We are live on ! Find out more
PSA icon

Public Storage

632 hedge funds and large institutions have $30.5B invested in Public Storage in 2017 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 248 increasing their positions, 215 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 49

15% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 215

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

2% more funds holding

Funds holding: 621632 (+11)

1.11% more ownership

Funds ownership: 79.28%80.39% (+1.1%)

1% less capital invested

Capital invested by funds: $30.7B → $30.5B (-$202M)

27% less call options, than puts

Call options by funds: $93.5M | Put options by funds: $129M

Holders
632
Holders Change
+11
Holders Change %
+1.77%
% of All Funds
15.73%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.45%
New
68
Increased
248
Reduced
215
Closed
49
Calls
$93.5M
Puts
$129M
Net Calls
-$35.3M
Net Calls Change
+$29.6M
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
476
Kornitzer Capital Management
Kansas
$274K +$55.4K +250 +25%
Robeco Institutional Asset Management
477
Robeco Institutional Asset Management
Netherlands
$273K +$114K +515 +71%
CCM
478
Catawba Capital Management
Virginia
$272K
FM
479
Forward Management
California
$269K -$14.8K -67 -5%
TH
480
Timber Hill
Connecticut
$269K +$272K +1,229 New
LWAC
481
Laurel Wealth Advisors (California)
California
$265K
PAA
482
Peregrine Asset Advisers
Oregon
$258K
SBL
483
Sargent Bickham Lagudis
Colorado
$257K -$3.99K -18 -2%
TCOV
484
Trust Company of Vermont
Vermont
$255K
BHWM
485
Bar Harbor Wealth Management
New Hampshire
$254K
WPP
486
Whalerock Point Partners
Rhode Island
$252K
WT
487
Washington Trust
Rhode Island
$251K -$78.6K -355 -24%
WA
488
WESPAC Advisors
California
$246K
OCG
489
Opus Capital Group
Ohio
$245K
WPA
490
West Paces Advisors
Georgia
$243K +$34.1K +154 +16%
Arrowstreet Capital
491
Arrowstreet Capital
Massachusetts
$241K +$244K +1,100 New
LFG
492
LifePlan Financial Group
Ohio
$236K
B
493
Bailard
California
$232K
PCFFS
494
Pacific Center for Financial Services
California
$231K
ZCA
495
Zeke Capital Advisors
Pennsylvania
$231K +$234K +1,056 New
KI
496
Koch Industries
Kansas
$230K +$233K +1,052 New
WOC
497
West Oak Capital
California
$229K
WA
498
WBH Advisory
Maryland
$228K -$10.6K -48 -4%
SCM
499
Shelton Capital Management
Colorado
$227K -$22.1K -100 -9%
GXMC
500
Global X Management Company
New York
$227K +$37.2K +168 +19%

PSA Hedge Fund Activity: Q1 2017 in Review

632 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q1 2017, worth a combined $30.5B — down 0.66% from $30.7B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new PSA positions and 49 closed out — a net gain of 19 holders — while 248 added to existing stakes and 215 trimmed.

The largest buyer was BlackRock, adding an estimated $3.02B. The largest seller was Fidelity Investments, cutting an estimated $220M.

  • 632 institutional investors held Public Storage (PSA) as of Q1 2017, up from 621 in Q4 2016.
  • Funds reported $30.5B of Public Storage stock for Q1 2017, down 0.66% quarter-over-quarter.
  • 68 funds opened new Public Storage positions in Q1 2017 and 49 closed out, a net change of +19 holders.
  • The largest Public Storage buyer in Q1 2017 was BlackRock, an estimated $3.02B added.
  • The largest Public Storage seller in Q1 2017 was Fidelity Investments, an estimated $220M sold.

Based on aggregated 13F filings for Q1 2017.