We are live on ! Find out more
PSA icon

Public Storage

726 hedge funds and large institutions have $30.9B invested in Public Storage in 2019 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 273 increasing their positions, 230 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $183M | Put options by funds: $107M

48% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 58

19% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 230

8% more capital invested

Capital invested by funds: $28.5B → $30.9B (+$2.36B)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

3% more funds holding

Funds holding: 705726 (+21)

0.24% more ownership

Funds ownership: 81.14%81.38% (+0.24%)

Holders
726
Holders Change
+21
Holders Change %
+2.98%
% of All Funds
15.71%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.32%
New
86
Increased
273
Reduced
230
Closed
58
Calls
$183M
Puts
$107M
Net Calls
+$75.6M
Net Calls Change
+$46.2M
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
376
Donaldson Capital Management
Indiana
$911K -$178K -850 -17%
FHB
377
First Hawaiian Bank
Hawaii
$897K +$288K +1,375 +50%
CI
378
Conning Inc
Connecticut
$893K -$20.9K -100 -2%
MLL
379
Moody Lynn & Lieberson
Massachusetts
$871K
LOAMS
380
Lombard Odier Asset Management (Switzerland)
Switzerland
$855K
SC
381
Sawyer & Company
Massachusetts
$850K +$5.23K +25 +0.6%
HF
382
HRT Financial
New York
$838K +$206K +986 +34%
CCM
383
Cadence Capital Management
Massachusetts
$835K -$101K -481 -11%
NIT
384
NumerixS Investment Technologies
British Columbia, Canada
$832K +$732K +3,500 +1,167%
Simplex Trading
385
Simplex Trading
Illinois
$832K +$800K +3,821 New
PT
386
Plimoth Trust
Massachusetts
$828K +$14.6K +70 +2%
FMBTD
387
First Midwest Bank Trust Division
Illinois
$822K +$75.5K +361 +11%
WCF
388
West Coast Financial
California
$813K -$8.37K -40 -1%
LHC
389
Little House Capital
Massachusetts
$797K +$49.6K +237 +7%
MMA
390
Miracle Mile Advisors
California
$796K +$764K +3,653 New
SS
391
Simplicity Solutions
Minnesota
$795K +$210K +1,004 +38%
UCFA
392
United Capital Financial Advisors
Texas
$790K +$7.95K +38 +1%
RCA
393
Rowland Carmichael Advisors
Arizona
$789K -$62.4K -298 -8%
OIA
394
OneDigital Investment Advisors
Kansas
$787K -$3.77K -18 -0.5%
ACC
395
Accident Compensation Corp
New Zealand
$784K +$753K +3,600 New
PFC
396
Phocas Financial Corp
California
$763K -$377K -1,800 -34%
ECM
397
Everence Capital Management
Indiana
$760K +$246K +1,175 +51%
CCM
398
Carderock Capital Management
Maryland
$758K -$32.4K -155 -4%
SIP
399
Stoneridge Investment Partners
Pennsylvania
$756K +$726K +3,471 New
PI
400
PHH Investments
Texas
$753K

PSA Hedge Fund Activity: Q1 2019 in Review

726 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q1 2019, worth a combined $30.9B — up 8.3% from $28.5B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new PSA positions and 58 closed out — a net gain of 28 holders — while 273 added to existing stakes and 230 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $764M. The largest seller was Capital World Investors, cutting an estimated $659M.

  • 726 institutional investors held Public Storage (PSA) as of Q1 2019, up from 705 in Q4 2018.
  • Funds reported $30.9B of Public Storage stock for Q1 2019, up 8.3% quarter-over-quarter.
  • 86 funds opened new Public Storage positions in Q1 2019 and 58 closed out, a net change of +28 holders.
  • The largest Public Storage buyer in Q1 2019 was Cohen & Steers, an estimated $764M added.
  • The largest Public Storage seller in Q1 2019 was Capital World Investors, an estimated $659M sold.

Based on aggregated 13F filings for Q1 2019.