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Public Storage

677 hedge funds and large institutions have $28.6B invested in Public Storage in 2018 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 241 increasing their positions, 253 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 76

1% more funds holding

Funds holding: 673677 (+4)

0.29% more ownership

Funds ownership: 81.77%82.06% (+0.29%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

4% less capital invested

Capital invested by funds: $29.7B → $28.6B (-$1.1B)

5% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 253

48% less call options, than puts

Call options by funds: $83.5M | Put options by funds: $161M

Holders
677
Holders Change
+4
Holders Change %
+0.59%
% of All Funds
15.52%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
83
Increased
241
Reduced
253
Closed
76
Calls
$83.5M
Puts
$161M
Net Calls
-$77.2M
Net Calls Change
-$63.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
551
Parallel Advisors
California
$95K -$2.53K -13 -3%
CFA
552
Carroll Financial Associates
North Carolina
$95K
CFG
553
Citizens Financial Group
Rhode Island
$94K
PCG
554
Private Capital Group
Connecticut
$93K -$78.5K -403 -46%
QCG
555
Quadrant Capital Group
Ohio
$91K -$21.6K -111 -19%
TVWM
556
Tower View Wealth Management
Wisconsin
$90K -$5.07K -26 -5%
CFD
557
Creative Financial Designs
Indiana
$88K +$584 +3 +0.7%
RCAG
558
Rehmann Capital Advisory Group
Michigan
$86K +$84K +431 New
ASN
559
Advisory Services Network
Georgia
$82K -$104K -535 -57%
TFA
560
Toth Financial Advisory
Virginia
$80K
DWM
561
Destination Wealth Management
California
$79K +$77K +395 New
MCM
562
Manchester Capital Management
Vermont
$76K
MA
563
MUFG Americas
New York
$76K +$5.65K +29 +8%
HRC
564
Hoertkorn Richard Charles
$72K
GLI
565
Guardian Life Insurance
New York
$69K -$27.3K -140 -29%
HDIM
566
Hanson & Doremus Investment Management
Vermont
$68K
WF
567
WealthTrust Fairport
Ohio
$68K +$66K +339 New
CHP
568
Cable Hill Partners
Oregon
$66K
BFC
569
Bedel Financial Consulting
Indiana
$66K +$63.7K +327 New
GAM
570
Gemmer Asset Management
California
$63K +$11.1K +57 +22%
JFGIW
571
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$62K -$80.3K -412 -57%
FHA
572
First Horizon Advisors
Tennessee
$62K +$7.6K +39 +14%
KTC
573
Kistler-Tiffany Companies
Pennsylvania
$60K
NSB
574
Norway Savings Bank
Maine
$60K
WAP
575
Wealthcare Advisory Partners
Pennsylvania
$58K +$11.7K +60 +26%

PSA Hedge Fund Activity: Q1 2018 in Review

677 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q1 2018, worth a combined $28.6B — down 3.7% from $29.7B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new PSA positions and 76 closed out — a net gain of 7 holders — while 241 added to existing stakes and 253 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $202M. The largest seller was Vanguard Group, cutting an estimated $250M.

  • 677 institutional investors held Public Storage (PSA) as of Q1 2018, up from 673 in Q4 2017.
  • Funds reported $28.6B of Public Storage stock for Q1 2018, down 3.7% quarter-over-quarter.
  • 83 funds opened new Public Storage positions in Q1 2018 and 76 closed out, a net change of +7 holders.
  • The largest Public Storage buyer in Q1 2018 was Fidelity Investments, an estimated $202M added.
  • The largest Public Storage seller in Q1 2018 was Vanguard Group, an estimated $250M sold.

Based on aggregated 13F filings for Q1 2018.