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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
MYIA
526
Mount Yale Investment Advisors
Colorado
$337K +$37.2K +148 +10%
NA
527
NewEdge Advisors
Louisiana
$337K +$121K +482 +54%
GP
528
Girard Partners
Pennsylvania
$336K -$20.1K -80 -6%
KIA
529
KCM Investment Advisors
California
$335K +$25.4K +101 +8%
EP
530
Edgestream Partners
New Jersey
$335K +$343K +1,367 New
CAC
531
Cowen and Company
New York
$331K +$339K +1,350 New
IA
532
IFG Advisory
Georgia
$327K -$8.54K -34 -2%
BIM
533
Bridgecreek Investment Management
Oklahoma
$325K
FLI
534
Family Legacy Inc
South Carolina
$325K +$15.1K +60 +4%
SWP
535
Stratos Wealth Partners
Ohio
$323K -$5.27K -21 -2%
WAM
536
Wealthspire Advisors (Maryland)
Maryland
$323K +$3.26K +13 +1%
MC
537
Moors & Cabot
Massachusetts
$323K +$329K +1,312 New
NFG
538
Next Financial Group
Texas
$316K -$23.9K -95 -7%
RCM
539
RNC Capital Management
California
$316K
CCA
540
Checchi Capital Advisers
California
$316K +$3.26K +13 +1%
PFPT
541
Pinnacle Financial Partners (Tennessee)
Tennessee
$311K +$24.1K +96 +8%
BC
542
Brinker Capital
Pennsylvania
$307K +$58.3K +232 +23%
BJL
543
Brighton Jones LLC
Washington
$299K
GWM
544
Geneos Wealth Management
Colorado
$294K +$251 +1 +0.1%
ACM
545
Advisors Capital Management
New Jersey
$294K +$28.1K +112 +10%
CCM
546
Coldstream Capital Management
Washington
$290K +$297K +1,184 New
WOC
547
West Oak Capital
California
$289K -$12.6K -50 -4%
PAA
548
Peregrine Asset Advisers
Oregon
$289K
MCM
549
MAI Capital Management
Ohio
$289K +$753 +3 +0.3%
GT
550
Greenleaf Trust
Michigan
$288K +$33.9K +135 +13%

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.