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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
HPC
376
Hobart Private Capital
North Carolina
$838K -$26.3K -122 -3%
BA
377
Bridgewater Associates
Connecticut
$831K +$889K +4,121 New
V
378
Veritable
Delaware
$827K +$23.7K +110 +3%
MSE
379
MUFG Securities EMEA
United Kingdom
$819K +$840K +3,894 +2,318%
MLL
380
Moody Lynn & Lieberson
Massachusetts
$814K
VI
381
Versor Investments
New York
$807K +$863K +4,000 New
RCA
382
Rowland Carmichael Advisors
Arizona
$796K -$56.3K -261 -6%
UR
383
USCA RIA
Texas
$796K
CC
384
ClearArc Capital
Ohio
$787K +$20.1K +93 +2%
ATC
385
Argent Trust Co
Tennessee
$778K +$70.4K +326 +9%
WCF
386
West Coast Financial
California
$762K -$9.28K -43 -1%
TCM
387
Teza Capital Management
Illinois
$762K +$815K +3,777 New
CCM
388
Carderock Capital Management
Maryland
$755K -$6.47K -30 -0.8%
UCFA
389
United Capital Financial Advisors
Texas
$752K +$1.94K +9 +0.2%
CSS
390
Cubist Systematic Strategies
Connecticut
$741K +$793K +3,674 New
HFS
391
HL Financial Services
Kentucky
$733K -$21.8K -101 -3%
AIS
392
American Investment Services
Massachusetts
$726K
PT
393
Plimoth Trust
Massachusetts
$723K -$10.8K -50 -1%
OAM
394
Oppenheimer Asset Management
New York
$699K -$325K -1,508 -30%
FMBTD
395
First Midwest Bank Trust Division
Illinois
$672K -$10.6K -49 -1%
SNT
396
Security National Trust
West Virginia
$664K -$13.8K -64 -2%
HH
397
Hilltop Holdings
Texas
$654K -$79.4K -368 -10%
VFA
398
Voya Financial Advisors
Connecticut
$654K +$28.5K +132 +4%
LW
399
Linscomb Wealth
Texas
$645K
BDS
400
Banco de Sabadell
Florida
$634K +$683K +3,163 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.