PSA icon

Public Storage
PSA

Overview Fund Activity

786 hedge funds and large institutions have $31.9B invested in Public Storage in 2020 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 254 increasing their positions, 258 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
786
Holders Change
+64
Holders Change %
+8.86%
% of All Funds
13.95%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.2%
New
124
Increased
254
Reduced
258
Closed
49
Calls
$94.9M
Puts
$97.6M
Net Calls
-$2.77M
Net Calls Change
+$17.8M

Top Buyers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$262M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$165M
3
EIM
Elliott Investment Management
Florida
$133M
4
First Trust Advisors
First Trust Advisors
Illinois
$197M
5
RC
Resolution Capital
Australia
$120M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$239M
2
Cohen & Steers
Cohen & Steers
New York
$2.39B
3
Capital World Investors
Capital World Investors
California
$170M
4
Goldman Sachs
Goldman Sachs
New York
$124M
5
Victory Capital Management
Victory Capital Management
Texas
$25.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
526
Raymond James Trust
Florida
$353K +$85.8K +372 +32%
AG
527
AlphaSimPlex Group
Massachusetts
$350K -$48.3K -209 -12%
VWA
528
V Wealth Advisors
Kansas
$350K +$94.2K +408 +37%
ASN
529
Advisory Services Network
Georgia
$345K -$49.4K -214 -13%
FMC
530
First Merchants Corp
Indiana
$342K +$111K +479 +48%
HIC
531
Hartline Investment Corp
Illinois
$341K – – –
MBTD
532
Mechanics Bank - Trust Department
California
$341K – – –
SI
533
Stephens Inc
Arkansas
$335K +$17.1K +74 +5%
AHC
534
Adell Harriman & Carpenter
Texas
$335K -$3.46K -15 -1%
ISWM
535
Independent Solutions Wealth Management
New York
$333K +$42.7K +185 +15%
AAS
536
Avantax Advisory Services
Texas
$325K -$318K -1,373 -49%
M
537
MOTCO
Texas
$323K +$1.16K +5 +0.4%
EMG
538
ETF Managers Group
New Jersey
$323K +$28.4K +124 +10%
Northwestern Mutual Wealth Management
539
Northwestern Mutual Wealth Management
Wisconsin
$315K -$1.8M -7,778 -85%
JCM
540
Jacobi Capital Management
Pennsylvania
$315K -$3.23K -14 -1%
KIA
541
KCM Investment Advisors
California
$312K – – –
MMG
542
Monetary Management Group
Missouri
$312K – – –
PFA
543
Peak Financial Advisors
Colorado
$311K +$311K +1,348 New
BJL
544
Brighton Jones LLC
Washington
$310K +$18.5K +80 +6%
BO
545
Bank OZK
Arkansas
$308K – – –
MAFM
546
Mid Atlantic Financial Management
Pennsylvania
$308K +$3.01K +13 +1%
BIM
547
Bridgecreek Investment Management
Oklahoma
$306K – – –
WANY
548
Wealthspire Advisors (New York)
New York
$302K +$302K +1,306 New
BHBT
549
Burke & Herbert Bank & Trust
Virginia
$300K – – –
IA
550
IFG Advisory
Georgia
$300K +$1.61K +7 +0.5%
20 21
22
23 24