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Public Storage

719 hedge funds and large institutions have $26.8B invested in Public Storage in 2020 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 255 increasing their positions, 258 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 82

0% less funds holding

Funds holding: 722719 (-3)

1% less repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 258

5% less capital invested

Capital invested by funds: $28.2B → $26.8B (-$1.39B)

1.17% less ownership

Funds ownership: 81.36%80.19% (-1.2%)

32% less call options, than puts

Call options by funds: $75.3M | Put options by funds: $111M

38% less funds holding in top 10

Funds holding in top 10: 1610 (-6)

Holders
719
Holders Change
-3
Holders Change %
-0.42%
% of All Funds
14.74%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.21%
New
85
Increased
255
Reduced
258
Closed
82
Calls
$75.3M
Puts
$111M
Net Calls
-$35.9M
Net Calls Change
+$67.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CII
376
Capital International Inc
California
$833K +$837K +4,340 New
GH
377
GAM Holding
Switzerland
$830K +$475K +2,461 +132%
HFAS
378
Hummer Financial Advisory Services
Illinois
$821K +$38.6K +200 +5%
CG
379
Colony Group
Massachusetts
$789K +$46.5K +241 +6%
WCF
380
West Coast Financial
California
$769K +$68.5K +355 +10%
BO
381
BRR OpCo
Ohio
$769K +$177K +918 +30%
MLL
382
Moody Lynn & Lieberson
Massachusetts
$768K
PA
383
Profund Advisors
Maryland
$766K -$75.8K -393 -9%
Mercer Global Advisors
384
Mercer Global Advisors
Colorado
$763K -$317K -1,643 -29%
SNT
385
Security National Trust
West Virginia
$756K +$24.1K +125 +3%
WA
386
WBH Advisory
Maryland
$744K -$6.75K -35 -0.9%
TMAM
387
Tokio Marine Asset Management
Japan
$744K
EW
388
Evoke Wealth
California
$739K -$251K -1,299 -25%
EOJOAM
389
E. Ohman J:or Asset Management
Sweden
$729K
FMBTD
390
First Midwest Bank Trust Division
Illinois
$720K +$15.6K +81 +2%
PI
391
Putnam Investments
Massachusetts
$716K -$67.7K -351 -9%
PAM
392
Paradigm Asset Management
New York
$712K -$57.9K -300 -7%
CCP
393
Corient Capital Partners
California
$711K +$473K +2,451 +195%
AF
394
Arrow Financial
New York
$710K
HTC
395
Haverford Trust Company
Pennsylvania
$710K
KRSITF
396
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$709K -$165K -857 -19%
Nomura Holdings
397
Nomura Holdings
Japan
$702K +$706K +3,658 New
TCM
398
Teza Capital Management
Illinois
$700K +$703K +3,646 New
BSW
399
Buckingham Strategic Wealth
Missouri
$696K +$700K +3,629 New
DPIM
400
Duff & Phelps Investment Management
Illinois
$691K -$772K -4,000 -53%

PSA Hedge Fund Activity: Q2 2020 in Review

719 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q2 2020, worth a combined $26.8B — down 4.9% from $28.2B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new PSA positions and 82 closed out — a net gain of 3 holders — while 255 added to existing stakes and 258 trimmed.

The largest buyer was Capital International Investors, adding an estimated $398M. The largest seller was Victory Capital Management, cutting an estimated $237M.

  • 719 institutional investors held Public Storage (PSA) as of Q2 2020, down from 722 in Q1 2020.
  • Funds reported $26.8B of Public Storage stock for Q2 2020, down 4.9% quarter-over-quarter.
  • 85 funds opened new Public Storage positions in Q2 2020 and 82 closed out, a net change of +3 holders.
  • The largest Public Storage buyer in Q2 2020 was Capital International Investors, an estimated $398M added.
  • The largest Public Storage seller in Q2 2020 was Victory Capital Management, an estimated $237M sold.

Based on aggregated 13F filings for Q2 2020.