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Public Storage

739 hedge funds and large institutions have $34.5B invested in Public Storage in 2019 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 279 increasing their positions, 228 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 45

90% more call options, than puts

Call options by funds: $325M | Put options by funds: $171M

22% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 228

6% more funds holding

Funds holding: 699739 (+40)

1% more capital invested

Capital invested by funds: $34B → $34.5B (+$481M)

1.35% less ownership

Funds ownership: 81.88%80.53% (-1.3%)

25% less funds holding in top 10

Funds holding in top 10: 1612 (-4)

Holders
739
Holders Change
+40
Holders Change %
+5.72%
% of All Funds
16.21%
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
279
Reduced
228
Closed
45
Calls
$325M
Puts
$171M
Net Calls
+$154M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HH
576
HWG Holdings
Texas
$246K -$175K -698 -41%
HFM
577
Harvest Fund Management
China
$246K +$93.9K +374 +59%
AFG
578
Arkansas Financial Group
Arkansas
$245K
Fuller & Thaler Asset Management
579
Fuller & Thaler Asset Management
California
$245K
WCA
580
Westover Capital Advisors
Delaware
$245K
SPI
581
Santori & Peters Inc
Pennsylvania
$243K
EH
582
Employers Holdings
Nevada
$242K +$46.5K +185 +23%
SC
583
Saturna Capital
Washington
$239K
GC
584
Grimes & Company
Massachusetts
$236K
CCIA
585
Campbell & Co Investment Adviser
Maryland
$236K +$241K +961 New
GSBTD
586
Glenview State Bank Trust Department
Illinois
$234K
JCM
587
Jacobi Capital Management
Pennsylvania
$233K -$2.26K -9 -0.9%
AB
588
Atlas Brown
Kentucky
$233K
KA
589
Klingman & Associates
New York
$233K +$239K +952 New
JSL
590
JT Stratford LLC
Georgia
$229K -$30.9K -123 -12%
RWM
591
Ritholtz Wealth Management
New York
$227K -$4.77K -19 -2%
DADC
592
D.A. Davidson & Co
Montana
$227K -$502 -2 -0.2%
SBSB
593
Sullivan, Bruyette, Speros & Blaney
Virginia
$227K
P
594
Pitcairn
Pennsylvania
$226K -$31.4K -125 -12%
HAG
595
HighPoint Advisor Group
Illinois
$225K +$13.1K +52 +5%
S
596
SimplyRich
California
$223K
HIMC
597
Heritage Investors Management Corp
Maryland
$221K
SCA
598
Spearhead Capital Advisors
Florida
$221K
AIM
599
Anchor Investment Management
South Carolina
$221K
WI
600
WrapManager Inc
California
$219K -$235K -935 -51%

PSA Hedge Fund Activity: Q3 2019 in Review

739 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q3 2019, worth a combined $34.5B — up 1.4% from $34B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new PSA positions and 45 closed out — a net gain of 44 holders — while 279 added to existing stakes and 228 trimmed.

The largest buyer was Bank of America, adding an estimated $327M. The largest seller was Cohen & Steers, cutting an estimated $1.05B.

  • 739 institutional investors held Public Storage (PSA) as of Q3 2019, up from 699 in Q2 2019.
  • Funds reported $34.5B of Public Storage stock for Q3 2019, up 1.4% quarter-over-quarter.
  • 89 funds opened new Public Storage positions in Q3 2019 and 45 closed out, a net change of +44 holders.
  • The largest Public Storage buyer in Q3 2019 was Bank of America, an estimated $327M added.
  • The largest Public Storage seller in Q3 2019 was Cohen & Steers, an estimated $1.05B sold.

Based on aggregated 13F filings for Q3 2019.