We are live on ! Find out more
PSA icon

Public Storage

756 hedge funds and large institutions have $29.6B invested in Public Storage in 2019 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 272 increasing their positions, 250 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $289M | Put options by funds: $157M

37% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 78

2% more funds holding

Funds holding: 739756 (+17)

9% more repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 250

0.97% less ownership

Funds ownership: 80.53%79.56% (-0.97%)

14% less capital invested

Capital invested by funds: $34.5B → $29.6B (-$4.89B)

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

Holders
756
Holders Change
+17
Holders Change %
+2.3%
% of All Funds
14.9%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.14%
New
107
Increased
272
Reduced
250
Closed
78
Calls
$289M
Puts
$157M
Net Calls
+$132M
Net Calls Change
-$21.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BG
576
Berry Group
Massachusetts
$223K +$233K +1,049 New
SCM
577
Shelton Capital Management
Colorado
$220K
CAMG
578
CWA Asset Management Group
Florida
$220K +$229K +1,032 New
JCM
579
Jacobi Capital Management
Pennsylvania
$218K +$15.8K +71 +7%
PCM
580
Penserra Capital Management
California
$214K -$1.02M -4,616 -83%
AssetMark Inc
581
AssetMark Inc
California
$214K +$48.4K +218 +28%
FMC
582
First Merchants Corp
Indiana
$213K -$226K -1,020 -50%
WCA
583
Westover Capital Advisors
Delaware
$213K
SAM
584
Secure Asset Management
Michigan
$213K +$222K +1,002 New
AIM
585
Anchor Investment Management
South Carolina
$213K +$22.2K +100 +11%
AFG
586
Arkansas Financial Group
Arkansas
$212K
SPI
587
Santori & Peters Inc
Pennsylvania
$211K
NA
588
NewEdge Advisors
Louisiana
$210K -$86.3K -389 -28%
EH
589
Employers Holdings
Nevada
$210K
GT
590
Greenleaf Trust
Michigan
$209K -$43K -194 -17%
CCM
591
Coldstream Capital Management
Washington
$205K -$49.3K -222 -19%
GC
592
Grimes & Company
Massachusetts
$205K
RCM
593
RB Capital Management
Nevada
$205K +$213K +960 New
GSBTD
594
Glenview State Bank Trust Department
Illinois
$204K
KA
595
Klingman & Associates
New York
$203K
AW
596
Alpha Windward
Massachusetts
$201K +$34K +153 +19%
Walleye Trading
597
Walleye Trading
New York
$200K -$762K -3,435 -79%
SBSB
598
Sullivan, Bruyette, Speros & Blaney
Virginia
$197K
CAC
599
Certified Advisory Corp
Florida
$180K
ARMC
600
American Research & Management Company
Massachusetts
$173K +$180K +813 New

PSA Hedge Fund Activity: Q4 2019 in Review

756 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q4 2019, worth a combined $29.6B — down 14% from $34.5B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new PSA positions and 78 closed out — a net gain of 29 holders — while 272 added to existing stakes and 250 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $247M. The largest seller was T. Rowe Price Associates, cutting an estimated $418M.

  • 756 institutional investors held Public Storage (PSA) as of Q4 2019, up from 739 in Q3 2019.
  • Funds reported $29.6B of Public Storage stock for Q4 2019, down 14% quarter-over-quarter.
  • 107 funds opened new Public Storage positions in Q4 2019 and 78 closed out, a net change of +29 holders.
  • The largest Public Storage buyer in Q4 2019 was Cohen & Steers, an estimated $247M added.
  • The largest Public Storage seller in Q4 2019 was T. Rowe Price Associates, an estimated $418M sold.

Based on aggregated 13F filings for Q4 2019.