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Public Storage

677 hedge funds and large institutions have $28.6B invested in Public Storage in 2018 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 241 increasing their positions, 253 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 76

1% more funds holding

Funds holding: 673677 (+4)

0.29% more ownership

Funds ownership: 81.77%82.06% (+0.29%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

4% less capital invested

Capital invested by funds: $29.7B → $28.6B (-$1.1B)

5% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 253

48% less call options, than puts

Call options by funds: $83.5M | Put options by funds: $161M

Holders
677
Holders Change
+4
Holders Change %
+0.59%
% of All Funds
15.52%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
83
Increased
241
Reduced
253
Closed
76
Calls
$83.5M
Puts
$161M
Net Calls
-$77.2M
Net Calls Change
-$63.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
426
Allworth Financial
California
$441K
FFA
427
First Foundation Advisors
California
$440K -$7.01K -36 -2%
GCA
428
Gideon Capital Advisors
New York
$438K +$426K +2,185 New
GRP
429
Global Retirement Partners
California
$434K +$1.95K +10 +0.5%
STA
430
Summit Trail Advisors
New York
$434K +$124K +636 +26%
DC
431
Davenport & Co
Virginia
$429K +$13.4K +69 +3%
Susquehanna International Group
432
Susquehanna International Group
Pennsylvania
$421K -$2.87M -14,724 -88%
TU
433
TDAM USA
Ontario, Canada
$413K
LNC
434
Lincoln National Corp
Pennsylvania
$404K -$320K -1,642 -45%
BCP
435
Blue Chip Partners
Michigan
$404K -$45.4K -233 -10%
FMC
436
First Merchants Corp
Indiana
$401K
AT
437
Argent Trust
Texas
$399K +$98.4K +505 +34%
AHC
438
Adell Harriman & Carpenter
Texas
$398K
IC
439
Intersect Capital
California
$390K
HCMT
440
Highland Capital Management (Tennessee)
Tennessee
$381K +$52.2K +268 +16%
TCOV
441
Trust Company of Vermont
Vermont
$379K +$142K +729 +63%
DADC
442
D.A. Davidson & Co
Montana
$378K +$111K +569 +43%
Mackenzie Financial
443
Mackenzie Financial
Ontario, Canada
$377K +$156K +803 +75%
EHC
444
Everett Harris & Co
California
$376K
RWM
445
Ritholtz Wealth Management
New York
$367K -$199K -1,019 -36%
BFG
446
Beacon Financial Group
Texas
$362K +$352K +1,807 New
M
447
MOTCO
Texas
$358K -$118K -606 -25%
PG
448
Patten Group
Tennessee
$357K +$2.87M +14,732 New
FHB
449
First Hawaiian Bank
Hawaii
$353K -$1.95K -10 -0.6%
TMAM
450
Tokio Marine Asset Management
Japan
$348K -$54.5K -280 -14%

PSA Hedge Fund Activity: Q1 2018 in Review

677 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q1 2018, worth a combined $28.6B — down 3.7% from $29.7B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new PSA positions and 76 closed out — a net gain of 7 holders — while 241 added to existing stakes and 253 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $202M. The largest seller was Vanguard Group, cutting an estimated $250M.

  • 677 institutional investors held Public Storage (PSA) as of Q1 2018, up from 673 in Q4 2017.
  • Funds reported $28.6B of Public Storage stock for Q1 2018, down 3.7% quarter-over-quarter.
  • 83 funds opened new Public Storage positions in Q1 2018 and 76 closed out, a net change of +7 holders.
  • The largest Public Storage buyer in Q1 2018 was Fidelity Investments, an estimated $202M added.
  • The largest Public Storage seller in Q1 2018 was Vanguard Group, an estimated $250M sold.

Based on aggregated 13F filings for Q1 2018.