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Public Storage

628 hedge funds and large institutions have $30.2B invested in Public Storage in 2017 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 241 increasing their positions, 220 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 57

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

10% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 220

3% more capital invested

Capital invested by funds: $29.3B → $30.2B (+$841M)

0.15% more ownership

Funds ownership: 80.89%81.04% (+0.15%)

0% more funds holding

Funds holding: 628628 (0)

27% less call options, than puts

Call options by funds: $93.7M | Put options by funds: $129M

Holders
628
Holders Change
Holders Change %
0%
% of All Funds
15.66%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.27%
New
65
Increased
241
Reduced
220
Closed
57
Calls
$93.7M
Puts
$129M
Net Calls
-$35.4M
Net Calls Change
+$5.15M
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
501
Arkansas Financial Group
Arkansas
$214K
BCM
502
Bridgeway Capital Management
Texas
$214K
PM
503
Parametrica Management
Hong Kong
$214K +$207K +1,000 New
AL
504
Aspiriant LLC
California
$213K -$4.13K -20 -2%
WAM
505
Wealthspire Advisors (Maryland)
Maryland
$212K +$1.86K +9 +0.9%
IH
506
IFC Holdings
Florida
$210K -$39.5K -191 -16%
Fisher Asset Management
507
Fisher Asset Management
Washington
$209K +$202K +979 New
CAM
508
Congress Asset Management
Massachusetts
$207K -$398K -1,925 -67%
GSBTD
509
Glenview State Bank Trust Department
Illinois
$205K +$198K +956 New
GC
510
Grimes & Company
Massachusetts
$204K +$197K +951 New
B
511
Bailard
California
$202K -$24.6K -119 -11%
LOAMS
512
Lombard Odier Asset Management (Switzerland)
Switzerland
$200K +$193K +936 New
DZ Bank
513
DZ Bank
Germany
$191K -$215K -1,042 -54%
NFG
514
Next Financial Group
Texas
$185K +$21.5K +104 +14%
AW
515
Alpha Windward
Massachusetts
$178K
CHP
516
Cable Hill Partners
Oregon
$168K +$94.9K +459 +140%
CLOS
517
Compagnie Lombard Odier SCmA
Switzerland
$164K +$34.1K +165 +28%
CCS
518
Crosspoint Capital Strategies
California
$155K
Northwestern Mutual Wealth Management
519
Northwestern Mutual Wealth Management
Wisconsin
$149K +$26.9K +130 +23%
LC
520
Landaas & Company
Wisconsin
$147K +$142K +686 New
AF
521
Allworth Financial
California
$146K
JFGIW
522
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$146K +$14.5K +70 +11%
RP
523
Rowlandmiller & Partners
Georgia
$143K
BAM
524
Barrett Asset Management
New York
$139K
AssetMark Inc
525
AssetMark Inc
California
$137K -$6.4M -30,964 -98%

PSA Hedge Fund Activity: Q3 2017 in Review

628 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q3 2017, worth a combined $30.2B — up 2.9% from $29.3B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new PSA positions and 57 closed out — a net gain of 8 holders — while 241 added to existing stakes and 220 trimmed.

The largest buyer was Capital World Investors, adding an estimated $633M. The largest seller was Fidelity Investments, cutting an estimated $297M.

  • 628 institutional investors held Public Storage (PSA) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $30.2B of Public Storage stock for Q3 2017, up 2.9% quarter-over-quarter.
  • 65 funds opened new Public Storage positions in Q3 2017 and 57 closed out, a net change of +8 holders.
  • The largest Public Storage buyer in Q3 2017 was Capital World Investors, an estimated $633M added.
  • The largest Public Storage seller in Q3 2017 was Fidelity Investments, an estimated $297M sold.

Based on aggregated 13F filings for Q3 2017.