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Public Storage

628 hedge funds and large institutions have $30.2B invested in Public Storage in 2017 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 241 increasing their positions, 220 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 57

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

10% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 220

3% more capital invested

Capital invested by funds: $29.3B → $30.2B (+$841M)

0.15% more ownership

Funds ownership: 80.89%81.04% (+0.15%)

0% more funds holding

Funds holding: 628628 (0)

27% less call options, than puts

Call options by funds: $93.7M | Put options by funds: $129M

Holders
628
Holders Change
Holders Change %
0%
% of All Funds
15.66%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.27%
New
65
Increased
241
Reduced
220
Closed
57
Calls
$93.7M
Puts
$129M
Net Calls
-$35.4M
Net Calls Change
+$5.15M
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$238M -$191M -925,724 -45%
Capital Research Global Investors
27
Capital Research Global Investors
California
$236M -$30M -145,000 -12%
Federated Hermes
28
Federated Hermes
Pennsylvania
$220M +$120M +579,864 +129%
Principal Financial Group
29
Principal Financial Group
Iowa
$218M -$25.6M -123,741 -11%
SCRM
30
Security Capital Research & Management
Illinois
$212M +$35.2M +170,382 +21%
ACM
31
AEW Capital Management
Massachusetts
$187M -$6.38M -30,850 -3%
Swiss National Bank
32
Swiss National Bank
Switzerland
$167M +$1.78M +8,600 +1%
UBS AM
33
UBS AM
Illinois
$164M -$6.23M -30,145 -4%
Ameriprise
34
Ameriprise
Minnesota
$164M -$17.5M -84,736 -10%
ACI
35
AMP Capital Investors
Australia
$150M -$752K -3,639 -0.5%
EIP
36
Epoch Investment Partners
New York
$135M -$2.54M -12,293 -2%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$124M +$2.41M +11,635 +2%
Asset Management One
38
Asset Management One
Japan
$122M -$1.33M -6,447 -1%
N
39
Nuveen
North Carolina
$119M -$66.4M -321,093 -37%
Wells Fargo
40
Wells Fargo
California
$116M +$17.2M +83,322 +18%
Daiwa Securities Group
41
Daiwa Securities Group
Japan
$102M -$65.6M -317,495 -40%
Russell Investments Group
42
Russell Investments Group
United Kingdom
$101M -$19.5M -94,124 -17%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$99.6M +$2.17M +10,500 +2%
Prudential Financial
44
Prudential Financial
New Jersey
$97.7M +$4.98M +24,115 +6%
CS
45
Credit Suisse
Switzerland
$93.6M -$27M -130,538 -23%
AllianceBernstein
46
AllianceBernstein
Tennessee
$93.4M +$1.04M +5,020 +1%
Aberdeen Group
47
Aberdeen Group
United Kingdom
$92.2M +$89M +430,758 New
TCIM
48
TIAA CREF Investment Management
New York
$91.6M -$11.4M -55,261 -11%
TA
49
Teachers Advisors
New York
$91M +$15.9M +77,026 +22%
Canada Pension Plan Investment Board
50
Canada Pension Plan Investment Board
Ontario, Canada
$87.8M +$49.4M +238,952 +139%

PSA Hedge Fund Activity: Q3 2017 in Review

628 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q3 2017, worth a combined $30.2B — up 2.9% from $29.3B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new PSA positions and 57 closed out — a net gain of 8 holders — while 241 added to existing stakes and 220 trimmed.

The largest buyer was Capital World Investors, adding an estimated $633M. The largest seller was Fidelity Investments, cutting an estimated $297M.

  • 628 institutional investors held Public Storage (PSA) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $30.2B of Public Storage stock for Q3 2017, up 2.9% quarter-over-quarter.
  • 65 funds opened new Public Storage positions in Q3 2017 and 57 closed out, a net change of +8 holders.
  • The largest Public Storage buyer in Q3 2017 was Capital World Investors, an estimated $633M added.
  • The largest Public Storage seller in Q3 2017 was Fidelity Investments, an estimated $297M sold.

Based on aggregated 13F filings for Q3 2017.