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Public Storage

628 hedge funds and large institutions have $29.3B invested in Public Storage in 2017 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 253 increasing their positions, 213 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 213

5% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 65

0.5% more ownership

Funds ownership: 80.39%80.89% (+0.5%)

1% less funds holding

Funds holding: 632628 (-4)

4% less capital invested

Capital invested by funds: $30.5B → $29.3B (-$1.19B)

37% less call options, than puts

Call options by funds: $68.8M | Put options by funds: $109M

44% less funds holding in top 10

Funds holding in top 10: 1810 (-8)

Holders
628
Holders Change
-4
Holders Change %
-0.63%
% of All Funds
15.66%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.25%
New
68
Increased
253
Reduced
213
Closed
65
Calls
$68.8M
Puts
$109M
Net Calls
-$40.5M
Net Calls Change
-$5.23M
Name Holding Trade Value Shares
Change
Change in
Stake
Verition Fund Management
401
Verition Fund Management
Connecticut
$529K -$745K -3,463 -58%
CSS
402
Cubist Systematic Strategies
Connecticut
$527K -$53.3K -248 -9%
CAM
403
Concorde Asset Management
Michigan
$523K +$1.72K +8 +0.3%
KI
404
Koch Industries
Kansas
$523K +$313K +1,455 +138%
Assenagon Asset Management
405
Assenagon Asset Management
Luxembourg
$515K +$222K +1,033 +72%
SGI
406
Summit Global Investments
Utah
$513K -$1.09M -5,080 -67%
M
407
MOTCO
Texas
$509K +$63.4K +295 +14%
Truist Financial
408
Truist Financial
North Carolina
$509K +$525K +2,441 New
AAM
409
AR Asset Management
California
$498K
SCCM
410
Schafer Cullen Capital Management
New York
$496K
MCA
411
Morris Capital Advisors
Pennsylvania
$487K -$5.59K -26 -1%
DC
412
Davenport & Co
Virginia
$482K +$55.9K +260 +13%
LAIC
413
Lederer & Associates Investment Counsel
California
$469K -$30.1K -140 -6%
MAM
414
Mastrapasqua Asset Management
Tennessee
$467K +$33.3K +155 +7%
FI
415
FormulaFolio Investments
Michigan
$465K +$77.4K +360 +19%
AP
416
Advisor Partners
California
$460K -$116K -538 -20%
SWP
417
Stratos Wealth Partners
Ohio
$452K +$60.6K +282 +15%
BCP
418
Blue Chip Partners
Michigan
$430K +$97K +451 +28%
TU
419
TDAM USA
Ontario, Canada
$427K +$443K +2,059 New
IC
420
Intersect Capital
California
$424K
IFB
421
iAB Financial Bank
Indiana
$417K
FRM
422
Fox Run Management
Connecticut
$417K +$430K +2,000 New
SG
423
StoneX Group
New York
$415K +$427K +1,988 New
NPC
424
National Planning Corporation
California
$406K -$97.4K -453 -19%
KIA
425
KCM Investment Advisors
California
$405K -$21.5K -100 -5%

PSA Hedge Fund Activity: Q2 2017 in Review

628 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q2 2017, worth a combined $29.3B — down 3.9% from $30.5B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new PSA positions and 65 closed out — a net gain of 3 holders — while 253 added to existing stakes and 213 trimmed.

The largest buyer was Capital World Investors, adding an estimated $419M. The largest seller was Cohen & Steers, cutting an estimated $462M.

  • 628 institutional investors held Public Storage (PSA) as of Q2 2017, down from 632 in Q1 2017.
  • Funds reported $29.3B of Public Storage stock for Q2 2017, down 3.9% quarter-over-quarter.
  • 68 funds opened new Public Storage positions in Q2 2017 and 65 closed out, a net change of +3 holders.
  • The largest Public Storage buyer in Q2 2017 was Capital World Investors, an estimated $419M added.
  • The largest Public Storage seller in Q2 2017 was Cohen & Steers, an estimated $462M sold.

Based on aggregated 13F filings for Q2 2017.