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Public Storage
PSA

Overview Fund Activity

737 hedge funds and large institutions have $34.4B invested in Public Storage in 2019 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 278 increasing their positions, 228 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
737
Holders Change
+40
Holders Change %
+5.74%
% of All Funds
16.19%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.26%
New
89
Increased
278
Reduced
228
Closed
45
Calls
$325M
Puts
$171M
Net Calls
+$154M
Net Calls Change
+$16.4M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$587M
2
Goldman Sachs
2
Goldman Sachs
New York
$502M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$683M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$247M
5
APG Asset Management
5
APG Asset Management
Netherlands
$281M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$949M
2
BC
2
Brookfield Corp
Ontario, Canada
$0
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$345M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$825M
5
Invesco
5
Invesco
Georgia
$447M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOPW
551
Brandywine Oak Private Wealth
Pennsylvania
$279K +$279K +1,139 New
BAM
552
Barrett Asset Management
New York
$278K – – –
WA
553
WESPAC Advisors
California
$272K – – –
PAM
554
Private Asset Management
California
$272K – – –
FAIM
555
Financial Advocates Investment Management
Washington
$272K +$1.22K +5 +0.5%
BO
556
Bank OZK
Arkansas
$271K – – –
WAM
557
Weiss Asset Management
Massachusetts
$269K +$55.4K +226 +26%
TAM
558
Tiverton Asset Management
Delaware
$268K – – –
BCWM
559
Blue Chip Wealth Management
Florida
$268K +$268K +1,092 New
TCOV
560
Trust Company of Vermont
Vermont
$267K – – –
Diamond Hill Capital Management
561
Diamond Hill Capital Management
Ohio
$266K – – –
WPP
562
Whalerock Point Partners
Rhode Island
$266K – – –
LFG
563
LifePlan Financial Group
Ohio
$265K – – –
CBA
564
Coastal Bridge Advisors
Connecticut
$264K +$264K +1,075 New
ASN
565
Advisory Services Network
Georgia
$263K – – –
IA
566
IFP Advisors
Florida
$263K +$263K +1,070 New
QCG
567
Quadrant Capital Group
Ohio
$260K +$4.48K +19 +2%
IFWM
568
Institute for Wealth Management
Colorado
$259K -$126K -512 -33%
PCFFS
569
Pacific Center for Financial Services
California
$258K – – –
CAM
570
Cozad Asset Management
Illinois
$258K – – –
SCM
571
Shelton Capital Management
Colorado
$254K -$2.82M -11,500 -92%
PRC
572
Pearl River Capital
Michigan
$250K +$250K +1,021 New
AIM
573
AIA Investment Management
Singapore
$249K +$249K +1,014 New
HH
574
HWG Holdings
Texas
$246K -$171K -698 -41%
HFM
575
Harvest Fund Management
China
$246K +$91.5K +374 +59%
21 22
23
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