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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
BFC
426
Blue Fin Capital
Rhode Island
$506K -$24.4K -113 -4%
Mirae Asset Global Investments
427
Mirae Asset Global Investments
South Korea
$493K +$235K +1,091 +80%
IRF
428
IBM Retirement Fund
New York
$490K -$90.2K -418 -15%
SWM
429
Segment Wealth Management
Texas
$485K +$1.29K +6 +0.3%
AAM
430
AR Asset Management
California
$481K
SCCM
431
Schafer Cullen Capital Management
New York
$480K
SWM
432
SeaCrest Wealth Management
New York
$476K +$216 +1 +0%
BBA
433
Braun-Bostich & Associates
Pennsylvania
$474K +$1.73K +8 +0.3%
GP
434
Girard Partners
Pennsylvania
$473K -$103K -477 -17%
6M
435
6 Meridian
Kansas
$470K -$7.99K -37 -2%
GRP
436
Global Retirement Partners
California
$470K +$19.4K +90 +4%
Mariner
437
Mariner
Kansas
$469K +$126K +584 +34%
CBU
438
CIBC Bank USA
Illinois
$468K
ECM
439
Everence Capital Management
Indiana
$467K
PL
440
Perpetual Ltd
Australia
$463K
ARTA
441
A.R.T. Advisors
New York
$463K +$496K +2,300 New
MAM
442
Mastrapasqua Asset Management
Tennessee
$458K -$4.32K -20 -0.9%
VF
443
Virtu Financial
New York
$455K -$693K -3,209 -59%
DC
444
Davenport & Co
Virginia
$451K -$29.1K -135 -6%
MWM
445
Merriman Wealth Management
Washington
$450K +$1.29K +6 +0.3%
AF
446
Allworth Financial
California
$446K +$2.59K +12 +0.5%
MPPLM
447
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$445K +$20.3K +94 +4%
TU
448
TDAM USA
Ontario, Canada
$439K
IG
449
ING Group
Netherlands
$426K +$456K +2,111 New
FCMT
450
Founders Capital Management (Texas)
Texas
$413K -$113K -525 -20%

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.