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Public Storage

628 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

19% more repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 213

5% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 65

0.5% more ownership

Funds ownership: 80.39%80.89% (+0.5%)

1% less funds holding

Funds holding: 632628 (-4)

4% less capital invested

Capital invested by funds: $30.5B → $29.3B (-$1.19B)

37% less call options, than puts

Call options by funds: $68.8M | Put options by funds: $109M

44% less funds holding in top 10

Funds holding in top 10: 1810 (-8)

Holders
628
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
-$40.5M
Net Calls Change
-$5.23M
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
601
TCI Wealth Advisors
Arizona
$13K -$10.1K -47 -44%
ZB
602
Zions Bancorporation
Utah
$13K +$2.37K +11 +22%
OFW
603
Omnia Family Wealth
Florida
$12K +$1.07K +5 +9%
PMFA
604
Plante Moran Financial Advisors
Michigan
$11K
GRP
605
Global Retirement Partners
California
$11K +$6.02K +28 +117%
TCM
606
Tradewinds Capital Management
Washington
$10K +$10.8K +50 New
PFPT
607
Pinnacle Financial Partners (Tennessee)
Tennessee
$9K +$8.82K +41 New
ED
608
Exane Derivatives
France
$8.55K +$8.82K +41 New
WIM
609
Westside Investment Management
California
$8.13K
TFO
610
Tarbox Family Office
California
$8K
SIC
611
Salem Investment Counselors
North Carolina
$8K +$8.39K +39 New
SWA
612
Sutton Wealth Advisors
Florida
$7.72K
WA
613
WFG Advisors
Texas
$6K
JFA
614
JNBA Financial Advisors
Minnesota
$5K
BL
615
Balentine LLC
Georgia
$5K +$5.38K +25 New
SFSIG
616
San Francisco Sentry Investment Group
California
$5K +$5.38K +25 New
GWA
617
Guidant Wealth Advisors
Illinois
$5K +$6.02K +28 New
FMII
618
Farmers & Merchants Investments Inc
Nebraska
$4K
ACM
619
Armbruster Capital Management
New York
$4K +$4.51K +21 New
MRCM
620
M&R Capital Management
New Jersey
$3K
PWM
621
Perigon Wealth Management
California
$3K
BWM
622
Baystate Wealth Management
Massachusetts
$2K
BBHC
623
Brown Brothers Harriman & Co
New York
$2K
CHC
624
City Holding Co
West Virginia
$2K
ECM
625
Exchange Capital Management
Michigan
$2K +$2.15K +10 New

PSA Hedge Fund Activity: Q2 2017 in Review

628 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q2 2017, worth a combined $29.3B — down 3.9% from $30.5B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new PSA positions and 65 closed out — a net gain of 3 holders — while 253 added to existing stakes and 213 trimmed.

The largest buyer was Capital World Investors, adding an estimated $419M. The largest seller was Cohen & Steers, cutting an estimated $462M.

  • 628 institutional investors held Public Storage (PSA) as of Q2 2017, down from 632 in Q1 2017.
  • Funds reported $29.3B of Public Storage stock for Q2 2017, down 3.9% quarter-over-quarter.
  • 68 funds opened new Public Storage positions in Q2 2017 and 65 closed out, a net change of +3 holders.
  • The largest Public Storage buyer in Q2 2017 was Capital World Investors, an estimated $419M added.
  • The largest Public Storage seller in Q2 2017 was Cohen & Steers, an estimated $462M sold.

Based on aggregated 13F filings for Q2 2017.