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Public Storage

628 hedge funds and large institutions have $29.3B invested in Public Storage in 2017 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 253 increasing their positions, 213 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 213

5% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 65

0.5% more ownership

Funds ownership: 80.39%80.89% (+0.5%)

1% less funds holding

Funds holding: 632628 (-4)

4% less capital invested

Capital invested by funds: $30.5B → $29.3B (-$1.19B)

37% less call options, than puts

Call options by funds: $68.8M | Put options by funds: $109M

44% less funds holding in top 10

Funds holding in top 10: 1810 (-8)

Holders
628
Holders Change
-4
Holders Change %
-0.63%
% of All Funds
15.66%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.25%
New
68
Increased
253
Reduced
213
Closed
65
Calls
$68.8M
Puts
$109M
Net Calls
-$40.5M
Net Calls Change
-$5.23M
Name Holding Trade Value Shares
Change
Change in
Stake
MIFH
526
Migdal Insurance & Financial Holdings
Israel
$131K -$53.8K -250 -28%
SSB
527
Sandy Spring Bank
Maryland
$129K -$4.95K -23 -4%
JFGIW
528
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$128K +$96.8K +450 +274%
MMG
529
Monetary Management Group
Missouri
$125K -$917K -4,265 -88%
CLOS
530
Compagnie Lombard Odier SCmA
Switzerland
$125K
CTC
531
Central Trust Company
Missouri
$121K +$36.3K +169 +41%
Northwestern Mutual Wealth Management
532
Northwestern Mutual Wealth Management
Wisconsin
$119K +$16.1K +75 +15%
CAL
533
Capital Advisors Ltd
Ohio
$116K
MFW
534
Mosaic Family Wealth
Missouri
$107K -$53.8K -250 -33%
VNA
535
Valley National Advisers
Pennsylvania
$105K
Bessemer Group
536
Bessemer Group
New Jersey
$105K +$109K +505 New
AIS
537
Accurate Investment Solutions
Pennsylvania
$104K
FIB
538
First Interstate Bank
Montana
$104K
QCG
539
Quadrant Capital Group
Ohio
$103K -$17.6K -82 -13%
PA
540
Parallel Advisors
California
$102K -$1.5K -7 -1%
CFA
541
Carroll Financial Associates
North Carolina
$99K
CFG
542
Citizens Financial Group
Rhode Island
$98K
Carson Wealth (CWM LLC)
543
Carson Wealth (CWM LLC)
Nebraska
$97K
IDBONY
544
Israel Discount Bank of New York
New York
$95K
SA
545
SpiderRock Advisors
Delaware
$82K
ASN
546
Advisory Services Network
Georgia
$75K -$329K -1,531 -81%
HRC
547
Hoertkorn Richard Charles
$74K
MCM
548
Manchester Capital Management
Vermont
$73K
MA
549
MUFG Americas
New York
$73K
HDIM
550
Hanson & Doremus Investment Management
Vermont
$71K

PSA Hedge Fund Activity: Q2 2017 in Review

628 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q2 2017, worth a combined $29.3B — down 3.9% from $30.5B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new PSA positions and 65 closed out — a net gain of 3 holders — while 253 added to existing stakes and 213 trimmed.

The largest buyer was Capital World Investors, adding an estimated $419M. The largest seller was Cohen & Steers, cutting an estimated $462M.

  • 628 institutional investors held Public Storage (PSA) as of Q2 2017, down from 632 in Q1 2017.
  • Funds reported $29.3B of Public Storage stock for Q2 2017, down 3.9% quarter-over-quarter.
  • 68 funds opened new Public Storage positions in Q2 2017 and 65 closed out, a net change of +3 holders.
  • The largest Public Storage buyer in Q2 2017 was Capital World Investors, an estimated $419M added.
  • The largest Public Storage seller in Q2 2017 was Cohen & Steers, an estimated $462M sold.

Based on aggregated 13F filings for Q2 2017.