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Public Storage
PSA

Overview Fund Activity

690 hedge funds and large institutions have $32.3B invested in Public Storage in 2018 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 234 increasing their positions, 253 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
690
Holders Change
+15
Holders Change %
+2.22%
% of All Funds
15.82%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.28%
New
69
Increased
234
Reduced
253
Closed
49
Calls
$93.7M
Puts
$398M
Net Calls
-$304M
Net Calls Change
-$227M

Top Buyers

1
BC
Brookfield Corp
Ontario, Canada
+$293M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$253M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$91.3M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$53.4M
5
BlackRock
BlackRock
New York
+$51.4M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$290M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$124M
3
EVM
Eaton Vance Management
Massachusetts
-$115M
4
SCRM
Security Capital Research & Management
Illinois
-$66.8M
5
Capital World Investors
Capital World Investors
California
-$56.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHBT
501
Burke & Herbert Bank & Trust
Virginia
$281K +$10.2K +45 +4%
CCA
502
Checchi Capital Advisers
California
$276K +$19.3K +85 +8%
CWM
503
Cornerstone Wealth Management
Missouri
$272K +$272K +61,502 New
ACA
504
Anchor Capital Advisors
Massachusetts
$271K -$66.9K -295 -20%
PAA
505
Peregrine Asset Advisers
Oregon
$267K – – –
FPS
506
Fieldpoint Private Securities
Connecticut
$267K +$231K +1,020 +646%
WT
507
Washington Trust
Rhode Island
$256K -$38.1K -168 -13%
WA
508
WESPAC Advisors
California
$255K – – –
S
509
SignatureFD
Georgia
$253K +$103K +456 +69%
CGL
510
Clarius Group LLC
Washington
$249K +$13.9K +61 +6%
TAM
511
Tiverton Asset Management
Delaware
$248K – – –
LFG
512
LifePlan Financial Group
Ohio
$245K – – –
VAM
513
Verity Asset Management
North Carolina
$245K – – –
Fuller & Thaler Asset Management
514
Fuller & Thaler Asset Management
California
$244K +$39.7K +175 +19%
NFG
515
Next Financial Group
Texas
$242K -$43.3K -191 -15%
PWP
516
Private Wealth Partners
California
$240K – – –
P
517
Pitcairn
Pennsylvania
$239K -$227 -1 -0.1%
PCFFS
518
Pacific Center for Financial Services
California
$239K – – –
WA
519
WBH Advisory
Maryland
$236K – – –
SCM
520
Shelton Capital Management
Colorado
$235K – – –
ASN
521
Advisory Services Network
Georgia
$231K +$142K +647 +159%
DAM
522
Doheny Asset Management
California
$229K -$22.7K -100 -9%
MA
523
Mutual Advisors
Nebraska
$228K +$228K +1,006 New
GXMC
524
Global X Management Company
New York
$227K -$105K -462 -32%
PCG
525
Private Capital Group
Connecticut
$227K +$122K +539 +116%
19 20
21
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