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Public Storage

632 hedge funds and large institutions have $30.5B invested in Public Storage in 2017 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 248 increasing their positions, 215 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 49

15% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 215

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

2% more funds holding

Funds holding: 621632 (+11)

1.11% more ownership

Funds ownership: 79.28%80.39% (+1.1%)

1% less capital invested

Capital invested by funds: $30.7B → $30.5B (-$202M)

27% less call options, than puts

Call options by funds: $93.5M | Put options by funds: $129M

Holders
632
Holders Change
+11
Holders Change %
+1.77%
% of All Funds
15.73%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.45%
New
68
Increased
248
Reduced
215
Closed
49
Calls
$93.5M
Puts
$129M
Net Calls
-$35.3M
Net Calls Change
+$29.6M
Name Holding Trade Value Shares
Change
Change in
Stake
ICM
401
IronBridge Capital Management
Illinois
$539K +$242K +1,094 +80%
CWM
402
Concert Wealth Management
California
$538K
RJT
403
Raymond James Trust
Florida
$533K -$66.7K -301 -11%
SWM
404
Segment Wealth Management
Texas
$528K +$1.11K +5 +0.2%
AAM
405
AR Asset Management
California
$523K
LAIC
406
Lederer & Associates Investment Counsel
California
$523K +$1.11K +5 +0.2%
NPC
407
National Planning Corporation
California
$521K -$32.8K -148 -6%
SCCM
408
Schafer Cullen Capital Management
New York
$521K
NFA
409
Nuveen Fund Advisors
Illinois
$517K -$42.7K -193 -8%
MCA
410
Morris Capital Advisors
Pennsylvania
$517K -$7.53K -34 -1%
EP
411
Edgestream Partners
New Jersey
$514K +$520K +2,347 New
UB
412
UMB Bank
Missouri
$512K -$335K -1,513 -39%
VanEck Associates
413
VanEck Associates
New York
$509K +$35.7K +161 +7%
JMPWA
414
JP Morgan Private Wealth Advisors
California
$508K -$366K -1,653 -42%
FBFS
415
First Business Financial Services
Wisconsin
$503K +$509K +2,298 New
Tudor Investment Corp
416
Tudor Investment Corp
Connecticut
$500K +$506K +2,284 New
TMAM
417
Tokio Marine Asset Management
Japan
$487K -$126K -568 -20%
ARMT
418
Amica Retiree Medical Trust
Rhode Island
$486K +$111K +501 +29%
ECM
419
Everence Capital Management
Indiana
$483K
Brown Advisory
420
Brown Advisory
Maryland
$483K +$233K +1,053 +91%
IRF
421
IBM Retirement Fund
New York
$481K -$2.71M -12,215 -88%
PAM
422
Princeton Alpha Management
New Jersey
$475K +$480K +2,169 New
IH
423
IFC Holdings
Florida
$471K -$4.65K -21 -1%
M
424
MOTCO
Texas
$470K +$27.9K +126 +6%
MML Investors Services
425
MML Investors Services
Massachusetts
$470K +$476K +2,149 New

PSA Hedge Fund Activity: Q1 2017 in Review

632 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q1 2017, worth a combined $30.5B — down 0.66% from $30.7B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new PSA positions and 49 closed out — a net gain of 19 holders — while 248 added to existing stakes and 215 trimmed.

The largest buyer was BlackRock, adding an estimated $3.02B. The largest seller was Fidelity Investments, cutting an estimated $220M.

  • 632 institutional investors held Public Storage (PSA) as of Q1 2017, up from 621 in Q4 2016.
  • Funds reported $30.5B of Public Storage stock for Q1 2017, down 0.66% quarter-over-quarter.
  • 68 funds opened new Public Storage positions in Q1 2017 and 49 closed out, a net change of +19 holders.
  • The largest Public Storage buyer in Q1 2017 was BlackRock, an estimated $3.02B added.
  • The largest Public Storage seller in Q1 2017 was Fidelity Investments, an estimated $220M sold.

Based on aggregated 13F filings for Q1 2017.