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Public Storage

628 hedge funds and large institutions have $30.2B invested in Public Storage in 2017 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 241 increasing their positions, 220 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 57

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

10% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 220

3% more capital invested

Capital invested by funds: $29.3B → $30.2B (+$841M)

0.15% more ownership

Funds ownership: 80.89%81.04% (+0.15%)

0% more funds holding

Funds holding: 628628 (0)

27% less call options, than puts

Call options by funds: $93.7M | Put options by funds: $129M

Holders
628
Holders Change
Holders Change %
0%
% of All Funds
15.66%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.27%
New
65
Increased
241
Reduced
220
Closed
57
Calls
$93.7M
Puts
$129M
Net Calls
-$35.4M
Net Calls Change
+$5.15M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
426
Merriman Wealth Management
Washington
$412K +$1.24K +6 +0.3%
NPC
427
National Planning Corporation
California
$409K
SF
428
Synovus Financial
Georgia
$404K -$165K -799 -30%
EHC
429
Everett Harris & Co
California
$402K
CFMC
430
Curbstone Financial Management Corp
New Hampshire
$401K +$387K +1,872 New
PIM
431
Penobscot Investment Management
Massachusetts
$397K +$14.5K +70 +4%
CTA
432
Chesley Taft & Associates
Illinois
$395K
VIA
433
Vident Investment Advisory
Georgia
$394K +$381K +1,845 New
AP
434
Advisor Partners
California
$385K -$83.9K -406 -18%
CCG
435
Cypress Capital Group
Florida
$382K +$21.7K +105 +6%
LOAME
436
Lombard Odier Asset Management (Europe)
United Kingdom
$381K
BTIS
437
BB&T Investment Services
North Carolina
$381K +$157K +761 +79%
FHB
438
First Hawaiian Bank
Hawaii
$379K +$1.45K +7 +0.4%
O
439
OppenheimerFunds
New York
$371K +$15.9K +77 +5%
LNC
440
Lincoln National Corp
Pennsylvania
$369K +$1.24K +6 +0.3%
SAM
441
Summit Asset Management
Tennessee
$368K
FRM
442
Fox Run Management
Connecticut
$364K -$62K -300 -15%
PL
443
Perpetual Ltd
Australia
$362K -$554K -2,681 -61%
MYLI
444
Meiji Yasuda Life Insurance
Japan
$362K
WAM
445
Weatherly Asset Management
California
$360K
MBTD
446
Mechanics Bank - Trust Department
California
$359K
Diamond Hill Capital Management
447
Diamond Hill Capital Management
Ohio
$353K -$3.72K -18 -1%
CIC
448
Carnegie Investment Counsel
Ohio
$347K +$15.5K +75 +5%
MGIA
449
Moneta Group Investment Advisors
Missouri
$346K
CCM
450
Catawba Capital Management
Virginia
$346K +$77.5K +375 +30%

PSA Hedge Fund Activity: Q3 2017 in Review

628 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q3 2017, worth a combined $30.2B — up 2.9% from $29.3B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new PSA positions and 57 closed out — a net gain of 8 holders — while 241 added to existing stakes and 220 trimmed.

The largest buyer was Capital World Investors, adding an estimated $633M. The largest seller was Fidelity Investments, cutting an estimated $297M.

  • 628 institutional investors held Public Storage (PSA) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $30.2B of Public Storage stock for Q3 2017, up 2.9% quarter-over-quarter.
  • 65 funds opened new Public Storage positions in Q3 2017 and 57 closed out, a net change of +8 holders.
  • The largest Public Storage buyer in Q3 2017 was Capital World Investors, an estimated $633M added.
  • The largest Public Storage seller in Q3 2017 was Fidelity Investments, an estimated $297M sold.

Based on aggregated 13F filings for Q3 2017.