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Public Storage

632 hedge funds and large institutions have $30.5B invested in Public Storage in 2017 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 248 increasing their positions, 215 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 49

15% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 215

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

2% more funds holding

Funds holding: 621632 (+11)

1.11% more ownership

Funds ownership: 79.28%80.39% (+1.1%)

1% less capital invested

Capital invested by funds: $30.7B → $30.5B (-$202M)

27% less call options, than puts

Call options by funds: $93.5M | Put options by funds: $129M

Holders
632
Holders Change
+11
Holders Change %
+1.77%
% of All Funds
15.73%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.45%
New
68
Increased
248
Reduced
215
Closed
49
Calls
$93.5M
Puts
$129M
Net Calls
-$35.3M
Net Calls Change
+$29.6M
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
526
D.A. Davidson & Co
Montana
$156K
PCM
527
Prelude Capital Management
New York
$150K -$738K -3,330 -83%
AF
528
Allworth Financial
California
$150K +$443 +2 +0.3%
RP
529
Rowlandmiller & Partners
Georgia
$148K
NFG
530
Next Financial Group
Texas
$147K -$199K -900 -56%
BAM
531
Barrett Asset Management
New York
$142K
CT
532
Clearstead Trust
Maine
$142K
SSB
533
Sandy Spring Bank
Maryland
$140K +$5.54K +25 +4%
CLOS
534
Compagnie Lombard Odier SCmA
Switzerland
$131K +$14.2K +64 +12%
QCG
535
Quadrant Capital Group
Ohio
$130K +$664 +3 +0.5%
GLI
536
Guardian Life Insurance
New York
$126K +$1.11K +5 +0.9%
CAL
537
Capital Advisors Ltd
Ohio
$121K
WTB
538
Washington Trust Bank
Washington
$114K -$2.66K -12 -2%
VNA
539
Valley National Advisers
Pennsylvania
$110K
TRCT
540
Tower Research Capital (TRC)
New York
$109K -$1.4M -6,343 -93%
AIS
541
Accurate Investment Solutions
Pennsylvania
$109K
FIB
542
First Interstate Bank
Montana
$109K
Northwestern Mutual Wealth Management
543
Northwestern Mutual Wealth Management
Wisconsin
$107K -$79.1K -357 -42%
CFA
544
Carroll Financial Associates
North Carolina
$104K +$221 +1 +0.2%
CFG
545
Citizens Financial Group
Rhode Island
$103K
PA
546
Parallel Advisors
California
$103K +$221 +1 +0.2%
Carson Wealth (CWM LLC)
547
Carson Wealth (CWM LLC)
Nebraska
$102K -$2.44K -11 -2%
IDBONY
548
Israel Discount Bank of New York
New York
$100K +$6.64K +30 +7%
MWM
549
Mascoma Wealth Management
New Hampshire
$100K +$56.7K +256 +128%
RIM
550
Rampart Investment Management
Connecticut
$91K +$91.7K +414 New

PSA Hedge Fund Activity: Q1 2017 in Review

632 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q1 2017, worth a combined $30.5B — down 0.66% from $30.7B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new PSA positions and 49 closed out — a net gain of 19 holders — while 248 added to existing stakes and 215 trimmed.

The largest buyer was BlackRock, adding an estimated $3.02B. The largest seller was Fidelity Investments, cutting an estimated $220M.

  • 632 institutional investors held Public Storage (PSA) as of Q1 2017, up from 621 in Q4 2016.
  • Funds reported $30.5B of Public Storage stock for Q1 2017, down 0.66% quarter-over-quarter.
  • 68 funds opened new Public Storage positions in Q1 2017 and 49 closed out, a net change of +19 holders.
  • The largest Public Storage buyer in Q1 2017 was BlackRock, an estimated $3.02B added.
  • The largest Public Storage seller in Q1 2017 was Fidelity Investments, an estimated $220M sold.

Based on aggregated 13F filings for Q1 2017.