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Public Storage

719 hedge funds and large institutions have $26.8B invested in Public Storage in 2020 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 255 increasing their positions, 258 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 82

0% less funds holding

Funds holding: 722719 (-3)

1% less repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 258

5% less capital invested

Capital invested by funds: $28.2B → $26.8B (-$1.39B)

1.17% less ownership

Funds ownership: 81.36%80.19% (-1.2%)

32% less call options, than puts

Call options by funds: $75.3M | Put options by funds: $111M

38% less funds holding in top 10

Funds holding in top 10: 1610 (-6)

Holders
719
Holders Change
-3
Holders Change %
-0.42%
% of All Funds
14.74%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.21%
New
85
Increased
255
Reduced
258
Closed
82
Calls
$75.3M
Puts
$111M
Net Calls
-$35.9M
Net Calls Change
+$67.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
451
Ameritas Investment Partners
Nebraska
$456K -$14.3K -74 -3%
CIC
452
Carnegie Investment Counsel
Ohio
$452K -$102K -530 -18%
MYIA
453
Mount Yale Investment Advisors
Colorado
$449K +$386 +2 +0.1%
RPC
454
Rossmore Private Capital
Connecticut
$446K +$448K +2,323 New
AssetMark Inc
455
AssetMark Inc
California
$440K +$108K +558 +32%
CI
456
Conning Inc
Connecticut
$438K -$1.54K -8 -0.3%
BS
457
Bessemer Securities
New York
$435K
FNT
458
First Nebraska Trust
Nebraska
$432K
CIM
459
CIM Investment Management
Pennsylvania
$427K
LCP
460
Legacy Capital Partners
Wisconsin
$416K -$143K -740 -25%
CGL
461
Clarius Group LLC
Washington
$415K -$30.9K -160 -7%
LNC
462
Lincoln National Corp
Pennsylvania
$406K +$15.6K +81 +4%
UH
463
Unigestion Holding
Switzerland
$401K -$466K -2,414 -54%
TA
464
TFG Advisers
Michigan
$399K +$29.3K +152 +8%
JFGIW
465
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$395K +$172K +892 +76%
SC
466
Saturna Capital
Washington
$393K
SW
467
SteelPeak Wealth
California
$390K +$392K +2,030 New
ECM
468
Everence Capital Management
Indiana
$389K
BFC
469
Blue Fin Capital
Rhode Island
$387K -$41.1K -213 -10%
GRP
470
Global Retirement Partners
California
$385K
HGWM
471
Horst & Graben Wealth Management
Oregon
$384K
LNWWM
472
Laird Norton Wetherby Wealth Management
California
$383K -$274K -1,421 -42%
EHC
473
Everett Harris & Co
California
$383K
DCM
474
Donaldson Capital Management
Indiana
$382K -$52.3K -271 -12%
BOH
475
Bank of Hawaii
Hawaii
$381K -$260K -1,349 -40%

PSA Hedge Fund Activity: Q2 2020 in Review

719 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q2 2020, worth a combined $26.8B — down 4.9% from $28.2B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new PSA positions and 82 closed out — a net gain of 3 holders — while 255 added to existing stakes and 258 trimmed.

The largest buyer was Capital International Investors, adding an estimated $398M. The largest seller was Victory Capital Management, cutting an estimated $237M.

  • 719 institutional investors held Public Storage (PSA) as of Q2 2020, down from 722 in Q1 2020.
  • Funds reported $26.8B of Public Storage stock for Q2 2020, down 4.9% quarter-over-quarter.
  • 85 funds opened new Public Storage positions in Q2 2020 and 82 closed out, a net change of +3 holders.
  • The largest Public Storage buyer in Q2 2020 was Capital International Investors, an estimated $398M added.
  • The largest Public Storage seller in Q2 2020 was Victory Capital Management, an estimated $237M sold.

Based on aggregated 13F filings for Q2 2020.