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Public Storage

739 hedge funds and large institutions have $34.5B invested in Public Storage in 2019 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 279 increasing their positions, 228 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 45

90% more call options, than puts

Call options by funds: $325M | Put options by funds: $171M

22% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 228

6% more funds holding

Funds holding: 699739 (+40)

1% more capital invested

Capital invested by funds: $34B → $34.5B (+$481M)

1.35% less ownership

Funds ownership: 81.88%80.53% (-1.3%)

25% less funds holding in top 10

Funds holding in top 10: 1612 (-4)

Holders
739
Holders Change
+40
Holders Change %
+5.72%
% of All Funds
16.21%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.26%
New
89
Increased
279
Reduced
228
Closed
45
Calls
$325M
Puts
$171M
Net Calls
+$154M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
476
SeaCrest Wealth Management
New York
$479K +$203K +808 +71%
GCMG
477
Gyroscope Capital Management Group
Florida
$476K +$83.1K +331 +21%
IC
478
Intersect Capital
California
$473K +$7.53K +30 +2%
DC
479
Davenport & Co
Virginia
$467K
EHC
480
Everett Harris & Co
California
$461K
TSS
481
Two Sigma Securities
New York
$455K -$324K -1,291 -41%
SFS
482
Strategic Financial Services
New York
$453K
MA
483
Mutual Advisors
Nebraska
$449K -$445K -1,772 -49%
LS
484
Livforsakringsbolaget Skandia
Sweden
$447K
LNC
485
Lincoln National Corp
Pennsylvania
$436K +$3.01K +12 +0.7%
AF
486
Advisornet Financial
Minnesota
$436K +$122K +485 +38%
PA
487
Parallel Advisors
California
$435K +$46.5K +185 +12%
ZCA
488
Zeke Capital Advisors
Pennsylvania
$434K -$297K -1,181 -40%
AIL
489
AGF Investments LLC
Ontario, Canada
$429K +$136K +541 +45%
AG
490
AlphaSimPlex Group
Massachusetts
$427K +$437K +1,741 New
LSA
491
L & S Advisors
California
$423K -$126K -503 -23%
M
492
MOTCO
Texas
$423K -$12.6K -50 -3%
SAM
493
Summit Asset Management
Tennessee
$422K
AHC
494
Adell Harriman & Carpenter
Texas
$420K -$6.28K -25 -1%
FDS
495
Freedom Day Solutions
Texas
$417K +$13.8K +55 +3%
HIIFS
496
Harel Insurance Investments & Financial Services
Israel
$417K +$427K +1,700 New
WC
497
Winmill & Co
New York
$417K +$427K +1,700 New
PL
498
Perpetual Ltd
Australia
$416K
LOAME
499
Lombard Odier Asset Management (Europe)
United Kingdom
$415K
MA
500
MANA Advisors
New York
$411K +$421K +1,677 New

PSA Hedge Fund Activity: Q3 2019 in Review

739 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q3 2019, worth a combined $34.5B — up 1.4% from $34B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new PSA positions and 45 closed out — a net gain of 44 holders — while 279 added to existing stakes and 228 trimmed.

The largest buyer was Bank of America, adding an estimated $327M. The largest seller was Cohen & Steers, cutting an estimated $1.05B.

  • 739 institutional investors held Public Storage (PSA) as of Q3 2019, up from 699 in Q2 2019.
  • Funds reported $34.5B of Public Storage stock for Q3 2019, up 1.4% quarter-over-quarter.
  • 89 funds opened new Public Storage positions in Q3 2019 and 45 closed out, a net change of +44 holders.
  • The largest Public Storage buyer in Q3 2019 was Bank of America, an estimated $327M added.
  • The largest Public Storage seller in Q3 2019 was Cohen & Steers, an estimated $1.05B sold.

Based on aggregated 13F filings for Q3 2019.