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Public Storage

677 hedge funds and large institutions have $28.6B invested in Public Storage in 2018 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 241 increasing their positions, 253 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 76

1% more funds holding

Funds holding: 673677 (+4)

0.29% more ownership

Funds ownership: 81.77%82.06% (+0.29%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

4% less capital invested

Capital invested by funds: $29.7B → $28.6B (-$1.1B)

5% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 253

48% less call options, than puts

Call options by funds: $83.5M | Put options by funds: $161M

Holders
677
Holders Change
+4
Holders Change %
+0.59%
% of All Funds
15.52%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
83
Increased
241
Reduced
253
Closed
76
Calls
$83.5M
Puts
$161M
Net Calls
-$77.2M
Net Calls Change
-$63.2M
Name Holding Trade Value Shares
Change
Change in
Stake
DA
501
Doliver Advisors
Texas
$225K +$219K +1,125 New
WA
502
WESPAC Advisors
California
$225K +$219K +1,125 New
DAM
503
Doheny Asset Management
California
$222K
CG
504
Cutler Group
California
$220K +$131K +673 +158%
TAM
505
Tiverton Asset Management
Delaware
$219K -$86.7K -445 -29%
CIBC World Market
506
CIBC World Market
Ontario, Canada
$217K -$1.24M -6,357 -85%
LFG
507
LifePlan Financial Group
Ohio
$216K
VAM
508
Verity Asset Management
North Carolina
$216K +$210K +1,080 New
PWP
509
Private Wealth Partners
California
$212K -$54.5K -280 -21%
P
510
Pitcairn
Pennsylvania
$212K -$8.38K -43 -4%
PCFFS
511
Pacific Center for Financial Services
California
$211K
PIM
512
Penobscot Investment Management
Massachusetts
$209K -$158K -810 -44%
WA
513
WBH Advisory
Maryland
$209K
Cerity Partners
514
Cerity Partners
New York
$208K -$195 -1 -0.1%
TG
515
TLP Group
Illinois
$208K +$202K +1,036 New
CGL
516
Clarius Group LLC
Washington
$207K
SCM
517
Shelton Capital Management
Colorado
$207K
WCWM
518
Willow Creek Wealth Management
California
$205K +$199K +1,023 New
AFG
519
Arkansas Financial Group
Arkansas
$200K
FNBT
520
FineMark National Bank & Trust
Florida
$200K +$194K +996 New
JCM
521
Jacobi Capital Management
Pennsylvania
$182K +$72.5K +372 +69%
AIM
522
Anchor Investment Management
South Carolina
$180K +$156K +800 +800%
Fuller & Thaler Asset Management
523
Fuller & Thaler Asset Management
California
$180K +$117K +600 +200%
AW
524
Alpha Windward
Massachusetts
$178K +$10.7K +55 +7%
FIB
525
First Interstate Bank
Montana
$178K +$119K +610 +218%

PSA Hedge Fund Activity: Q1 2018 in Review

677 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q1 2018, worth a combined $28.6B — down 3.7% from $29.7B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new PSA positions and 76 closed out — a net gain of 7 holders — while 241 added to existing stakes and 253 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $202M. The largest seller was Vanguard Group, cutting an estimated $250M.

  • 677 institutional investors held Public Storage (PSA) as of Q1 2018, up from 673 in Q4 2017.
  • Funds reported $28.6B of Public Storage stock for Q1 2018, down 3.7% quarter-over-quarter.
  • 83 funds opened new Public Storage positions in Q1 2018 and 76 closed out, a net change of +7 holders.
  • The largest Public Storage buyer in Q1 2018 was Fidelity Investments, an estimated $202M added.
  • The largest Public Storage seller in Q1 2018 was Vanguard Group, an estimated $250M sold.

Based on aggregated 13F filings for Q1 2018.