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Public Storage

683 hedge funds and large institutions have $28.6B invested in Public Storage in 2018 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 223 increasing their positions, 275 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.91% less ownership

Funds ownership: 82.1%81.19% (-0.91%)

2% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 55

2% less call options, than puts

Call options by funds: $64.2M | Put options by funds: $65.7M

1% less funds holding

Funds holding: 692683 (-9)

12% less capital invested

Capital invested by funds: $32.3B → $28.6B (-$3.74B)

19% less repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 275

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

Holders
683
Holders Change
-9
Holders Change %
-1.3%
% of All Funds
15.61%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.21%
New
54
Increased
223
Reduced
275
Closed
55
Calls
$64.2M
Puts
$65.7M
Net Calls
-$1.48M
Net Calls Change
+$303M
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
476
D.A. Davidson & Co
Montana
$340K -$41.9K -194 -10%
RIM
477
Rampart Investment Management
Connecticut
$336K -$1.17M -5,414 -42%
ST
478
Spinnaker Trust
Maine
$333K -$1.51K -7 -0.4%
SF
479
Synovus Financial
Georgia
$331K +$76.6K +355 +28%
BFG
480
Beacon Financial Group
Texas
$330K -$16.4K -76 -4%
MGIA
481
Moneta Group Investment Advisors
Missouri
$326K +$647 +3 +0.2%
SWP
482
Stratos Wealth Partners
Ohio
$325K +$16.2K +75 +5%
JT
483
Jump Trading
Illinois
$325K +$145K +672 +72%
HAG
484
HighPoint Advisor Group
Illinois
$323K +$11K +51 +3%
CS
485
Comerica Securities
Michigan
$321K -$40.8K -189 -11%
WAM
486
Weatherly Asset Management
California
$320K
RA
487
RFG Advisory
Alabama
$315K +$52.7K +244 +19%
MAM
488
Meeder Asset Management
Ohio
$312K -$2.55M -11,815 -88%
PAS
489
Park Avenue Securities
New York
$306K -$14.5K -67 -4%
FLI
490
Family Legacy Inc
South Carolina
$306K
GC
491
Garde Capital
Washington
$305K
MCP
492
Mirador Capital Partners
California
$304K
TMAM
493
Tokio Marine Asset Management
Japan
$303K +$24.8K +115 +8%
MBTD
494
Mechanics Bank - Trust Department
California
$298K -$43.2K -200 -12%
IWM
495
IHT Wealth Management
Illinois
$297K -$13.6K -63 -4%
LWAC
496
Laurel Wealth Advisors (California)
California
$295K -$731K -3,388 -70%
Cerity Partners
497
Cerity Partners
New York
$289K -$15.1K -70 -5%
LS
498
Livforsakringsbolaget Skandia
Sweden
$287K -$302K -1,400 -50%
CCA
499
Checchi Capital Advisers
California
$286K +$43.4K +201 +17%
BJL
500
Brighton Jones LLC
Washington
$284K +$27.8K +129 +10%

PSA Hedge Fund Activity: Q3 2018 in Review

683 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q3 2018, worth a combined $28.6B — down 12% from $32.3B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of PSA and 54 opened new positions — a net loss of 1 holder — while 275 trimmed existing stakes and 223 added.

The largest buyer was Jupiter Investment Management, adding an estimated $146M. The largest seller was Capital World Investors, cutting an estimated $240M.

  • 683 institutional investors held Public Storage (PSA) as of Q3 2018, down from 692 in Q2 2018.
  • Funds reported $28.6B of Public Storage stock for Q3 2018, down 12% quarter-over-quarter.
  • 54 funds opened new Public Storage positions in Q3 2018 and 55 closed out, a net change of -1 holder.
  • The largest Public Storage buyer in Q3 2018 was Jupiter Investment Management, an estimated $146M added.
  • The largest Public Storage seller in Q3 2018 was Capital World Investors, an estimated $240M sold.

Based on aggregated 13F filings for Q3 2018.