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Public Storage

677 hedge funds and large institutions have $28.6B invested in Public Storage in 2018 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 241 increasing their positions, 253 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 76

1% more funds holding

Funds holding: 673677 (+4)

0.29% more ownership

Funds ownership: 81.77%82.06% (+0.29%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

4% less capital invested

Capital invested by funds: $29.7B → $28.6B (-$1.1B)

5% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 253

48% less call options, than puts

Call options by funds: $83.5M | Put options by funds: $161M

Holders
677
Holders Change
+4
Holders Change %
+0.59%
% of All Funds
15.52%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
83
Increased
241
Reduced
253
Closed
76
Calls
$83.5M
Puts
$161M
Net Calls
-$77.2M
Net Calls Change
-$63.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SSB
576
Sandy Spring Bank
Maryland
$57K
BCP
577
Blackhawk Capital Partners
Wisconsin
$55K
TDC
578
Thompson Davis & Co
Virginia
$55K
NSIM
579
North Star Investment Management
Illinois
$54K
SIS
580
Sound Income Strategies
Florida
$52K +$49.9K +256 +12,800%
MWM
581
Mascoma Wealth Management
New Hampshire
$51K
FANJ
582
Financial Architects (New Jersey)
New Jersey
$51K +$7.01K +36 +17%
SFSIG
583
San Francisco Sentry Investment Group
California
$49K
FNB
584
Farmers National Bank
Kentucky
$48K
VCM
585
Vigilant Capital Management
Maine
$48K
RFA
586
Reilly Financial Advisors
California
$47K
WT
587
Whittier Trust
California
$46K +$2.14K +11 +5%
SIM
588
Sonora Investment Management
Arizona
$44.6K
MAM
589
Meeder Asset Management
Ohio
$43K +$42.1K +216 New
MCWS
590
McKinley Carter Wealth Services
West Virginia
$40K +$39K +200 New
HNB
591
Huntington National Bank
Ohio
$39K -$4.09K -21 -10%
RFM
592
Royal Fund Management
Florida
$39K
PFBT
593
Parkside Financial Bank & Trust
Missouri
$38K +$974 +5 +3%
CIP
594
Convergence Investment Partners
Florida
$38K +$36.6K +188 New
MIFH
595
Migdal Insurance & Financial Holdings
Israel
$38K +$37.4K +192 New
APA
596
American Portfolios Advisors
New York
$37.9K -$54.4K -279 -60%
AWM
597
Aevitas Wealth Management
Massachusetts
$37K
PCM
598
Prelude Capital Management
New York
$34K +$32.7K +168 New
FPS
599
Fieldpoint Private Securities
Connecticut
$32K
FC
600
Ferris Capital
Massachusetts
$31K +$30.4K +156 New

PSA Hedge Fund Activity: Q1 2018 in Review

677 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q1 2018, worth a combined $28.6B — down 3.7% from $29.7B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new PSA positions and 76 closed out — a net gain of 7 holders — while 241 added to existing stakes and 253 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $202M. The largest seller was Vanguard Group, cutting an estimated $250M.

  • 677 institutional investors held Public Storage (PSA) as of Q1 2018, up from 673 in Q4 2017.
  • Funds reported $28.6B of Public Storage stock for Q1 2018, down 3.7% quarter-over-quarter.
  • 83 funds opened new Public Storage positions in Q1 2018 and 76 closed out, a net change of +7 holders.
  • The largest Public Storage buyer in Q1 2018 was Fidelity Investments, an estimated $202M added.
  • The largest Public Storage seller in Q1 2018 was Vanguard Group, an estimated $250M sold.

Based on aggregated 13F filings for Q1 2018.