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Public Storage
PSA

Overview Fund Activity

690 hedge funds and large institutions have $32.3B invested in Public Storage in 2018 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 234 increasing their positions, 253 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
690
Holders Change
+15
Holders Change %
+2.22%
% of All Funds
15.82%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.28%
New
69
Increased
234
Reduced
253
Closed
49
Calls
$93.7M
Puts
$398M
Net Calls
-$304M
Net Calls Change
-$227M

Top Buyers

1
BC
Brookfield Corp
Ontario, Canada
+$293M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$253M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$91.3M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$53.4M
5
BlackRock
BlackRock
New York
+$51.4M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$290M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$124M
3
EVM
Eaton Vance Management
Massachusetts
-$115M
4
SCRM
Security Capital Research & Management
Illinois
-$66.8M
5
Capital World Investors
Capital World Investors
California
-$56.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
551
Landaas & Company
Wisconsin
$156K +$156K +686 New
RP
552
Rowlandmiller & Partners
Georgia
$153K – – –
QCIG
553
Quad-Cities Investment Group
Iowa
$151K +$151K +664 New
BAM
554
Barrett Asset Management
New York
$147K – – –
CT
555
Clearstead Trust
Maine
$147K – – –
KJWM
556
Kiley Juergens Wealth Management
Washington
$142K +$142K +630 New
SBL
557
Sargent Bickham Lagudis
Colorado
$132K -$39.8K -176 -23%
TL
558
TrueWealth LLC
Georgia
$127K -$112K – –
EIP
559
Epoch Investment Partners
New York
$127K -$9.54K -42,042 -7%
CAL
560
Capital Advisors Ltd
Ohio
$126K – – –
Northwestern Mutual Wealth Management
561
Northwestern Mutual Wealth Management
Wisconsin
$123K +$13.1K +58 +12%
MFW
562
Mosaic Family Wealth
Missouri
$116K – – –
SCM
563
Silvant Capital Management
Georgia
$115K – – –
CLOS
564
Compagnie Lombard Odier SCmA
Switzerland
$114K -$37.3K -164 -25%
VNA
565
Valley National Advisers
Pennsylvania
$114K – – –
AIS
566
Accurate Investment Solutions
Pennsylvania
$113K – – –
RWA
567
Ropes Wealth Advisors
Massachusetts
$113K – – –
SIS
568
Sound Income Strategies
Florida
$113K +$54.7K +242 +94%
CI Investments Inc
569
CI Investments Inc
Ontario, Canada
$113K +$113K +500 New
IDBONY
570
Israel Discount Bank of New York
New York
$109K – – –
CFA
571
Carroll Financial Associates
North Carolina
$108K +$226 +1 +0.2%
CFD
572
Creative Financial Designs
Indiana
$101K +$456 +2 +0.5%
QCG
573
Quadrant Capital Group
Ohio
$100K +$1.88K +9 +2%
IWP
574
Icon Wealth Partners
Texas
$96K +$96K +421 New
GLI
575
Guardian Life Insurance
New York
$94K +$15.7K +69 +20%
21 22
23
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