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Public Storage

673 hedge funds and large institutions have $29.7B invested in Public Storage in 2017 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 257 increasing their positions, 205 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 58

25% more repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 205

7% more funds holding

Funds holding: 628673 (+45)

0.73% more ownership

Funds ownership: 81.04%81.77% (+0.73%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

1% less capital invested

Capital invested by funds: $30.2B → $29.7B (-$440M)

10% less call options, than puts

Call options by funds: $124M | Put options by funds: $138M

Holders
673
Holders Change
+45
Holders Change %
+7.17%
% of All Funds
15.26%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
107
Increased
257
Reduced
205
Closed
58
Calls
$124M
Puts
$138M
Net Calls
-$14M
Net Calls Change
+$21.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
551
Capital Advisors Ltd
Ohio
$116K
Carson Wealth (CWM LLC)
552
Carson Wealth (CWM LLC)
Nebraska
$115K -$1.48K -7 -1%
QCG
553
Quadrant Capital Group
Ohio
$112K +$8.24K +39 +7%
JCM
554
Jacobi Capital Management
Pennsylvania
$110K +$31.3K +148 +38%
TRCT
555
Tower Research Capital (TRC)
New York
$110K +$99.5K +471 +841%
MFW
556
Mosaic Family Wealth
Missouri
$107K
VFA
557
Virtus Fund Advisers
Connecticut
$106K -$53.8M -254,732 -100%
AIS
558
Accurate Investment Solutions
Pennsylvania
$105K
VNA
559
Valley National Advisers
Pennsylvania
$105K
CAM
560
CenterStar Asset Management
Illinois
$103K
PA
561
Parallel Advisors
California
$102K +$845 +4 +0.8%
GLI
562
Guardian Life Insurance
New York
$101K +$30.4K +144 +42%
IDBONY
563
Israel Discount Bank of New York
New York
$100K
CFA
564
Carroll Financial Associates
North Carolina
$99K +$211 +1 +0.2%
TVWM
565
Tower View Wealth Management
Wisconsin
$99K +$100K +474 New
CFG
566
Citizens Financial Group
Rhode Island
$98K
APA
567
American Portfolios Advisors
New York
$97.8K +$98.9K +468 New
CFD
568
Creative Financial Designs
Indiana
$92K +$423 +2 +0.5%
CG
569
Cutler Group
California
$89K +$90.2K +427 New
TFA
570
Toth Financial Advisory
Virginia
$84K +$84.5K +400 New
FFG
571
Ford Financial Group
California
$79K +$82.4K +390 New
HRC
572
Hoertkorn Richard Charles
$75K
KJWM
573
Kiley Juergens Wealth Management
Washington
$75K +$76.5K +362 New
MCM
574
Manchester Capital Management
Vermont
$73K
MA
575
MUFG Americas
New York
$73K