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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
FNT
451
First Nebraska Trust
Nebraska
$480K
CA
452
Cetera Advisors
Colorado
$474K +$10.4K +47 +2%
MAM
453
Mastrapasqua Asset Management
Tennessee
$469K -$2.22K -10 -0.5%
H
454
HoyleCohen
California
$463K -$22.2K -100 -4%
IRF
455
IBM Retirement Fund
New York
$460K -$26K -117 -5%
MERSOM
456
Municipal Employees' Retirement System of Michigan
Michigan
$454K +$4.44K +20 +0.9%
LNC
457
Lincoln National Corp
Pennsylvania
$446K +$70.6K +318 +18%
BFG
458
Beacon Financial Group
Texas
$439K +$122K +548 +36%
Fuller & Thaler Asset Management
459
Fuller & Thaler Asset Management
California
$437K +$233K +1,050 +105%
AF
460
Allworth Financial
California
$436K
DIA
461
Dean Investment Associates
Ohio
$431K -$58.4K -263 -11%
1WA
462
180 Wealth Advisors
Washington
$431K -$5.1K -23 -1%
DC
463
Davenport & Co
Virginia
$429K +$12.2K +55 +3%
MYIA
464
Mount Yale Investment Advisors
Colorado
$428K +$67.2K +303 +19%
GRP
465
Global Retirement Partners
California
$427K
S
466
SignatureFD
Georgia
$415K +$94.5K +426 +28%
TSS
467
Two Sigma Securities
New York
$414K +$19.3K +87 +5%
IC
468
Intersect Capital
California
$411K +$222 +1 +0.1%
FHB
469
First Hawaiian Bank
Hawaii
$410K +$97.6K +440 +30%
ECM
470
Everence Capital Management
Indiana
$409K -$349K -1,571 -45%
EHC
471
Everett Harris & Co
California
$400K
SF
472
Synovus Financial
Georgia
$399K -$30K -135 -7%
TA
473
TFG Advisers
Michigan
$397K +$48.8K +220 +13%
HI
474
Horizon Investments
North Carolina
$395K +$92.3K +416 +29%
William Blair & Company
475
William Blair & Company
Illinois
$394K -$265K -1,192 -39%

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.