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Public Storage

677 hedge funds and large institutions have $28.6B invested in Public Storage in 2018 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 241 increasing their positions, 253 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 76

1% more funds holding

Funds holding: 673677 (+4)

0.29% more ownership

Funds ownership: 81.77%82.06% (+0.29%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

4% less capital invested

Capital invested by funds: $29.7B → $28.6B (-$1.1B)

5% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 253

48% less call options, than puts

Call options by funds: $83.5M | Put options by funds: $161M

Holders
677
Holders Change
+4
Holders Change %
+0.59%
% of All Funds
15.52%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
83
Increased
241
Reduced
253
Closed
76
Calls
$83.5M
Puts
$161M
Net Calls
-$77.2M
Net Calls Change
-$63.2M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
476
Wealthspire Advisors (Maryland)
Maryland
$287K -$9.94K -51 -3%
WPP
477
Whalerock Point Partners
Rhode Island
$286K
AP
478
Appleton Partners
Massachusetts
$284K -$6.43K -33 -2%
PAM
479
Private Asset Management
California
$283K -$430K -2,205 -61%
O
480
OppenheimerFunds
New York
$281K -$210K -1,079 -44%
FLI
481
Family Legacy Inc
South Carolina
$276K
SF
482
Synovus Financial
Georgia
$269K -$169K -865 -39%
OMCS
483
Old Mutual Customised Solutions
South Africa
$267K
BIM
484
Bridgecreek Investment Management
Oklahoma
$266K
WOC
485
West Oak Capital
California
$263K
RA
486
RFG Advisory
Alabama
$262K -$7.4K -38 -3%
TNBTD
487
Trustmark National Bank Trust Department
Mississippi
$261K -$67K -344 -21%
FAIM
488
Financial Advocates Investment Management
Washington
$261K +$18.5K +95 +8%
BJL
489
Brighton Jones LLC
Washington
$260K -$25.7K -132 -9%
WT
490
Washington Trust
Rhode Island
$260K -$9.74K -50 -4%
Mirae Asset Global Investments
491
Mirae Asset Global Investments
South Korea
$258K -$5.07K -26 -2%
NFG
492
Next Financial Group
Texas
$252K +$32.7K +168 +15%
BCM
493
Brookstone Capital Management
Illinois
$250K -$52K -267 -18%
CCM
494
Catawba Capital Management
Virginia
$249K -$73.1K -375 -23%
GAMA
495
Graticule Asia Macro Advisors
New York
$240K +$234K +1,200 New
BHBT
496
Burke & Herbert Bank & Trust
Virginia
$239K +$8.57K +44 +4%
PAA
497
Peregrine Asset Advisers
Oregon
$236K +$229K +1,177 New
ACC
498
Accident Compensation Corp
New Zealand
$233K -$253K -1,300 -53%
FM
499
Forward Management
California
$232K +$2.53K +13 +1%
CCA
500
Checchi Capital Advisers
California
$227K -$1.75K -9 -0.8%

PSA Hedge Fund Activity: Q1 2018 in Review

677 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q1 2018, worth a combined $28.6B — down 3.7% from $29.7B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new PSA positions and 76 closed out — a net gain of 7 holders — while 241 added to existing stakes and 253 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $202M. The largest seller was Vanguard Group, cutting an estimated $250M.

  • 677 institutional investors held Public Storage (PSA) as of Q1 2018, up from 673 in Q4 2017.
  • Funds reported $28.6B of Public Storage stock for Q1 2018, down 3.7% quarter-over-quarter.
  • 83 funds opened new Public Storage positions in Q1 2018 and 76 closed out, a net change of +7 holders.
  • The largest Public Storage buyer in Q1 2018 was Fidelity Investments, an estimated $202M added.
  • The largest Public Storage seller in Q1 2018 was Vanguard Group, an estimated $250M sold.

Based on aggregated 13F filings for Q1 2018.