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Public Storage

632 hedge funds and large institutions have $30.5B invested in Public Storage in 2017 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 248 increasing their positions, 215 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 49

15% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 215

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

2% more funds holding

Funds holding: 621632 (+11)

1.11% more ownership

Funds ownership: 79.28%80.39% (+1.1%)

1% less capital invested

Capital invested by funds: $30.7B → $30.5B (-$202M)

27% less call options, than puts

Call options by funds: $93.5M | Put options by funds: $129M

Holders
632
Holders Change
+11
Holders Change %
+1.77%
% of All Funds
15.73%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.45%
New
68
Increased
248
Reduced
215
Closed
49
Calls
$93.5M
Puts
$129M
Net Calls
-$35.3M
Net Calls Change
+$29.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PCP
576
Proficio Capital Partners
Massachusetts
$41K +$37.4K +169 +845%
HNB
577
Huntington National Bank
Ohio
$40K +$31.7K +143 +349%
CFD
578
Creative Financial Designs
Indiana
$36K
JFGIW
579
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$36K +$19.3K +87 +113%
GEA
580
Glen Eagle Advisors
New Jersey
$35.3K +$3.32K +15 +10%
CCMW
581
Cypress Capital Management (Wyoming)
Wyoming
$34.1K
AWM
582
Avior Wealth Management
Nebraska
$33K -$1.99K -9 -6%
DAM
583
Delta Asset Management
Tennessee
$31K
OAJ
584
Ogorek Anthony Joseph
New York
$28K +$443 +2 +2%
AIM
585
Advantage Investment Management
Iowa
$27K -$443 -2 -2%
FMA
586
FNY Managed Accounts
New York
$26K +$26.4K +119 New
TWA
587
TCI Wealth Advisors
Arizona
$24K +$4.21K +19 +21%
FANJ
588
Financial Architects (New Jersey)
New Jersey
$22K
GBBWRPM
589
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$22K
LWCFA
590
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$22K
VIA
591
Vantage Investment Advisors
Pennsylvania
$22K
SIAP
592
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$22K +$22.1K +100 New
CFA
593
CT Financial Advisors
Pennsylvania
$21.9K
AIM
594
Anchor Investment Management
South Carolina
$21.9K +$22.1K +100 New
DIA
595
Davidson Investment Advisors
Montana
$21K
DSI
596
Daiwa SB Investments
Japan
$20K +$4.43K +20 +29%
WEC
597
Winslow Evans & Crocker
Massachusetts
$16.4K
PSC
598
Prentiss Smith & Co
Vermont
$16K
CCM
599
Cribstone Capital Management
Maine
$16K +$15.5K +70 New
AAF
600
Andra AP-fonden
Sweden
$15K +$185K +833 +1%

PSA Hedge Fund Activity: Q1 2017 in Review

632 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q1 2017, worth a combined $30.5B — down 0.66% from $30.7B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new PSA positions and 49 closed out — a net gain of 19 holders — while 248 added to existing stakes and 215 trimmed.

The largest buyer was BlackRock, adding an estimated $3.02B. The largest seller was Fidelity Investments, cutting an estimated $220M.

  • 632 institutional investors held Public Storage (PSA) as of Q1 2017, up from 621 in Q4 2016.
  • Funds reported $30.5B of Public Storage stock for Q1 2017, down 0.66% quarter-over-quarter.
  • 68 funds opened new Public Storage positions in Q1 2017 and 49 closed out, a net change of +19 holders.
  • The largest Public Storage buyer in Q1 2017 was BlackRock, an estimated $3.02B added.
  • The largest Public Storage seller in Q1 2017 was Fidelity Investments, an estimated $220M sold.

Based on aggregated 13F filings for Q1 2017.