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Public Storage

756 hedge funds and large institutions have $29.6B invested in Public Storage in 2019 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 272 increasing their positions, 250 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $289M | Put options by funds: $157M

37% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 78

2% more funds holding

Funds holding: 739756 (+17)

9% more repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 250

0.97% less ownership

Funds ownership: 80.53%79.56% (-0.97%)

14% less capital invested

Capital invested by funds: $34.5B → $29.6B (-$4.89B)

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

Holders
756
Holders Change
+17
Holders Change %
+2.3%
% of All Funds
14.9%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.14%
New
107
Increased
272
Reduced
250
Closed
78
Calls
$289M
Puts
$157M
Net Calls
+$132M
Net Calls Change
-$21.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
426
SFE Investment Counsel
California
$569K
Simplex Trading
427
Simplex Trading
Illinois
$562K +$586K +2,642 New
MWM
428
Merriman Wealth Management
Washington
$556K +$45.7K +206 +9%
Jacobs Levy Equity Management
429
Jacobs Levy Equity Management
New Jersey
$552K -$46.6K -210 -7%
BOH
430
Bank of Hawaii
Hawaii
$550K -$48.8K -220 -8%
LNWWM
431
Laird Norton Wetherby Wealth Management
California
$543K -$18.6K -84 -3%
AIP
432
Ameritas Investment Partners
Nebraska
$543K
PA
433
Parallel Advisors
California
$543K +$172K +777 +44%
CIM
434
CIM Investment Management
Pennsylvania
$524K +$546K +2,459 New
BO
435
BRR OpCo
Ohio
$523K +$95.9K +432 +21%
RJT
436
Raymond James Trust
Florida
$513K -$137K -616 -20%
BS
437
Bessemer Securities
New York
$511K
AAM
438
AR Asset Management
California
$509K
ASN
439
Advisory Services Network
Georgia
$509K +$286K +1,287 +117%
CI
440
Conning Inc
Connecticut
$507K -$6.66K -30 -1%
AGM
441
Alpine Global Management
New York
$506K +$527K +2,377 New
PAG
442
Private Advisor Group
New Jersey
$505K -$614K -2,768 -54%
BFC
443
Blue Fin Capital
Rhode Island
$495K -$444 -2 -0.1%
DCM
444
Donaldson Capital Management
Indiana
$491K +$888 +4 +0.2%
SPC
445
Sigma Planning Corp
Michigan
$490K -$25.3K -114 -5%
CGL
446
Clarius Group LLC
Washington
$486K +$3.55K +16 +0.7%
6M
447
6 Meridian
Kansas
$486K +$30.2K +136 +6%
GCMG
448
Gyroscope Capital Management Group
Florida
$484K +$74.6K +336 +17%
IIA
449
ICW Investment Advisors
Arizona
$483K +$504K +2,270 New
MME
450
Meag Munich Ergo
Germany
$481K -$1.68M -7,558 -77%

PSA Hedge Fund Activity: Q4 2019 in Review

756 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q4 2019, worth a combined $29.6B — down 14% from $34.5B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new PSA positions and 78 closed out — a net gain of 29 holders — while 272 added to existing stakes and 250 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $247M. The largest seller was T. Rowe Price Associates, cutting an estimated $418M.

  • 756 institutional investors held Public Storage (PSA) as of Q4 2019, up from 739 in Q3 2019.
  • Funds reported $29.6B of Public Storage stock for Q4 2019, down 14% quarter-over-quarter.
  • 107 funds opened new Public Storage positions in Q4 2019 and 78 closed out, a net change of +29 holders.
  • The largest Public Storage buyer in Q4 2019 was Cohen & Steers, an estimated $247M added.
  • The largest Public Storage seller in Q4 2019 was T. Rowe Price Associates, an estimated $418M sold.

Based on aggregated 13F filings for Q4 2019.