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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
FHA
576
First Horizon Advisors
Tennessee
$95K +$13.6K +63 +15%
QCG
577
Quadrant Capital Group
Ohio
$91K -$1.08K -5 -1%
GLI
578
Guardian Life Insurance
New York
$85K +$1.94K +9 +2%
TVWM
579
Tower View Wealth Management
Wisconsin
$85K +$4.1K +19 +5%
SLF
580
Sun Life Financial
Ontario, Canada
$83K -$1.62M -7,519 -95%
TFA
581
Toth Financial Advisory
Virginia
$81K
RA
582
Rational Advisors
New York
$80K +$84.4K +391 +6,517%
HRC
583
Hoertkorn Richard Charles
$72K
MCM
584
Manchester Capital Management
Vermont
$71K
WF
585
WealthTrust Fairport
Ohio
$70K +$647 +3 +0.9%
KA
586
Kaizen Advisory
Illinois
$69K
HDIM
587
Hanson & Doremus Investment Management
Vermont
$68K
DWM
588
Destination Wealth Management
California
$67K -$7.12K -33 -9%
WAP
589
Wealthcare Advisory Partners
Pennsylvania
$66K +$7.77K +36 +12%
APA
590
American Portfolios Advisors
New York
$65.9K +$29.8K +138 +73%
CHP
591
Cable Hill Partners
Oregon
$65K -$647 -3 -0.9%
BFC
592
Bedel Financial Consulting
Indiana
$62K -$1.51K -7 -2%
TFS
593
TrustCore Financial Services
Tennessee
$61K
KTC
594
Kistler-Tiffany Companies
Pennsylvania
$60K
NSB
595
Norway Savings Bank
Maine
$60K
TNBTD
596
Trustmark National Bank Trust Department
Mississippi
$60K +$64.7K +300 New
SFSIG
597
San Francisco Sentry Investment Group
California
$59K
CFD
598
Creative Financial Designs
Indiana
$58K -$33.2K -154 -35%
MA
599
MUFG Americas
New York
$55K -$12.3K -57 -17%
TDC
600
Thompson Davis & Co
Virginia
$55K

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.