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Public Storage
PSA

Overview Fund Activity

627 hedge funds and large institutions have $29.3B invested in Public Storage in 2017 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 253 increasing their positions, 213 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
627
Holders Change
-4
Holders Change %
-0.63%
% of All Funds
15.66%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.25%
New
68
Increased
253
Reduced
213
Closed
65
Calls
$68.8M
Puts
$109M
Net Calls
-$40.6M
Net Calls Change
-$5.23M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$842M
2
Parnassus Investments
2
Parnassus Investments
California
$340M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.6B
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.6B
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$459M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$362M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.41B
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$166M
4
CIMLRA
4
CBRE Investment Management Listed Real Assets
Pennsylvania
$159M
5
American Century Companies
5
American Century Companies
Missouri
$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZB
601
Zions Bancorporation
Utah
$13K +$2.38K +11 +22%
OFW
602
Omnia Family Wealth
Florida
$12K +$1.03K +5 +9%
PMFA
603
Plante Moran Financial Advisors
Michigan
$11K – – –
GRP
604
Global Retirement Partners
California
$11K +$5.92K +28 +117%
TCM
605
Tradewinds Capital Management
Washington
$10K +$10K +50 New
PFP
606
Pinnacle Financial Partners
Tennessee
$9K +$9K +41 New
ED
607
Exane Derivatives
France
$8.55K +$8.55K +41 New
WIM
608
Westside Investment Management
California
$8.13K – – –
TFO
609
Tarbox Family Office
California
$8K – – –
SIC
610
Salem Investment Counselors
North Carolina
$8K +$8K +39 New
SWA
611
Sutton Wealth Advisors
Florida
$7.72K – – –
WA
612
WFG Advisors
Texas
$6K – – –
JFA
613
JNBA Financial Advisors
Minnesota
$5K – – –
BL
614
Balentine LLC
Georgia
$5K +$5K +25 New
SFSIG
615
San Francisco Sentry Investment Group
California
$5K +$5K +25 New
GWA
616
Guidant Wealth Advisors
Illinois
$5K +$5K +28 New
FMII
617
Farmers & Merchants Investments Inc
Nebraska
$4K – – –
ACM
618
Armbruster Capital Management
New York
$4K +$4K +21 New
MRCM
619
M&R Capital Management
New Jersey
$3K – – –
PWM
620
Perigon Wealth Management
California
$3K – – –
BWM
621
Baystate Wealth Management
Massachusetts
$2K – – –
BBHC
622
Brown Brothers Harriman & Co
New York
$2K – – –
CHC
623
City Holding Co
West Virginia
$2K – – –
ECM
624
Exchange Capital Management
Michigan
$2K +$2K +10 New
HIM
625
Hillsdale Investment Management
Ontario, Canada
$1K – – –
23 24
25
26 27