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Public Storage

632 hedge funds and large institutions have $30.5B invested in Public Storage in 2017 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 248 increasing their positions, 215 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 49

15% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 215

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

2% more funds holding

Funds holding: 621632 (+11)

1.11% more ownership

Funds ownership: 79.28%80.39% (+1.1%)

1% less capital invested

Capital invested by funds: $30.7B → $30.5B (-$202M)

27% less call options, than puts

Call options by funds: $93.5M | Put options by funds: $129M

Holders
632
Holders Change
+11
Holders Change %
+1.77%
% of All Funds
15.73%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.45%
New
68
Increased
248
Reduced
215
Closed
49
Calls
$93.5M
Puts
$129M
Net Calls
-$35.3M
Net Calls Change
+$29.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CAW
601
Cornerstone Advisors (Washington)
Washington
$15K
PB
602
Pinnacle Bancorp
Nebraska
$14K +$14K +63 New
WA
603
Winfield Associates
Ohio
$13K +$13.3K +60 New
OFW
604
Omnia Family Wealth
Florida
$12K -$27.2K -123 -70%
ZB
605
Zions Bancorporation
Utah
$12K -$25.5K -115 -70%
PMFA
606
Plante Moran Financial Advisors
Michigan
$12K -$14K -63 -54%
BTIS
607
BB&T Investment Services
North Carolina
$12K +$11.7K +53 New
BIG
608
Bellwether Investment Group
Tennessee
$11K
FPF
609
FNY Partners Fund
New York
$10K
TFO
610
Tarbox Family Office
California
$9K +$886 +4 +11%
WIM
611
Westside Investment Management
California
$8.89K
SWA
612
Sutton Wealth Advisors
Florida
$8.1K
PFBT
613
Parkside Financial Bank & Trust
Missouri
$8K
HCA
614
Harbour Capital Advisors
Virginia
$7.22K +$7.31K +33 New
WA
615
WFG Advisors
Texas
$7K -$53.6K -242 -89%
JFA
616
JNBA Financial Advisors
Minnesota
$6K -$7.75K -35 -57%
GRP
617
Global Retirement Partners
California
$5K +$2.21K +10 +71%
AA
618
Apriem Advisors
California
$4K
FMII
619
Farmers & Merchants Investments Inc
Nebraska
$4K
GBT
620
Grove Bank & Trust
Florida
$4K
RBC
621
Roble Belko & Company
Pennsylvania
$4K
AUB
622
Atlantic Union Bankshares
Virginia
$3.47K +$66.7K +301 +2%
PWM
623
Perigon Wealth Management
California
$3K
MRCM
624
M&R Capital Management
New Jersey
$3K +$664 +3 +20%
AAP
625
Arax Advisory Partners
Colorado
$2K

PSA Hedge Fund Activity: Q1 2017 in Review

632 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q1 2017, worth a combined $30.5B — down 0.66% from $30.7B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new PSA positions and 49 closed out — a net gain of 19 holders — while 248 added to existing stakes and 215 trimmed.

The largest buyer was BlackRock, adding an estimated $3.02B. The largest seller was Fidelity Investments, cutting an estimated $220M.

  • 632 institutional investors held Public Storage (PSA) as of Q1 2017, up from 621 in Q4 2016.
  • Funds reported $30.5B of Public Storage stock for Q1 2017, down 0.66% quarter-over-quarter.
  • 68 funds opened new Public Storage positions in Q1 2017 and 49 closed out, a net change of +19 holders.
  • The largest Public Storage buyer in Q1 2017 was BlackRock, an estimated $3.02B added.
  • The largest Public Storage seller in Q1 2017 was Fidelity Investments, an estimated $220M sold.

Based on aggregated 13F filings for Q1 2017.