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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
HAG
451
HighPoint Advisor Group
Illinois
$346K -$7.21K -37 -2%
SAM
452
Summit Asset Management
Tennessee
$345K
MGIA
453
Moneta Group Investment Advisors
Missouri
$345K +$20.1K +103 +6%
EWF
454
Epstein & White Financial
California
$345K +$59.6K +306 +21%
CS
455
Comerica Securities
Michigan
$341K +$35.8K +184 +12%
PL
456
Perpetual Ltd
Australia
$340K
LOAME
457
Lombard Odier Asset Management (Europe)
United Kingdom
$339K -$33.3K -171 -9%
MBTD
458
Mechanics Bank - Trust Department
California
$336K
Jane Street
459
Jane Street
New York
$333K -$3.63M -18,646 -92%
ST
460
Spinnaker Trust
Maine
$330K -$156K -800 -33%
SWP
461
Stratos Wealth Partners
Ohio
$323K -$82.6K -424 -21%
MPPLM
462
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$323K +$10.7K +55 +4%
WAM
463
Weatherly Asset Management
California
$318K
Simplex Trading
464
Simplex Trading
Illinois
$315K +$307K +1,575 New
II
465
Inspire Investing
Idaho
$314K +$90K +462 +42%
SPC
466
Sigma Planning Corp
Michigan
$313K -$13.8K -71 -4%
AP
467
Advisor Partners
California
$310K -$74.4K -382 -20%
PAG
468
Private Advisor Group
New Jersey
$307K -$639K -3,282 -68%
NAMP
469
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$305K -$92.5K -475 -24%
MCP
470
Mirador Capital Partners
California
$304K
BCM
471
Becker Capital Management
Oregon
$301K +$292K +1,500 New
ACA
472
Anchor Capital Advisors
Massachusetts
$299K
GC
473
Garde Capital
Washington
$295K
RB
474
Rodgers Brothers
Pennsylvania
$295K +$195 +1 +0.1%
GXMC
475
Global X Management Company
New York
$293K +$44.2K +227 +18%

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.