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Public Storage

683 hedge funds and large institutions have $28.6B invested in Public Storage in 2018 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 223 increasing their positions, 275 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.91% less ownership

Funds ownership: 82.1%81.19% (-0.91%)

2% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 55

2% less call options, than puts

Call options by funds: $64.2M | Put options by funds: $65.7M

1% less funds holding

Funds holding: 692683 (-9)

12% less capital invested

Capital invested by funds: $32.3B → $28.6B (-$3.74B)

19% less repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 275

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

Holders
683
Holders Change
-9
Holders Change %
-1.3%
% of All Funds
15.61%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.21%
New
54
Increased
223
Reduced
275
Closed
55
Calls
$64.2M
Puts
$65.7M
Net Calls
-$1.48M
Net Calls Change
+$303M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
351
Cascade Investment Advisors
Oregon
$1.14M -$1.08K -5 -0.1%
ZB
352
Zions Bancorporation
Utah
$1.12M -$43.8K -203 -4%
CWM
353
Concentric Wealth Management
California
$1.1M -$31.3K -145 -3%
CAN
354
Cetera Advisor Networks
California
$1.1M +$119K +550 +11%
QT
355
Quantbot Technologies
New York
$1.08M +$1.16M +5,378 New
PFC
356
Phocas Financial Corp
California
$1.07M
ZCA
357
Zeke Capital Advisors
Pennsylvania
$1.06M
NIT
358
NumerixS Investment Technologies
British Columbia, Canada
$1.06M +$1.14M +5,300 New
DI
359
Diligent Investors
California
$1.05M
QCMC
360
Quantum Capital Management (California)
California
$1.01M -$9.06K -42 -0.8%
GFA
361
Gifford Fong Associates
California
$1.01M
AMI
362
Amica Mutual Insurance
Rhode Island
$999K
BOH
363
Bank of Hawaii
Hawaii
$985K +$26.1K +121 +3%
VCA
364
Verdence Capital Advisors
Maryland
$971K -$20.7K -96 -2%
CI
365
Cigna Investments
Connecticut
$912K -$97.8K -453 -9%
CI
366
Conning Inc
Connecticut
$911K -$28.1K -130 -3%
APFBOT
367
Amica Pension Fund Board of Trustees
Rhode Island
$902K
OC
368
Oppenheimer & Co
New York
$898K -$4.32K -20 -0.4%
CI Investments Inc
369
CI Investments Inc
Ontario, Canada
$896K +$851K +3,943 +789%
EWM
370
Evercore Wealth Management
New York
$894K +$63.5K +294 +7%
SC
371
Sawyer & Company
Massachusetts
$874K +$6.47K +30 +0.7%
H
372
HoyleCohen
California
$867K
DLHL
373
Donald L. Hagan LLC
Florida
$859K -$4.75K -22 -0.5%
B
374
Barings
North Carolina
$843K -$553K -2,560 -38%
WAM
375
Wolverine Asset Management
Illinois
$842K +$902K +4,180 New

PSA Hedge Fund Activity: Q3 2018 in Review

683 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q3 2018, worth a combined $28.6B — down 12% from $32.3B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of PSA and 54 opened new positions — a net loss of 1 holder — while 275 trimmed existing stakes and 223 added.

The largest buyer was Jupiter Investment Management, adding an estimated $146M. The largest seller was Capital World Investors, cutting an estimated $240M.

  • 683 institutional investors held Public Storage (PSA) as of Q3 2018, down from 692 in Q2 2018.
  • Funds reported $28.6B of Public Storage stock for Q3 2018, down 12% quarter-over-quarter.
  • 54 funds opened new Public Storage positions in Q3 2018 and 55 closed out, a net change of -1 holder.
  • The largest Public Storage buyer in Q3 2018 was Jupiter Investment Management, an estimated $146M added.
  • The largest Public Storage seller in Q3 2018 was Capital World Investors, an estimated $240M sold.

Based on aggregated 13F filings for Q3 2018.