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Public Storage

628 hedge funds and large institutions have $30.2B invested in Public Storage in 2017 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 241 increasing their positions, 220 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 57

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

10% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 220

3% more capital invested

Capital invested by funds: $29.3B → $30.2B (+$841M)

0.15% more ownership

Funds ownership: 80.89%81.04% (+0.15%)

0% more funds holding

Funds holding: 628628 (0)

27% less call options, than puts

Call options by funds: $93.7M | Put options by funds: $129M

Holders
628
Holders Change
Holders Change %
0%
% of All Funds
15.66%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.27%
New
65
Increased
241
Reduced
220
Closed
57
Calls
$93.7M
Puts
$129M
Net Calls
-$35.4M
Net Calls Change
+$5.15M
Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
576
Enterprise Financial Services Corp (EFSC)
Missouri
$31K
DAM
577
Delta Asset Management
Tennessee
$30K
SIAS
578
Shine Investment Advisory Services
Colorado
$30K
AIM
579
Advantage Investment Management
Iowa
$30K +$3.1K +15 +12%
AWM
580
Avior Wealth Management
Nebraska
$30K +$3.31K +16 +13%
OAJ
581
Ogorek Anthony Joseph
New York
$27K +$207 +1 +0.8%
WTB
582
Washington Trust Bank
Washington
$26K +$25.2K +122 +12,200%
GEA
583
Glen Eagle Advisors
New Jersey
$22.5K -$10.3K -50 -32%
OIA
584
OneDigital Investment Advisors
Kansas
$22K -$779K -3,770 -97%
LWCFA
585
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$22K -$1.86K -9 -8%
VIA
586
Vantage Investment Advisors
Pennsylvania
$22K
GT
587
Greenleaf Trust
Michigan
$22K +$21.3K +103 New
AIM
588
Anchor Investment Management
South Carolina
$21.4K
CCMW
589
Cypress Capital Management (Wyoming)
Wyoming
$21K -$12.4K -60 -38%
DSI
590
Daiwa SB Investments
Japan
$21K -$2.07K -10 -9%
GBBWRPM
591
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$21K
SA
592
SpiderRock Advisors
Delaware
$21K
FPS
593
Fieldpoint Private Securities
Connecticut
$21K +$20.7K +100 New
HCA
594
Horan Capital Advisors
Ohio
$21K +$20.7K +100 New
PCP
595
Proficio Capital Partners
Massachusetts
$19K -$1.86K -9 -9%
PSC
596
Prentiss Smith & Co
Vermont
$16K
PFBT
597
Parkside Financial Bank & Trust
Missouri
$15K -$207 -1 -1%
BWM
598
Baystate Wealth Management
Massachusetts
$15K +$12.6K +61 +610%
SIM
599
Sonora Investment Management
Arizona
$14.3K
WAS
600
Winch Advisory Services
Wisconsin
$14K -$23.6K -114 -63%

PSA Hedge Fund Activity: Q3 2017 in Review

628 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q3 2017, worth a combined $30.2B — up 2.9% from $29.3B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new PSA positions and 57 closed out — a net gain of 8 holders — while 241 added to existing stakes and 220 trimmed.

The largest buyer was Capital World Investors, adding an estimated $633M. The largest seller was Fidelity Investments, cutting an estimated $297M.

  • 628 institutional investors held Public Storage (PSA) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $30.2B of Public Storage stock for Q3 2017, up 2.9% quarter-over-quarter.
  • 65 funds opened new Public Storage positions in Q3 2017 and 57 closed out, a net change of +8 holders.
  • The largest Public Storage buyer in Q3 2017 was Capital World Investors, an estimated $633M added.
  • The largest Public Storage seller in Q3 2017 was Fidelity Investments, an estimated $297M sold.

Based on aggregated 13F filings for Q3 2017.