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Public Storage

628 hedge funds and large institutions have $29.3B invested in Public Storage in 2017 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 253 increasing their positions, 213 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 213

5% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 65

0.5% more ownership

Funds ownership: 80.39%80.89% (+0.5%)

1% less funds holding

Funds holding: 632628 (-4)

4% less capital invested

Capital invested by funds: $30.5B → $29.3B (-$1.19B)

37% less call options, than puts

Call options by funds: $68.8M | Put options by funds: $109M

44% less funds holding in top 10

Funds holding in top 10: 1810 (-8)

Holders
628
Holders Change
-4
Holders Change %
-0.63%
% of All Funds
15.66%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.25%
New
68
Increased
253
Reduced
213
Closed
65
Calls
$68.8M
Puts
$109M
Net Calls
-$40.5M
Net Calls Change
-$5.23M
Name Holding Trade Value Shares
Change
Change in
Stake
GCMG
476
Gyroscope Capital Management Group
Florida
$273K +$69.2K +322 +33%
CBU
477
CIBC Bank USA
Illinois
$270K -$17.8K -83 -6%
PL
478
Parkwood LLC
Ohio
$267K -$60.4K -281 -18%
CCA
479
Checchi Capital Advisers
California
$267K -$21.9K -102 -7%
SS
480
Simplicity Solutions
Minnesota
$262K +$270K +1,258 New
CCM
481
Catawba Capital Management
Virginia
$259K
FM
482
Forward Management
California
$258K +$1.94K +9 +0.7%
ZCA
483
Zeke Capital Advisors
Pennsylvania
$258K +$39.3K +183 +17%
WOC
484
West Oak Capital
California
$258K +$40.9K +190 +18%
SBL
485
Sargent Bickham Lagudis
Colorado
$256K +$12K +56 +5%
TG
486
TLP Group
Illinois
$250K -$114K -529 -31%
AWM
487
AE Wealth Management
Kansas
$248K +$256K +1,189 New
IH
488
IFC Holdings
Florida
$247K -$212K -988 -46%
TCOV
489
Trust Company of Vermont
Vermont
$243K
BHWM
490
Bar Harbor Wealth Management
New Hampshire
$242K
GXMC
491
Global X Management Company
New York
$238K +$22.8K +106 +10%
TNBTD
492
Trustmark National Bank Trust Department
Mississippi
$234K +$240K +1,118 New
WA
493
WESPAC Advisors
California
$231K -$3.87K -18 -2%
GLA
494
Great Lakes Advisors
Illinois
$229K -$1.09M -5,053 -82%
VHAM
495
Van Hulzen Asset Management
California
$229K +$237K +1,100 New
SLF
496
Sun Life Financial
Ontario, Canada
$227K +$230K +1,071 +5,950%
LFG
497
LifePlan Financial Group
Ohio
$225K
Parallax Volatility Advisers
498
Parallax Volatility Advisers
California
$223K -$169K -787 -42%
WPA
499
West Paces Advisors
Georgia
$223K -$8.82K -41 -4%
VFA
500
Voya Financial Advisors
Connecticut
$222K +$230K +1,069 New

PSA Hedge Fund Activity: Q2 2017 in Review

628 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q2 2017, worth a combined $29.3B — down 3.9% from $30.5B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new PSA positions and 65 closed out — a net gain of 3 holders — while 253 added to existing stakes and 213 trimmed.

The largest buyer was Capital World Investors, adding an estimated $419M. The largest seller was Cohen & Steers, cutting an estimated $462M.

  • 628 institutional investors held Public Storage (PSA) as of Q2 2017, down from 632 in Q1 2017.
  • Funds reported $29.3B of Public Storage stock for Q2 2017, down 3.9% quarter-over-quarter.
  • 68 funds opened new Public Storage positions in Q2 2017 and 65 closed out, a net change of +3 holders.
  • The largest Public Storage buyer in Q2 2017 was Capital World Investors, an estimated $419M added.
  • The largest Public Storage seller in Q2 2017 was Cohen & Steers, an estimated $462M sold.

Based on aggregated 13F filings for Q2 2017.