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Public Storage

756 hedge funds and large institutions have $29.6B invested in Public Storage in 2019 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 272 increasing their positions, 250 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $289M | Put options by funds: $157M

37% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 78

2% more funds holding

Funds holding: 739756 (+17)

9% more repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 250

0.97% less ownership

Funds ownership: 80.53%79.56% (-0.97%)

14% less capital invested

Capital invested by funds: $34.5B → $29.6B (-$4.89B)

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

Holders
756
Holders Change
+17
Holders Change %
+2.3%
% of All Funds
14.9%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.14%
New
107
Increased
272
Reduced
250
Closed
78
Calls
$289M
Puts
$157M
Net Calls
+$132M
Net Calls Change
-$21.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MAFM
501
Mid Atlantic Financial Management
Pennsylvania
$349K +$12.9K +58 +4%
CC
502
ClearArc Capital
Ohio
$348K -$138K -621 -28%
WT
503
Whittier Trust
California
$348K +$235K +1,059 +184%
BBVA
504
Banco Bilbao Vizcaya Argentaria
Spain
$338K +$352K +1,588 New
AC
505
AlphaCore Capital
California
$334K +$348K +1,568 New
HIC
506
Hartline Investment Corp
Illinois
$331K +$345K +1,555 New
SC
507
Saturna Capital
Washington
$325K +$122K +550 +56%
AAS
508
Avantax Advisory Services
Texas
$323K +$339K +1,527 New
HAS
509
HBW Advisory Services
California
$322K +$334K +1,506 New
KA
510
Kintegral Advisory
New York
$321K
MC
511
Moors & Cabot
Massachusetts
$321K +$41.5K +187 +14%
BCM
512
Bridgeway Capital Management
Texas
$319K +$333K +1,500 New
IIM
513
Ipswich Investment Management
Massachusetts
$317K
MBTD
514
Mechanics Bank - Trust Department
California
$315K
CG
515
Cutler Group
California
$314K +$327K +1,475 New
MCA
516
Morris Capital Advisors
Pennsylvania
$312K +$7.1K +32 +2%
Coatue Management
517
Coatue Management
New York
$312K +$326K +1,467 New
CG
518
Colony Group
Massachusetts
$308K +$320K +1,444 New
MML Investors Services
519
MML Investors Services
Massachusetts
$307K +$9.54K +43 +3%
NAMP
520
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$302K
FCMT
521
Founders Capital Management (Texas)
Texas
$298K -$144K -650 -32%
PGFC
522
Peapack-Gladstone Financial Corp
New Jersey
$298K +$311K +1,401 New
BHBT
523
Burke & Herbert Bank & Trust
Virginia
$296K
BOPW
524
Brandywine Oak Private Wealth
Pennsylvania
$293K +$52.6K +237 +21%
BCI
525
Brinker Capital Investments
Pennsylvania
$292K -$9.1K -41 -3%

PSA Hedge Fund Activity: Q4 2019 in Review

756 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q4 2019, worth a combined $29.6B — down 14% from $34.5B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new PSA positions and 78 closed out — a net gain of 29 holders — while 272 added to existing stakes and 250 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $247M. The largest seller was T. Rowe Price Associates, cutting an estimated $418M.

  • 756 institutional investors held Public Storage (PSA) as of Q4 2019, up from 739 in Q3 2019.
  • Funds reported $29.6B of Public Storage stock for Q4 2019, down 14% quarter-over-quarter.
  • 107 funds opened new Public Storage positions in Q4 2019 and 78 closed out, a net change of +29 holders.
  • The largest Public Storage buyer in Q4 2019 was Cohen & Steers, an estimated $247M added.
  • The largest Public Storage seller in Q4 2019 was T. Rowe Price Associates, an estimated $418M sold.

Based on aggregated 13F filings for Q4 2019.