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Public Storage
PSA

Overview Fund Activity

737 hedge funds and large institutions have $34.4B invested in Public Storage in 2019 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 278 increasing their positions, 228 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
737
Holders Change
+40
Holders Change %
+5.74%
% of All Funds
16.19%
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
278
Reduced
228
Closed
45
Calls
$325M
Puts
$171M
Net Calls
+$154M
Net Calls Change
+$16.4M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$587M
2
Goldman Sachs
2
Goldman Sachs
New York
$502M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$683M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$247M
5
APG Asset Management
5
APG Asset Management
Netherlands
$281M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$949M
2
BC
2
Brookfield Corp
Ontario, Canada
$0
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$345M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$825M
5
Invesco
5
Invesco
Georgia
$447M
Name Holding Trade Value Shares
Change 		Shares
Change %
GP
526
Girard Partners
Pennsylvania
$336K -$19.6K -80 -6%
KIA
527
KCM Investment Advisors
California
$335K +$24.8K +101 +8%
EP
528
Edgestream Partners
New Jersey
$335K +$335K +1,367 New
CAC
529
Cowen and Company
New York
$331K +$331K +1,350 New
IA
530
IFG Advisory
Georgia
$327K -$8.32K -34 -2%
BIM
531
Bridgecreek Investment Management
Oklahoma
$325K – – –
FLI
532
Family Legacy Inc
South Carolina
$325K +$12.9K +60 +4%
SWP
533
Stratos Wealth Partners
Ohio
$323K -$5.15K -21 -2%
WAM
534
Wealthspire Advisors (Maryland)
Maryland
$323K +$3.19K +13 +1%
MC
535
Moors & Cabot
Massachusetts
$323K +$323K +1,312 New
NFG
536
Next Financial Group
Texas
$316K -$23.3K -95 -7%
RCM
537
RNC Capital Management
California
$316K – – –
CCA
538
Checchi Capital Advisers
California
$316K +$3.19K +13 +1%
PFP
539
Pinnacle Financial Partners
Tennessee
$311K +$23.6K +96 +8%
BC
540
Brinker Capital
Pennsylvania
$307K +$56.8K +232 +23%
BJL
541
Brighton Jones LLC
Washington
$299K – – –
GWM
542
Geneos Wealth Management
Colorado
$294K +$245 +1 +0.1%
ACM
543
Advisors Capital Management
New Jersey
$294K +$27.5K +112 +10%
CCM
544
Coldstream Capital Management
Washington
$290K +$290K +1,184 New
WOC
545
West Oak Capital
California
$289K -$12.2K -50 -4%
PAA
546
Peregrine Asset Advisers
Oregon
$289K – – –
MCM
547
MAI Capital Management
Ohio
$289K +$737 +3 +0.3%
GT
548
Greenleaf Trust
Michigan
$288K +$33.1K +135 +13%
CCP
549
Corient Capital Partners
California
$286K +$286K +1,168 New
KMWM
550
Keudell/Morrison Wealth Management
Oregon
$280K +$280K +1,142 New
20 21
22
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