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Public Storage
PSA

Overview Fund Activity

690 hedge funds and large institutions have $32.3B invested in Public Storage in 2018 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 234 increasing their positions, 253 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
690
Holders Change
+15
Holders Change %
+2.22%
% of All Funds
15.82%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.28%
New
69
Increased
234
Reduced
253
Closed
49
Calls
$93.7M
Puts
$398M
Net Calls
-$304M
Net Calls Change
-$227M

Top Buyers

1
BC
Brookfield Corp
Ontario, Canada
+$293M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$253M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$91.3M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$53.4M
5
BlackRock
BlackRock
New York
+$51.4M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$290M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$124M
3
EVM
Eaton Vance Management
Massachusetts
-$115M
4
SCRM
Security Capital Research & Management
Illinois
-$66.8M
5
Capital World Investors
Capital World Investors
California
-$56.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
376
Carderock Capital Management
Maryland
$856K -$17K -75 -2%
HFS
377
HL Financial Services
Kentucky
$847K +$65.3K +288 +8%
UCFA
378
United Capital Financial Advisors
Texas
$845K -$688K -3,030 -45%
CSM
379
CAMG Solamere Management
North Carolina
$838K -$404K -1,787 -33%
PT
380
Plimoth Trust
Massachusetts
$826K +$45.4K +200 +6%
HH
381
Hilltop Holdings
Texas
$820K +$26.1K +115 +3%
AIS
382
American Investment Services
Massachusetts
$817K – – –
ATC
383
Argent Trust Co
Tennessee
$811K +$811K +3,580 New
OIA
384
OneDigital Investment Advisors
Kansas
$810K -$77.1K -336 -9%
Diamond Hill Capital Management
385
Diamond Hill Capital Management
Ohio
$800K -$109K -482 -12%
PP
386
Prudential plc
United Kingdom
$795K -$22.7K -100 -3%
UH
387
Unigestion Holding
Switzerland
$794K +$794K +3,500 New
GCA
388
Gideon Capital Advisors
New York
$787K +$291K +1,283 +59%
BG
389
Bahl & Gaynor
Ohio
$771K -$488K -2,151 -39%
FMBTD
390
First Midwest Bank Trust Division
Illinois
$767K -$454 -2 -0.1%
SNT
391
Security National Trust
West Virginia
$762K -$4.54K -20 -0.6%
MMG
392
Monetary Management Group
Missouri
$755K +$619K +2,730 +455%
BIM
393
Bridges Investment Management
Nebraska
$731K +$78K +344 +12%
LW
394
Linscomb Wealth
Texas
$725K – – –
VFA
395
Voya Financial Advisors
Connecticut
$720K +$109K +478 +18%
William Blair & Company
396
William Blair & Company
Illinois
$712K -$51K -225 -7%
GTAM
397
Global Trust Asset Management
Florida
$691K – – –
SPIA
398
Steward Partners Investment Advisory
New York
$674K -$134K -591 -17%
Qube Research & Technologies (QRT)
399
Qube Research & Technologies (QRT)
United Kingdom
$674K +$674K +2,971 New
GBT
400
Grove Bank & Trust
Florida
$667K +$24.3K +107 +4%
14 15
16
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