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Public Storage

683 hedge funds and large institutions have $28.6B invested in Public Storage in 2018 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 223 increasing their positions, 275 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.91% less ownership

Funds ownership: 82.1%81.19% (-0.91%)

2% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 55

2% less call options, than puts

Call options by funds: $64.2M | Put options by funds: $65.7M

1% less funds holding

Funds holding: 692683 (-9)

12% less capital invested

Capital invested by funds: $32.3B → $28.6B (-$3.74B)

19% less repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 275

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

Holders
683
Holders Change
-9
Holders Change %
-1.3%
% of All Funds
15.61%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.21%
New
54
Increased
223
Reduced
275
Closed
55
Calls
$64.2M
Puts
$65.7M
Net Calls
-$1.48M
Net Calls Change
+$303M
Name Holding Trade Value Shares
Change
Change in
Stake
Diamond Hill Capital Management
401
Diamond Hill Capital Management
Ohio
$625K -$91.5K -424 -12%
GTAM
402
Global Trust Asset Management
Florida
$613K -$1.73K -8 -0.3%
William Blair & Company
403
William Blair & Company
Illinois
$607K -$27.4K -127 -4%
PI
404
PHH Investments
Texas
$594K
BG
405
Bahl & Gaynor
Ohio
$587K -$105K -487 -14%
GBT
406
Grove Bank & Trust
Florida
$582K -$11.4K -53 -2%
Victory Capital Management
407
Victory Capital Management
Texas
$578K -$9.06K -42 -1%
OFS
408
Orrstown Financial Services
Pennsylvania
$574K -$8.63K -40 -1%
BCM
409
BlueCrest Capital Management
Jersey
$572K -$2.43M -11,273 -80%
NIM
410
NuWave Investment Management
New Jersey
$572K +$611K +2,832 +47,200%
KRSITF
411
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$571K +$1.94K +9 +0.3%
LNWWM
412
Laird Norton Wetherby Wealth Management
California
$559K -$11.2K -52 -2%
LGC
413
Laurel Grove Capital
California
$554K
BCP
414
Blue Chip Partners
Michigan
$554K +$121K +560 +26%
HAM
415
Highstreet Asset Management
Ontario, Canada
$551K
AIP
416
Ameritas Investment Partners
Nebraska
$550K -$26.8K -124 -4%
SPIA
417
Steward Partners Investment Advisory
New York
$549K -$52.9K -245 -8%
FHB
418
First Hawaiian Bank
Hawaii
$545K +$313K +1,452 +116%
PP
419
Prudential plc
United Kingdom
$544K -$174K -804 -23%
DIA
420
Dean Investment Associates
Ohio
$539K -$15.3K -71 -3%
SIC
421
SFE Investment Counsel
California
$538K
FNT
422
First Nebraska Trust
Nebraska
$537K
LC
423
Lourd Capital
California
$529K +$567K +2,625 New
CA
424
Cetera Advisors
Colorado
$520K +$73.2K +339 +15%
MCA
425
Morris Capital Advisors
Pennsylvania
$511K +$5.4K +25 +1%

PSA Hedge Fund Activity: Q3 2018 in Review

683 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q3 2018, worth a combined $28.6B — down 12% from $32.3B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of PSA and 54 opened new positions — a net loss of 1 holder — while 275 trimmed existing stakes and 223 added.

The largest buyer was Jupiter Investment Management, adding an estimated $146M. The largest seller was Capital World Investors, cutting an estimated $240M.

  • 683 institutional investors held Public Storage (PSA) as of Q3 2018, down from 692 in Q2 2018.
  • Funds reported $28.6B of Public Storage stock for Q3 2018, down 12% quarter-over-quarter.
  • 54 funds opened new Public Storage positions in Q3 2018 and 55 closed out, a net change of -1 holder.
  • The largest Public Storage buyer in Q3 2018 was Jupiter Investment Management, an estimated $146M added.
  • The largest Public Storage seller in Q3 2018 was Capital World Investors, an estimated $240M sold.

Based on aggregated 13F filings for Q3 2018.