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Public Storage

739 hedge funds and large institutions have $34.5B invested in Public Storage in 2019 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 279 increasing their positions, 228 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 45

90% more call options, than puts

Call options by funds: $325M | Put options by funds: $171M

22% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 228

6% more funds holding

Funds holding: 699739 (+40)

1% more capital invested

Capital invested by funds: $34B → $34.5B (+$481M)

1.35% less ownership

Funds ownership: 81.88%80.53% (-1.3%)

25% less funds holding in top 10

Funds holding in top 10: 1612 (-4)

Holders
739
Holders Change
+40
Holders Change %
+5.72%
% of All Funds
16.21%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.26%
New
89
Increased
279
Reduced
228
Closed
45
Calls
$325M
Puts
$171M
Net Calls
+$154M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
LAIC
501
Lederer & Associates Investment Counsel
California
$408K
ST
502
Spinnaker Trust
Maine
$408K +$2.26K +9 +0.5%
MCP
503
Mirador Capital Partners
California
$407K
TA
504
TFG Advisers
Michigan
$404K +$29.4K +117 +8%
MGIA
505
Moneta Group Investment Advisors
Missouri
$399K +$2.76K +11 +0.7%
CBU
506
CIBC Bank USA
Illinois
$396K +$28.4K +113 +8%
WAM
507
Weatherly Asset Management
California
$392K +$402K +1,599 New
MAFM
508
Mid Atlantic Financial Management
Pennsylvania
$387K +$251 +1 +0.1%
MMG
509
Monetary Management Group
Missouri
$374K +$81.6K +325 +27%
S
510
SignatureFD
Georgia
$373K +$38.7K +154 +11%
CAM
511
Cresset Asset Management
Illinois
$372K +$9.54K +38 +3%
BFG
512
Beacon Financial Group
Texas
$371K -$14.8K -59 -4%
KA
513
Kintegral Advisory
New York
$370K
IIM
514
Ipswich Investment Management
Massachusetts
$366K
FHB
515
First Hawaiian Bank
Hawaii
$364K -$420K -1,672 -53%
GIA
516
Gateway Investment Advisers
Ohio
$363K -$1.06M -4,218 -74%
MBTD
517
Mechanics Bank - Trust Department
California
$363K
HI
518
Horizon Investments
North Carolina
$353K +$105K +420 +41%
MCA
519
Morris Capital Advisors
Pennsylvania
$351K +$753 +3 +0.2%
CAG
520
Csenge Advisory Group
Florida
$350K +$12.1K +48 +3%
NAMP
521
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$348K
BCI
522
Brinker Capital Investments
Pennsylvania
$347K -$19.3K -77 -5%
MML Investors Services
523
MML Investors Services
Massachusetts
$343K -$89.9K -358 -20%
SPIA
524
Steward Partners Investment Advisory
New York
$342K +$57.3K +228 +20%
BHBT
525
Burke & Herbert Bank & Trust
Virginia
$340K +$1K +4 +0.3%

PSA Hedge Fund Activity: Q3 2019 in Review

739 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q3 2019, worth a combined $34.5B — up 1.4% from $34B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new PSA positions and 45 closed out — a net gain of 44 holders — while 279 added to existing stakes and 228 trimmed.

The largest buyer was Bank of America, adding an estimated $327M. The largest seller was Cohen & Steers, cutting an estimated $1.05B.

  • 739 institutional investors held Public Storage (PSA) as of Q3 2019, up from 699 in Q2 2019.
  • Funds reported $34.5B of Public Storage stock for Q3 2019, up 1.4% quarter-over-quarter.
  • 89 funds opened new Public Storage positions in Q3 2019 and 45 closed out, a net change of +44 holders.
  • The largest Public Storage buyer in Q3 2019 was Bank of America, an estimated $327M added.
  • The largest Public Storage seller in Q3 2019 was Cohen & Steers, an estimated $1.05B sold.

Based on aggregated 13F filings for Q3 2019.