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Public Storage

719 hedge funds and large institutions have $26.8B invested in Public Storage in 2020 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 255 increasing their positions, 258 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 82

0% less funds holding

Funds holding: 722719 (-3)

1% less repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 258

5% less capital invested

Capital invested by funds: $28.2B → $26.8B (-$1.39B)

1.17% less ownership

Funds ownership: 81.36%80.19% (-1.2%)

32% less call options, than puts

Call options by funds: $75.3M | Put options by funds: $111M

38% less funds holding in top 10

Funds holding in top 10: 1610 (-6)

Holders
719
Holders Change
-3
Holders Change %
-0.42%
% of All Funds
14.74%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.21%
New
85
Increased
255
Reduced
258
Closed
82
Calls
$75.3M
Puts
$111M
Net Calls
-$35.9M
Net Calls Change
+$67.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
576
Paloma Partners
Connecticut
$200K -$570K -2,954 -74%
AIM
577
Anchor Investment Management
South Carolina
$192K
CAC
578
Certified Advisory Corp
Florida
$191K +$29.1K +151 +18%
TVWM
579
Tower View Wealth Management
Wisconsin
$190K +$39.7K +206 +26%
TC
580
Trust Company
Kansas
$188K +$185K +958 +4,790%
CFGS
581
Concourse Financial Group Securities
Alabama
$187K -$965 -5 -0.5%
AW
582
Alpha Windward
Massachusetts
$180K -$3.28K -17 -2%
SBSB
583
Sullivan, Bruyette, Speros & Blaney
Virginia
$178K
TFA
584
Transamerica Financial Advisors
Florida
$175K +$175K +908 New
Fuller & Thaler Asset Management
585
Fuller & Thaler Asset Management
California
$173K -$222K -1,150 -56%
CIA
586
CSat Investment Advisory
Michigan
$159K +$19.1K +99 +14%
SIA
587
Sit Investment Associates
Minnesota
$157K +$57.9K +300 +58%
Parallax Volatility Advisers
588
Parallax Volatility Advisers
California
$154K -$507K -2,627 -77%
SIS
589
Sound Income Strategies
Florida
$144K +$579 +3 +0.4%
HFM
590
Harvest Fund Management
China
$144K +$20.6K +107 +17%
CFFP
591
Center for Financial Planning
Michigan
$142K
DZ Bank
592
DZ Bank
Germany
$142K
ARMC
593
American Research & Management Company
Massachusetts
$137K
PR
594
Payden & Rygel
California
$134K
CFA
595
Carroll Financial Associates
North Carolina
$129K
BCP
596
Blue Chip Partners
Michigan
$128K -$467K -2,422 -78%
S
597
SignatureFD
Georgia
$128K -$176K -913 -58%
CTC
598
Central Trust Company
Missouri
$128K +$4.82K +25 +4%
SFS
599
Sowell Financial Services
Arkansas
$128K +$25.1K +130 +24%
LC
600
Lindbrook Capital
California
$125K -$23.5K -122 -16%

PSA Hedge Fund Activity: Q2 2020 in Review

719 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q2 2020, worth a combined $26.8B — down 4.9% from $28.2B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new PSA positions and 82 closed out — a net gain of 3 holders — while 255 added to existing stakes and 258 trimmed.

The largest buyer was Capital International Investors, adding an estimated $398M. The largest seller was Victory Capital Management, cutting an estimated $237M.

  • 719 institutional investors held Public Storage (PSA) as of Q2 2020, down from 722 in Q1 2020.
  • Funds reported $26.8B of Public Storage stock for Q2 2020, down 4.9% quarter-over-quarter.
  • 85 funds opened new Public Storage positions in Q2 2020 and 82 closed out, a net change of +3 holders.
  • The largest Public Storage buyer in Q2 2020 was Capital International Investors, an estimated $398M added.
  • The largest Public Storage seller in Q2 2020 was Victory Capital Management, an estimated $237M sold.

Based on aggregated 13F filings for Q2 2020.