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Public Storage

739 hedge funds and large institutions have $34.5B invested in Public Storage in 2019 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 279 increasing their positions, 228 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 45

90% more call options, than puts

Call options by funds: $325M | Put options by funds: $171M

22% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 228

6% more funds holding

Funds holding: 699739 (+40)

1% more capital invested

Capital invested by funds: $34B → $34.5B (+$481M)

1.35% less ownership

Funds ownership: 81.88%80.53% (-1.3%)

25% less funds holding in top 10

Funds holding in top 10: 1612 (-4)

Holders
739
Holders Change
+40
Holders Change %
+5.72%
% of All Funds
16.21%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.26%
New
89
Increased
279
Reduced
228
Closed
45
Calls
$325M
Puts
$171M
Net Calls
+$154M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
DIA
451
Dean Investment Associates
Ohio
$561K -$10.3K -41 -2%
SBIA
452
Sheaff Brock Investment Advisors
Indiana
$561K +$80.4K +320 +16%
IRF
453
IBM Retirement Fund
New York
$558K -$6.03K -24 -1%
H
454
HoyleCohen
California
$558K
CC
455
ClearArc Capital
Ohio
$553K -$1.76K -7 -0.3%
FNT
456
First Nebraska Trust
Nebraska
$552K
Fiera Capital (Canada)
457
Fiera Capital (Canada)
Quebec, Canada
$552K +$565K +2,252 New
MPPLM
458
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$545K +$3.26K +13 +0.6%
MAM
459
Mastrapasqua Asset Management
Tennessee
$543K
CGL
460
Clarius Group LLC
Washington
$543K +$32.9K +131 +6%
CA
461
Cetera Advisors
Colorado
$536K -$133K -531 -20%
6M
462
6 Meridian
Kansas
$527K -$54.2K -216 -9%
CCM
463
Covington Capital Management
California
$525K +$242K +964 +82%
MERSOM
464
Municipal Employees' Retirement System of Michigan
Michigan
$518K +$7.53K +30 +1%
HAM
465
Highstreet Asset Management
Ontario, Canada
$514K -$2.76K -11 -0.5%
BHWM
466
Bar Harbor Wealth Management
New Hampshire
$504K +$207K +824 +67%
FCMT
467
Founders Capital Management (Texas)
Texas
$503K
AF
468
Allworth Financial
California
$502K +$48.2K +192 +10%
BO
469
BRR OpCo
Ohio
$496K +$40.9K +163 +9%
FMC
470
First Merchants Corp
Indiana
$495K -$4.02K -16 -0.8%
1WA
471
180 Wealth Advisors
Washington
$492K -$195K -776 -28%
GRP
472
Global Retirement Partners
California
$492K
SF
473
Synovus Financial
Georgia
$492K +$72.3K +288 +17%
TNBTD
474
Trustmark National Bank Trust Department
Mississippi
$490K +$290K +1,155 +137%
VLKIM
475
Van Lanschot Kempen Investment Management
Netherlands
$484K -$11.2M -44,634 -96%

PSA Hedge Fund Activity: Q3 2019 in Review

739 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q3 2019, worth a combined $34.5B — up 1.4% from $34B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new PSA positions and 45 closed out — a net gain of 44 holders — while 279 added to existing stakes and 228 trimmed.

The largest buyer was Bank of America, adding an estimated $327M. The largest seller was Cohen & Steers, cutting an estimated $1.05B.

  • 739 institutional investors held Public Storage (PSA) as of Q3 2019, up from 699 in Q2 2019.
  • Funds reported $34.5B of Public Storage stock for Q3 2019, up 1.4% quarter-over-quarter.
  • 89 funds opened new Public Storage positions in Q3 2019 and 45 closed out, a net change of +44 holders.
  • The largest Public Storage buyer in Q3 2019 was Bank of America, an estimated $327M added.
  • The largest Public Storage seller in Q3 2019 was Cohen & Steers, an estimated $1.05B sold.

Based on aggregated 13F filings for Q3 2019.