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Public Storage

756 hedge funds and large institutions have $29.6B invested in Public Storage in 2019 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 272 increasing their positions, 250 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $289M | Put options by funds: $157M

37% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 78

2% more funds holding

Funds holding: 739756 (+17)

9% more repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 250

0.97% less ownership

Funds ownership: 80.53%79.56% (-0.97%)

14% less capital invested

Capital invested by funds: $34.5B → $29.6B (-$4.89B)

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

Holders
756
Holders Change
+17
Holders Change %
+2.3%
% of All Funds
14.9%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.14%
New
107
Increased
272
Reduced
250
Closed
78
Calls
$289M
Puts
$157M
Net Calls
+$132M
Net Calls Change
-$21.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Fiera Capital (Canada)
476
Fiera Capital (Canada)
Quebec, Canada
$394K -$88.8K -400 -18%
VF
477
Virtu Financial
New York
$393K -$494K -2,228 -55%
SFS
478
Strategic Financial Services
New York
$393K
SI
479
Stephens Inc
Arkansas
$390K -$116K -522 -22%
FDS
480
Freedom Day Solutions
Texas
$388K +$27.5K +124 +7%
LSA
481
L & S Advisors
California
$387K +$21.1K +95 +6%
MA
482
Mutual Advisors
Nebraska
$384K -$5.99K -27 -1%
AF
483
Advisornet Financial
Minnesota
$374K -$4.66K -21 -1%
MCP
484
Mirador Capital Partners
California
$374K +$22.2K +100 +6%
AG
485
AlphaSimPlex Group
Massachusetts
$371K
TNBTD
486
Trustmark National Bank Trust Department
Mississippi
$370K -$58.6K -264 -13%
EGM
487
Engineers Gate Manager
New York
$367K -$212K -957 -36%
SAM
488
Summit Asset Management
Tennessee
$366K
WC
489
Winmill & Co
New York
$362K
IUHSA
490
Itau Unibanco Holding S.A.
Brazil
$362K +$378K +1,702 New
PL
491
Perpetual Ltd
Australia
$361K
IAN
492
Integrated Advisors Network
Texas
$361K +$377K +1,697 New
LOAME
493
Lombard Odier Asset Management (Europe)
United Kingdom
$360K
CBU
494
CIBC Bank USA
Illinois
$359K +$16.6K +75 +5%
M
495
MOTCO
Texas
$358K -$9.99K -45 -3%
ARMT
496
Amica Retiree Medical Trust
Rhode Island
$358K +$224K +1,010 +151%
AHC
497
Adell Harriman & Carpenter
Texas
$354K -$11.1K -50 -3%
ST
498
Spinnaker Trust
Maine
$352K -$2K -9 -0.5%
LAIC
499
Lederer & Associates Investment Counsel
California
$350K -$4.44K -20 -1%
OI
500
Oakbrook Investments
Illinois
$349K -$579K -2,608 -61%

PSA Hedge Fund Activity: Q4 2019 in Review

756 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q4 2019, worth a combined $29.6B — down 14% from $34.5B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new PSA positions and 78 closed out — a net gain of 29 holders — while 272 added to existing stakes and 250 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $247M. The largest seller was T. Rowe Price Associates, cutting an estimated $418M.

  • 756 institutional investors held Public Storage (PSA) as of Q4 2019, up from 739 in Q3 2019.
  • Funds reported $29.6B of Public Storage stock for Q4 2019, down 14% quarter-over-quarter.
  • 107 funds opened new Public Storage positions in Q4 2019 and 78 closed out, a net change of +29 holders.
  • The largest Public Storage buyer in Q4 2019 was Cohen & Steers, an estimated $247M added.
  • The largest Public Storage seller in Q4 2019 was T. Rowe Price Associates, an estimated $418M sold.

Based on aggregated 13F filings for Q4 2019.