partners
Nebraska
$705K
BFC
367
Blue Fin Capital
Rhode Island
$701K -$8.27K -40 -1%
WS
368
Wedbush Securities
California
$687K -$2.48K -12 -0.4%
LNWWM
369
Laird Norton Wetherby Wealth Management
California
$686K -$31K -150 -4%
LW
370
Linscomb Wealth
Texas
$684K
Victory Capital Management
371
Victory Capital Management
Texas
$677K -$22.1K -107 -3%
CIBC World Market
372
CIBC World Market
Ontario, Canada
$673K -$479K -2,318 -42%
DIA
373
Dean Investment Associates
Ohio
$673K -$6.2K -30 -0.9%
MC
374
Miles Capital
Iowa
$672K -$92.2K -446 -12%
CA
375
Cetera Advisors
Colorado
$665K +$827 +4 +0.1%

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.