We are live on ! Find out more
PSA icon

Public Storage

673 hedge funds and large institutions have $29.7B invested in Public Storage in 2017 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 257 increasing their positions, 205 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 58

25% more repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 205

7% more funds holding

Funds holding: 628673 (+45)

0.73% more ownership

Funds ownership: 81.04%81.77% (+0.73%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

1% less capital invested

Capital invested by funds: $30.2B → $29.7B (-$440M)

10% less call options, than puts

Call options by funds: $124M | Put options by funds: $138M

Holders
673
Holders Change
+45
Holders Change %
+7.17%
% of All Funds
15.26%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
107
Increased
257
Reduced
205
Closed
58
Calls
$124M
Puts
$138M
Net Calls
-$14M
Net Calls Change
+$21.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
401
Transamerica Financial Advisors
Florida
$602K -$10.1K -48 -2%
SGI
402
Summit Global Investments
Utah
$601K -$486K -2,301 -44%
RWM
403
Ritholtz Wealth Management
New York
$596K +$602K +2,850 New
JIC
404
Johnson Investment Counsel
Ohio
$593K -$162K -768 -21%
FAAS
405
First Allied Advisory Services
California
$590K -$229K -1,083 -28%
GTAM
406
Global Trust Asset Management
Florida
$575K +$581K +2,750 New
HH
407
Hilltop Holdings
Texas
$573K +$94.3K +446 +19%
WG
408
Winton Group
United Kingdom
$570K -$447K -2,114 -44%
BFC
409
Blue Fin Capital
Rhode Island
$565K -$122K -575 -18%
CA
410
Cetera Advisors
Colorado
$560K -$90.9K -430 -14%
SIC
411
SFE Investment Counsel
California
$558K
Assenagon Asset Management
412
Assenagon Asset Management
Luxembourg
$557K +$231K +1,093 +70%
GWM
413
Geneos Wealth Management
Colorado
$542K -$40.2K -190 -7%
FCMT
414
Founders Capital Management (Texas)
Texas
$538K
SWM
415
SeaCrest Wealth Management
New York
$538K +$544K +2,575 New
MCA
416
Morris Capital Advisors
Pennsylvania
$536K +$55.8K +264 +11%
GBT
417
Grove Bank & Trust
Florida
$534K +$4.44K +21 +0.8%
EWM
418
Evercore Wealth Management
New York
$532K -$32.1K -152 -6%
BTIS
419
BB&T Investment Services
North Carolina
$518K +$153K +726 +42%
O
420
OppenheimerFunds
New York
$518K +$157K +744 +43%
ACC
421
Accident Compensation Corp
New Zealand
$515K -$824K -3,900 -61%
BOH
422
Bank of Hawaii
Hawaii
$515K -$5.71K -27 -1%
ST
423
Spinnaker Trust
Maine
$511K
LS
424
Livforsakringsbolaget Skandia
Sweden
$506K -$84.5K -400 -14%
CBU
425
CIBC Bank USA
Illinois
$506K +$32.8K +155 +7%