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Public Storage

628 hedge funds and large institutions have $29.3B invested in Public Storage in 2017 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 253 increasing their positions, 213 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 213

5% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 65

0.5% more ownership

Funds ownership: 80.39%80.89% (+0.5%)

1% less funds holding

Funds holding: 632628 (-4)

4% less capital invested

Capital invested by funds: $30.5B → $29.3B (-$1.19B)

37% less call options, than puts

Call options by funds: $68.8M | Put options by funds: $109M

44% less funds holding in top 10

Funds holding in top 10: 1810 (-8)

Holders
628
Holders Change
-4
Holders Change %
-0.63%
% of All Funds
15.66%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.25%
New
68
Increased
253
Reduced
213
Closed
65
Calls
$68.8M
Puts
$109M
Net Calls
-$40.5M
Net Calls Change
-$5.23M
Name Holding Trade Value Shares
Change
Change in
Stake
B
501
Bailard
California
$221K
PCFFS
502
Pacific Center for Financial Services
California
$220K
MF
503
Magnetar Financial
Illinois
$219K -$812K -3,775 -78%
SNT
504
Security National Trust
West Virginia
$218K +$154K +715 +217%
WA
505
WBH Advisory
Maryland
$217K
SCM
506
Shelton Capital Management
Colorado
$216K
AL
507
Aspiriant LLC
California
$211K
FPCG
508
Fort Pitt Capital Group
Pennsylvania
$211K
Mirae Asset Global Investments
509
Mirae Asset Global Investments
South Korea
$209K -$355K -1,650 -62%
AFG
510
Arkansas Financial Group
Arkansas
$209K
BCM
511
Bridgeway Capital Management
Texas
$209K
WAM
512
Wealthspire Advisors (Maryland)
Maryland
$204K +$49.5K +230 +31%
OCG
513
Opus Capital Group
Ohio
$202K -$32.3K -150 -13%
CL
514
CPWM LLC
Washington
$201K -$215 -1 -0.1%
PP
515
Prudential plc
United Kingdom
$200K +$207K +961 New
BTIS
516
BB&T Investment Services
North Carolina
$198K +$197K +916 +1,728%
DADC
517
D.A. Davidson & Co
Montana
$184K +$36.6K +170 +24%
AW
518
Alpha Windward
Massachusetts
$173K -$20.4K -95 -10%
ST
519
Smithfield Trust
Pennsylvania
$156K
NFG
520
Next Financial Group
Texas
$155K +$8.6K +40 +6%
CCS
521
Crosspoint Capital Strategies
California
$151K
AF
522
Allworth Financial
California
$142K -$430 -2 -0.3%
RP
523
Rowlandmiller & Partners
Georgia
$141K
NA
524
NewEdge Advisors
Louisiana
$137K +$145K +675 New
BAM
525
Barrett Asset Management
New York
$136K

PSA Hedge Fund Activity: Q2 2017 in Review

628 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q2 2017, worth a combined $29.3B — down 3.9% from $30.5B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new PSA positions and 65 closed out — a net gain of 3 holders — while 253 added to existing stakes and 213 trimmed.

The largest buyer was Capital World Investors, adding an estimated $419M. The largest seller was Cohen & Steers, cutting an estimated $462M.

  • 628 institutional investors held Public Storage (PSA) as of Q2 2017, down from 632 in Q1 2017.
  • Funds reported $29.3B of Public Storage stock for Q2 2017, down 3.9% quarter-over-quarter.
  • 68 funds opened new Public Storage positions in Q2 2017 and 65 closed out, a net change of +3 holders.
  • The largest Public Storage buyer in Q2 2017 was Capital World Investors, an estimated $419M added.
  • The largest Public Storage seller in Q2 2017 was Cohen & Steers, an estimated $462M sold.

Based on aggregated 13F filings for Q2 2017.