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Public Storage

723 hedge funds and large institutions have $28.2B invested in Public Storage in 2020 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 240 increasing their positions, 293 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more funds holding in top 10

Funds holding in top 10: 716 (+9)

1.79% more ownership

Funds ownership: 79.56%81.36% (+1.8%)

5% less capital invested

Capital invested by funds: $29.6B → $28.2B (-$1.36B)

4% less funds holding

Funds holding: 756723 (-33)

18% less repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 293

25% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 95

58% less call options, than puts

Call options by funds: $75.5M | Put options by funds: $179M

Holders
723
Holders Change
-33
Holders Change %
-4.37%
% of All Funds
15.93%
Holding in Top 10
16
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+128.57%
% of All Funds
0.35%
New
71
Increased
240
Reduced
293
Closed
95
Calls
$75.5M
Puts
$179M
Net Calls
-$103M
Net Calls Change
-$235M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
376
Private Advisor Group
New Jersey
$832K +$390K +1,821 +77%
LHC
377
Little House Capital
Massachusetts
$825K -$22.7K -106 -2%
PI
378
Putnam Investments
Massachusetts
$811K -$105K -492 -11%
HFAS
379
Hummer Financial Advisory Services
Illinois
$810K +$21.4K +100 +3%
PAM
380
Paradigm Asset Management
New York
$796K
PP
381
Paloma Partners
Connecticut
$793K -$1.2M -5,598 -58%
V
382
Veritable
Delaware
$774K -$43.7K -204 -5%
TMAM
383
Tokio Marine Asset Management
Japan
$770K -$446K -2,084 -35%
CG
384
Colony Group
Massachusetts
$769K +$520K +2,427 +168%
Voloridge Investment Management
385
Voloridge Investment Management
Florida
$768K -$11.9M -55,594 -93%
SNT
386
Security National Trust
West Virginia
$758K +$7.5K +35 +0.9%
EOJOAM
387
E. Ohman J:or Asset Management
Sweden
$755K -$85.7K -400 -10%
HTC
388
Haverford Trust Company
Pennsylvania
$735K -$25.7K -120 -3%
AF
389
Arrow Financial
New York
$735K
FMBTD
390
First Midwest Bank Trust Division
Illinois
$729K -$39.8K -186 -5%
WCF
391
West Coast Financial
California
$726K
DI
392
Diligent Investors
California
$713K -$42.8K -200 -5%
CAM
393
Columbia Asset Management
Michigan
$709K +$261K +1,220 +52%
IRF
394
IBM Retirement Fund
New York
$693K +$285K +1,329 +62%
ATPW
395
Ashton Thomas Private Wealth
Arizona
$686K -$14.1K -66 -2%
DLHL
396
Donald L. Hagan LLC
Florida
$684K -$20.3K -95 -3%
MWM
397
MinichMacGregor Wealth Management
New York
$684K +$750K +3,500 New
SAMC
398
Spectrum Asset Management (California)
California
$682K +$736K +3,435 New
Parallax Volatility Advisers
399
Parallax Volatility Advisers
California
$681K -$625K -2,919 -46%
LNWWM
400
Laird Norton Wetherby Wealth Management
California
$679K +$187K +873 +34%

PSA Hedge Fund Activity: Q1 2020 in Review

723 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q1 2020, worth a combined $28.2B — down 4.6% from $29.6B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of PSA and 71 opened new positions — a net loss of 24 holders — while 293 trimmed existing stakes and 240 added.

The largest buyer was Cohen & Steers, adding an estimated $632M. The largest seller was Parnassus Investments, cutting an estimated $253M.

  • 723 institutional investors held Public Storage (PSA) as of Q1 2020, down from 756 in Q4 2019.
  • Funds reported $28.2B of Public Storage stock for Q1 2020, down 4.6% quarter-over-quarter.
  • 71 funds opened new Public Storage positions in Q1 2020 and 95 closed out, a net change of -24 holders.
  • The largest Public Storage buyer in Q1 2020 was Cohen & Steers, an estimated $632M added.
  • The largest Public Storage seller in Q1 2020 was Parnassus Investments, an estimated $253M sold.

Based on aggregated 13F filings for Q1 2020.