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Public Storage

683 hedge funds and large institutions have $28.6B invested in Public Storage in 2018 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 223 increasing their positions, 275 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.91% less ownership

Funds ownership: 82.1%81.19% (-0.91%)

2% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 55

2% less call options, than puts

Call options by funds: $64.2M | Put options by funds: $65.7M

1% less funds holding

Funds holding: 692683 (-9)

12% less capital invested

Capital invested by funds: $32.3B → $28.6B (-$3.74B)

19% less repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 275

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

Holders
683
Holders Change
-9
Holders Change %
-1.3%
% of All Funds
15.61%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.21%
New
54
Increased
223
Reduced
275
Closed
55
Calls
$64.2M
Puts
$65.7M
Net Calls
-$1.48M
Net Calls Change
+$303M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
551
Columbia Asset Management
Michigan
$155K +$166K +770 New
AF
552
Advisornet Financial
Minnesota
$153K -$147K -683 -47%
CWM
553
Cornerstone Wealth Management
Missouri
$145K -$6.57M -30,436 -49%
PR
554
Payden & Rygel
California
$141K -$11.4M -52,800 -99%
MMG
555
Monetary Management Group
Missouri
$141K -$568K -2,630 -79%
ARMT
556
Amica Retiree Medical Trust
Rhode Island
$141K
PA
557
Parallel Advisors
California
$140K -$14.9K -69 -9%
CTC
558
Central Trust Company
Missouri
$139K +$216 +1 +0.1%
RP
559
Rowlandmiller & Partners
Georgia
$136K
QCIG
560
Quad-Cities Investment Group
Iowa
$134K
RFC
561
Regions Financial Corp
Alabama
$132K -$8.85K -41 -6%
BAM
562
Barrett Asset Management
New York
$131K
CT
563
Clearstead Trust
Maine
$131K
SBL
564
Sargent Bickham Lagudis
Colorado
$127K +$10.6K +49 +8%
TG
565
TLP Group
Illinois
$124K +$133K +615 New
TL
566
TrueWealth LLC
Georgia
$113K
CAL
567
Capital Advisors Ltd
Ohio
$112K
MFW
568
Mosaic Family Wealth
Missouri
$107K
SCM
569
Silvant Capital Management
Georgia
$102K
VNA
570
Valley National Advisers
Pennsylvania
$102K
AIS
571
Accurate Investment Solutions
Pennsylvania
$101K
CLOS
572
Compagnie Lombard Odier SCmA
Switzerland
$101K
RWA
573
Ropes Wealth Advisors
Massachusetts
$101K
SIS
574
Sound Income Strategies
Florida
$101K
CFA
575
Carroll Financial Associates
North Carolina
$96K

PSA Hedge Fund Activity: Q3 2018 in Review

683 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q3 2018, worth a combined $28.6B — down 12% from $32.3B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of PSA and 54 opened new positions — a net loss of 1 holder — while 275 trimmed existing stakes and 223 added.

The largest buyer was Jupiter Investment Management, adding an estimated $146M. The largest seller was Capital World Investors, cutting an estimated $240M.

  • 683 institutional investors held Public Storage (PSA) as of Q3 2018, down from 692 in Q2 2018.
  • Funds reported $28.6B of Public Storage stock for Q3 2018, down 12% quarter-over-quarter.
  • 54 funds opened new Public Storage positions in Q3 2018 and 55 closed out, a net change of -1 holder.
  • The largest Public Storage buyer in Q3 2018 was Jupiter Investment Management, an estimated $146M added.
  • The largest Public Storage seller in Q3 2018 was Capital World Investors, an estimated $240M sold.

Based on aggregated 13F filings for Q3 2018.