We are live on ! Find out more
PSA icon

Public Storage

628 hedge funds and large institutions have $29.3B invested in Public Storage in 2017 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 253 increasing their positions, 213 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 213

5% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 65

0.5% more ownership

Funds ownership: 80.39%80.89% (+0.5%)

1% less funds holding

Funds holding: 632628 (-4)

4% less capital invested

Capital invested by funds: $30.5B → $29.3B (-$1.19B)

37% less call options, than puts

Call options by funds: $68.8M | Put options by funds: $109M

44% less funds holding in top 10

Funds holding in top 10: 1810 (-8)

Holders
628
Holders Change
-4
Holders Change %
-0.63%
% of All Funds
15.66%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.25%
New
68
Increased
253
Reduced
213
Closed
65
Calls
$68.8M
Puts
$109M
Net Calls
-$40.5M
Net Calls Change
-$5.23M
Name Holding Trade Value Shares
Change
Change in
Stake
MBTD
451
Mechanics Bank - Trust Department
California
$350K
UB
452
UMB Bank
Missouri
$348K -$144K -670 -29%
Diamond Hill Capital Management
453
Diamond Hill Capital Management
Ohio
$348K +$1.07K +5 +0.3%
O
454
OppenheimerFunds
New York
$346K +$39.6K +184 +12%
FCBT
455
First Citizens Bank & Trust
North Carolina
$344K -$37.2K -173 -9%
ST
456
Spinnaker Trust
Maine
$344K
IFWM
457
Institute for Wealth Management
Colorado
$340K +$351K +1,631 New
MGIA
458
Moneta Group Investment Advisors
Missouri
$337K
PAA
459
Peregrine Asset Advisers
Oregon
$329K +$86K +400 +34%
SPC
460
Sigma Planning Corp
Michigan
$324K -$64.5K -300 -16%
CIC
461
Carnegie Investment Counsel
Ohio
$311K +$15.1K +70 +5%
HCMT
462
Highland Capital Management (Tennessee)
Tennessee
$310K +$320K +1,488 New
BOH
463
Bank of Hawaii
Hawaii
$300K -$584K -2,716 -65%
FNT
464
First National Trust
Pennsylvania
$298K -$42.6K -198 -12%
ACA
465
Anchor Capital Advisors
Massachusetts
$298K
MCP
466
Mirador Capital Partners
California
$295K
BJL
467
Brighton Jones LLC
Washington
$291K +$300K +1,394 New
CGL
468
Clarius Group LLC
Washington
$289K -$215 -1 -0.1%
FLI
469
Family Legacy Inc
South Carolina
$287K +$8.6K +40 +3%
WT
470
Washington Trust
Rhode Island
$287K +$49.5K +230 +20%
HAG
471
HighPoint Advisor Group
Illinois
$282K
OMCS
472
Old Mutual Customised Solutions
South Africa
$278K
KCM
473
Kornitzer Capital Management
Kansas
$278K +$18.3K +85 +7%
WPP
474
Whalerock Point Partners
Rhode Island
$278K +$38.7K +180 +16%
BIM
475
Bridgecreek Investment Management
Oklahoma
$276K -$21.5K -100 -7%

PSA Hedge Fund Activity: Q2 2017 in Review

628 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q2 2017, worth a combined $29.3B — down 3.9% from $30.5B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new PSA positions and 65 closed out — a net gain of 3 holders — while 253 added to existing stakes and 213 trimmed.

The largest buyer was Capital World Investors, adding an estimated $419M. The largest seller was Cohen & Steers, cutting an estimated $462M.

  • 628 institutional investors held Public Storage (PSA) as of Q2 2017, down from 632 in Q1 2017.
  • Funds reported $29.3B of Public Storage stock for Q2 2017, down 3.9% quarter-over-quarter.
  • 68 funds opened new Public Storage positions in Q2 2017 and 65 closed out, a net change of +3 holders.
  • The largest Public Storage buyer in Q2 2017 was Capital World Investors, an estimated $419M added.
  • The largest Public Storage seller in Q2 2017 was Cohen & Steers, an estimated $462M sold.

Based on aggregated 13F filings for Q2 2017.