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Public Storage

673 hedge funds and large institutions have $29.7B invested in Public Storage in 2017 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 257 increasing their positions, 205 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 58

25% more repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 205

7% more funds holding

Funds holding: 628673 (+45)

0.73% more ownership

Funds ownership: 81.04%81.77% (+0.73%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

1% less capital invested

Capital invested by funds: $30.2B → $29.7B (-$440M)

10% less call options, than puts

Call options by funds: $124M | Put options by funds: $138M

Holders
673
Holders Change
+45
Holders Change %
+7.17%
% of All Funds
15.26%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
107
Increased
257
Reduced
205
Closed
58
Calls
$124M
Puts
$138M
Net Calls
-$14M
Net Calls Change
+$21.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
501
Bridgecreek Investment Management
Oklahoma
$277K
IWM
502
IHT Wealth Management
Illinois
$275K +$275K +1,301 +2,655%
DADC
503
D.A. Davidson & Co
Montana
$275K +$278K +1,317 New
Mirae Asset Global Investments
504
Mirae Asset Global Investments
South Korea
$274K +$52K +246 +23%
RA
505
RFG Advisory
Alabama
$274K +$284K +1,346 New
WOC
506
West Oak Capital
California
$274K
GXMC
507
Global X Management Company
New York
$258K -$11.6K -55 -4%
FAIM
508
Financial Advocates Investment Management
Washington
$253K +$256K +1,209 New
TCOV
509
Trust Company of Vermont
Vermont
$243K
AFNAS
510
American Financial Network Advisory Services
California
$241K +$22.4K +106 +10%
BHBT
511
Burke & Herbert Bank & Trust
Virginia
$240K +$243K +1,148 New
FM
512
Forward Management
California
$239K -$15.9K -75 -6%
CCA
513
Checchi Capital Advisers
California
$238K -$12.5K -59 -5%
DAM
514
Doheny Asset Management
California
$232K -$91.3K -432 -28%
LFG
515
LifePlan Financial Group
Ohio
$231K
II
516
Inspire Investing
Idaho
$231K +$233K +1,104 New
P
517
Pitcairn
Pennsylvania
$230K +$232K +1,099 New
NFG
518
Next Financial Group
Texas
$228K +$51.6K +244 +29%
Mackenzie Financial
519
Mackenzie Financial
Ontario, Canada
$225K +$228K +1,077 New
PCFFS
520
Pacific Center for Financial Services
California
$220K
UB
521
UMB Bank
Missouri
$219K -$93.2K -441 -30%
WA
522
WBH Advisory
Maryland
$217K
Cerity Partners
523
Cerity Partners
New York
$217K +$2.54K +12 +1%
PP
524
Pegasus Partners
Wisconsin
$217K +$220K +1,040 New
CGL
525
Clarius Group LLC
Washington
$216K