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Public Storage

699 hedge funds and large institutions have $34B invested in Public Storage in 2019 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 262 increasing their positions, 250 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $268M | Put options by funds: $130M

10% more capital invested

Capital invested by funds: $30.9B → $34B (+$3.09B)

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

5% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 250

0.5% more ownership

Funds ownership: 81.38%81.88% (+0.5%)

4% less funds holding

Funds holding: 726699 (-27)

25% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 72

Holders
699
Holders Change
-27
Holders Change %
-3.72%
% of All Funds
15.18%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.35%
New
54
Increased
262
Reduced
250
Closed
72
Calls
$268M
Puts
$130M
Net Calls
+$137M
Net Calls Change
+$61.8M
Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
476
Institute for Wealth Management
Colorado
$373K
MYIA
477
Mount Yale Investment Advisors
Colorado
$372K +$336K +1,463 New
TA
478
TFG Advisers
Michigan
$364K +$27.5K +120 +9%
KA
479
Kintegral Advisory
New York
$359K
CBU
480
CIBC Bank USA
Illinois
$358K +$1.6K +7 +0.5%
BCI
481
Brinker Capital Investments
Pennsylvania
$355K -$2.75K -12 -0.8%
IIM
482
Ipswich Investment Management
Massachusetts
$355K
CAM
483
Cresset Asset Management
Illinois
$352K -$196K -856 -37%
MBTD
484
Mechanics Bank - Trust Department
California
$352K
CCM
485
Crabel Capital Management
California
$351K +$98.2K +428 +41%
FLI
486
Family Legacy Inc
South Carolina
$346K +$28.4K +124 +9%
GP
487
Girard Partners
Pennsylvania
$345K -$92.7K -404 -22%
MCA
488
Morris Capital Advisors
Pennsylvania
$340K -$245K -1,070 -43%
NAMP
489
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$338K
BHBT
490
Burke & Herbert Bank & Trust
Virginia
$330K +$5.28K +23 +2%
NFG
491
Next Financial Group
Texas
$329K +$98.4K +429 +45%
CAG
492
Csenge Advisory Group
Florida
$328K +$459 +2 +0.1%
IA
493
IFG Advisory
Georgia
$326K +$25.9K +113 +9%
S
494
SignatureFD
Georgia
$326K +$37.8K +165 +14%
MAM
495
Meeder Asset Management
Ohio
$321K +$17.7K +77 +6%
SWP
496
Stratos Wealth Partners
Ohio
$318K +$2.29K +10 +0.8%
BIM
497
Bridgecreek Investment Management
Oklahoma
$316K
WAM
498
Wealthspire Advisors (Maryland)
Maryland
$310K +$4.13K +18 +1%
AF
499
Advisornet Financial
Minnesota
$308K +$25.9K +113 +10%
RCM
500
RNC Capital Management
California
$307K

PSA Hedge Fund Activity: Q2 2019 in Review

699 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q2 2019, worth a combined $34B — up 10% from $30.9B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of PSA and 54 opened new positions — a net loss of 18 holders — while 250 trimmed existing stakes and 262 added.

The largest buyer was Cohen & Steers, adding an estimated $491M. The largest seller was PGGM Investments, cutting an estimated $216M.

  • 699 institutional investors held Public Storage (PSA) as of Q2 2019, down from 726 in Q1 2019.
  • Funds reported $34B of Public Storage stock for Q2 2019, up 10% quarter-over-quarter.
  • 54 funds opened new Public Storage positions in Q2 2019 and 72 closed out, a net change of -18 holders.
  • The largest Public Storage buyer in Q2 2019 was Cohen & Steers, an estimated $491M added.
  • The largest Public Storage seller in Q2 2019 was PGGM Investments, an estimated $216M sold.

Based on aggregated 13F filings for Q2 2019.