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Public Storage
PSA

Overview Fund Activity

627 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
Holders
627
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
-$40.6M
Net Calls Change
-$5.23M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$842M
2
Parnassus Investments
2
Parnassus Investments
California
$340M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.6B
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.6B
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$459M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$362M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.41B
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$166M
4
CIMLRA
4
CBRE Investment Management Listed Real Assets
Pennsylvania
$159M
5
American Century Companies
5
American Century Companies
Missouri
$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
376
Wedbush Securities
California
$672K +$29K +139 +5%
HAM
377
Highstreet Asset Management
Ontario, Canada
$671K +$671K +3,217 New
LW
378
Linscomb Wealth
Texas
$667K – – –
DIA
379
Dean Investment Associates
Ohio
$662K +$662K +3,173 New
CG
380
Clinton Group
New York
$647K -$1.42M -6,794 -69%
CA
381
Cetera Advisors
Colorado
$646K -$5.42K -26 -0.8%
RA
382
Rational Advisors
New York
$646K – – –
OFS
383
Orrstown Financial Services
Pennsylvania
$634K +$20.8K +100 +3%
CT
384
Clearstead Trust
Maine
$627K +$364K +900 +138%
TFA
385
Transamerica Financial Advisors
Florida
$625K -$1.41M -6,764 -69%
1GA
386
1st Global Advisors
Texas
$624K -$19.6K -94 -3%
CAM
387
Congress Asset Management
Massachusetts
$603K -$3.89M -18,642 -87%
WI
388
WrapManager Inc
California
$597K +$597K +2,864 New
LWAC
389
Laurel Wealth Advisors (California)
California
$596K +$348K +1,672 +141%
GWM
390
Geneos Wealth Management
Colorado
$592K -$2.71K -13 -0.5%
LS
391
Livforsakringsbolaget Skandia
Sweden
$588K – – –
PI
392
PineBridge Investments
New York
$587K +$19.2K +92 +3%
AHC
393
Adell Harriman & Carpenter
Texas
$586K -$62.6K -300 -10%
FFA
394
First Foundation Advisors
California
$581K +$581K +2,787 New
FBT
395
First Bank & Trust
South Dakota
$569K +$569K +2,731 New
EWM
396
Evercore Wealth Management
New York
$568K -$250K -1,200 -31%
SIC
397
SFE Investment Counsel
California
$557K – – –
SF
398
Synovus Financial
Georgia
$557K +$183K +878 +49%
CRC
399
Curi RMB Capital
Illinois
$540K +$540K +2,588 New
Verition Fund Management
400
Verition Fund Management
Connecticut
$529K -$722K -3,463 -58%
14 15
16
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