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Public Storage

699 hedge funds and large institutions have $34B invested in Public Storage in 2019 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 262 increasing their positions, 250 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $268M | Put options by funds: $130M

10% more capital invested

Capital invested by funds: $30.9B → $34B (+$3.09B)

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

5% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 250

0.5% more ownership

Funds ownership: 81.38%81.88% (+0.5%)

4% less funds holding

Funds holding: 726699 (-27)

25% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 72

Holders
699
Holders Change
-27
Holders Change %
-3.72%
% of All Funds
15.18%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.35%
New
54
Increased
262
Reduced
250
Closed
72
Calls
$268M
Puts
$130M
Net Calls
+$137M
Net Calls Change
+$61.8M
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
376
Donaldson Capital Management
Indiana
$833K -$157K -685 -16%
ECM
377
Everence Capital Management
Indiana
$831K
CCM
378
Carderock Capital Management
Maryland
$827K -$1.83K -8 -0.2%
Mariner
379
Mariner
Kansas
$799K +$229 +1 +0%
RJT
380
Raymond James Trust
Florida
$780K -$35.1K -153 -4%
CCM
381
Cadence Capital Management
Massachusetts
$774K -$134K -585 -15%
AIS
382
American Investment Services
Massachusetts
$767K
FHB
383
First Hawaiian Bank
Hawaii
$752K -$220K -960 -23%
TSS
384
Two Sigma Securities
New York
$750K +$218K +950 +43%
CF
385
Centaurus Financial
California
$746K +$564K +2,461 +366%
KRSITF
386
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$745K +$33.5K +146 +5%
LW
387
Linscomb Wealth
Texas
$742K -$14.7K -64 -2%
Northwestern Mutual Wealth Management
388
Northwestern Mutual Wealth Management
Wisconsin
$737K +$198K +863 +39%
William Blair & Company
389
William Blair & Company
Illinois
$735K -$26.8K -117 -4%
MWM
390
Mission Wealth Management
California
$734K +$707K +3,084 New
AP
391
Advisor Partners
California
$731K +$38.8K +169 +6%
ACC
392
Accident Compensation Corp
New Zealand
$715K -$138K -600 -17%
CIC
393
Carnegie Investment Counsel
Ohio
$714K
O
394
Ossiam
France
$709K +$100K +436 +17%
ZCA
395
Zeke Capital Advisors
Pennsylvania
$703K -$107K -466 -14%
SPC
396
Sigma Planning Corp
Michigan
$702K +$113K +493 +20%
MIH
397
Meitav Investment House
Israel
$696K +$673K +2,936 New
1WA
398
180 Wealth Advisors
Washington
$684K +$636K +2,775 New
SCCM
399
Schafer Cullen Capital Management
New York
$679K
GTAM
400
Global Trust Asset Management
Florida
$678K -$1.15K -5 -0.2%

PSA Hedge Fund Activity: Q2 2019 in Review

699 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q2 2019, worth a combined $34B — up 10% from $30.9B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of PSA and 54 opened new positions — a net loss of 18 holders — while 250 trimmed existing stakes and 262 added.

The largest buyer was Cohen & Steers, adding an estimated $491M. The largest seller was PGGM Investments, cutting an estimated $216M.

  • 699 institutional investors held Public Storage (PSA) as of Q2 2019, down from 726 in Q1 2019.
  • Funds reported $34B of Public Storage stock for Q2 2019, up 10% quarter-over-quarter.
  • 54 funds opened new Public Storage positions in Q2 2019 and 72 closed out, a net change of -18 holders.
  • The largest Public Storage buyer in Q2 2019 was Cohen & Steers, an estimated $491M added.
  • The largest Public Storage seller in Q2 2019 was PGGM Investments, an estimated $216M sold.

Based on aggregated 13F filings for Q2 2019.