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Public Storage

792 hedge funds and large institutions have $31.9B invested in Public Storage in 2020 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 256 increasing their positions, 259 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 49

9% more funds holding

Funds holding: 727792 (+65)

2% more capital invested

Capital invested by funds: $31.4B → $31.9B (+$530M)

1% less repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 259

3% less call options, than puts

Call options by funds: $94.9M | Put options by funds: $97.6M

1.71% less ownership

Funds ownership: 80.71%79.01% (-1.7%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
792
Holders Change
+65
Holders Change %
+8.94%
% of All Funds
14.02%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.19%
New
125
Increased
256
Reduced
259
Closed
49
Calls
$94.9M
Puts
$97.6M
Net Calls
-$2.77M
Net Calls Change
+$17.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CCP
376
Corient Capital Partners
California
$1.1M +$229K +997 +26%
LP
377
LMR Partners
United Kingdom
$1.1M +$1.09M +4,754 New
FWIA
378
Fort Washington Investment Advisors
Ohio
$1.08M -$183K -800 -15%
CAM
379
Columbia Asset Management
Michigan
$1.08M -$88.3K -385 -8%
E
380
Ergoteles
New York
$1.06M +$1.05M +4,587 New
AII
381
AGF Investments Inc
Ontario, Canada
$1.05M -$278K -1,214 -21%
BC
382
Brookfield Corp
Ontario, Canada
$1.02M +$1.01M +4,422 New
SNT
383
Security National Trust
West Virginia
$1.02M +$44.7K +195 +5%
CAN
384
Cetera Advisor Networks
California
$998K -$103K -449 -9%
SIAP
385
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$997K +$458 +2 +0%
BCWM
386
Bartlett & Co Wealth Management
Ohio
$990K -$298K -1,300 -23%
BC
387
Bartlett & Co
Ohio
$990K -$298K -1,300 -23%
HPCM
388
Hunter Perkins Capital Management
Illinois
$970K +$963K +4,200 New
KRSITF
389
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$946K +$26.1K +114 +3%
HFAS
390
Hummer Financial Advisory Services
Illinois
$942K -$45.8K -200 -5%
AMI
391
Amica Mutual Insurance
Rhode Island
$931K -$394K -1,718 -30%
MLL
392
Moody Lynn & Lieberson
Massachusetts
$924K
CII
393
Capital International Inc
California
$920K
WCF
394
West Coast Financial
California
$918K -$51.1K -223 -5%
BSW
395
Buckingham Strategic Wealth
Missouri
$914K +$68.8K +300 +8%
SPIA
396
Steward Partners Investment Advisory
New York
$893K +$549K +2,395 +163%
CA
397
Cornerstone Advisory
Maryland
$892K
Mercer Global Advisors
398
Mercer Global Advisors
Colorado
$888K -$112K -487 -11%
PA
399
Profund Advisors
Maryland
$880K +$2.98K +13 +0.3%
CG
400
Colony Group
Massachusetts
$879K -$71.3K -311 -8%

PSA Hedge Fund Activity: Q4 2020 in Review

792 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q4 2020, worth a combined $31.9B — up 1.7% from $31.4B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new PSA positions and 49 closed out — a net gain of 76 holders — while 256 added to existing stakes and 259 trimmed.

The largest buyer was Canada Pension Plan Investment Board, adding an estimated $158M. The largest seller was Capital International Investors, cutting an estimated $344M.

  • 792 institutional investors held Public Storage (PSA) as of Q4 2020, up from 727 in Q3 2020.
  • Funds reported $31.9B of Public Storage stock for Q4 2020, up 1.7% quarter-over-quarter.
  • 125 funds opened new Public Storage positions in Q4 2020 and 49 closed out, a net change of +76 holders.
  • The largest Public Storage buyer in Q4 2020 was Canada Pension Plan Investment Board, an estimated $158M added.
  • The largest Public Storage seller in Q4 2020 was Capital International Investors, an estimated $344M sold.

Based on aggregated 13F filings for Q4 2020.