We are live on ! Find out more
PSA icon

Public Storage

739 hedge funds and large institutions have $34.5B invested in Public Storage in 2019 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 279 increasing their positions, 228 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 45

90% more call options, than puts

Call options by funds: $325M | Put options by funds: $171M

22% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 228

6% more funds holding

Funds holding: 699739 (+40)

1% more capital invested

Capital invested by funds: $34B → $34.5B (+$481M)

1.35% less ownership

Funds ownership: 81.88%80.53% (-1.3%)

25% less funds holding in top 10

Funds holding in top 10: 1612 (-4)

Holders
739
Holders Change
+40
Holders Change %
+5.72%
% of All Funds
16.21%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.26%
New
89
Increased
279
Reduced
228
Closed
45
Calls
$325M
Puts
$171M
Net Calls
+$154M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AP
401
Advisor Partners
California
$855K +$104K +415 +14%
CCM
402
Carderock Capital Management
Maryland
$852K
BS
403
Banco Santander
Spain
$846K +$866K +3,450 New
RCA
404
Rowland Carmichael Advisors
Arizona
$839K -$58.5K -233 -6%
PFC
405
Phocas Financial Corp
California
$837K -$22.6K -90 -3%
Acadian Asset Management
406
Acadian Asset Management
Massachusetts
$835K +$399K +1,591 +88%
CCM
407
Cadence Capital Management
Massachusetts
$815K +$18.3K +73 +2%
CI Investments Inc
408
CI Investments Inc
Ontario, Canada
$815K +$196K +782 +31%
MC
409
Machina Capital
France
$812K +$832K +3,312 New
ACC
410
Accident Compensation Corp
New Zealand
$809K +$75.3K +300 +10%
Northwestern Mutual Wealth Management
411
Northwestern Mutual Wealth Management
Wisconsin
$797K +$38.9K +155 +5%
BFM
412
Boothbay Fund Management
New York
$778K +$199K +793 +33%
TMAM
413
Tokio Marine Asset Management
Japan
$776K +$395K +1,573 +99%
LW
414
Linscomb Wealth
Texas
$764K
TA
415
Thor Advisors
New York
$756K +$774K +3,084 New
Janney Montgomery Scott
416
Janney Montgomery Scott
Pennsylvania
$750K +$61.8K +246 +9%
CIC
417
Carnegie Investment Counsel
Ohio
$747K +$12.6K +50 +2%
William Blair & Company
418
William Blair & Company
Illinois
$746K -$10.8K -43 -1%
RJT
419
Raymond James Trust
Florida
$742K -$62.5K -249 -8%
AIS
420
American Investment Services
Massachusetts
$729K -$62.5K -249 -8%
DLHL
421
Donald L. Hagan LLC
Florida
$725K -$809K -3,221 -52%
OIA
422
OneDigital Investment Advisors
Kansas
$724K +$741K +2,953 New
UCFA
423
United Capital Financial Advisors
Texas
$703K -$271K -1,080 -27%
BCP
424
Blue Chip Partners
Michigan
$702K +$15.8K +63 +2%
II
425
Inspire Investing
Idaho
$698K +$58.5K +233 +9%

PSA Hedge Fund Activity: Q3 2019 in Review

739 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q3 2019, worth a combined $34.5B — up 1.4% from $34B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new PSA positions and 45 closed out — a net gain of 44 holders — while 279 added to existing stakes and 228 trimmed.

The largest buyer was Bank of America, adding an estimated $327M. The largest seller was Cohen & Steers, cutting an estimated $1.05B.

  • 739 institutional investors held Public Storage (PSA) as of Q3 2019, up from 699 in Q2 2019.
  • Funds reported $34.5B of Public Storage stock for Q3 2019, up 1.4% quarter-over-quarter.
  • 89 funds opened new Public Storage positions in Q3 2019 and 45 closed out, a net change of +44 holders.
  • The largest Public Storage buyer in Q3 2019 was Bank of America, an estimated $327M added.
  • The largest Public Storage seller in Q3 2019 was Cohen & Steers, an estimated $1.05B sold.

Based on aggregated 13F filings for Q3 2019.