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Public Storage

628 hedge funds and large institutions have $30.2B invested in Public Storage in 2017 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 241 increasing their positions, 220 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 57

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

10% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 220

3% more capital invested

Capital invested by funds: $29.3B → $30.2B (+$841M)

0.15% more ownership

Funds ownership: 80.89%81.04% (+0.15%)

0% more funds holding

Funds holding: 628628 (0)

27% less call options, than puts

Call options by funds: $93.7M | Put options by funds: $129M

Holders
628
Holders Change
Holders Change %
0%
% of All Funds
15.66%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.27%
New
65
Increased
241
Reduced
220
Closed
57
Calls
$93.7M
Puts
$129M
Net Calls
-$35.4M
Net Calls Change
+$5.15M
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
601
TCI Wealth Advisors
Arizona
$13K
TRCT
602
Tower Research Capital (TRC)
New York
$12K -$26K -126 -69%
PMFA
603
Plante Moran Financial Advisors
Michigan
$12K
TCM
604
Tradewinds Capital Management
Washington
$11K
IWM
605
IHT Wealth Management
Illinois
$10K -$110K -533 -92%
TFO
606
Tarbox Family Office
California
$10K +$1.45K +7 +18%
ACM
607
Armbruster Capital Management
New York
$10K +$164K +795 +3,786%
BL
608
Balentine LLC
Georgia
$9K +$3.1K +15 +60%
FMII
609
Farmers & Merchants Investments Inc
Nebraska
$9K +$4.34K +21 +105%
ED
610
Exane Derivatives
France
$8.77K
WIM
611
Westside Investment Management
California
$8.55K
Acadian Asset Management
612
Acadian Asset Management
Massachusetts
$8K +$7.65K +37 New
SWA
613
Sutton Wealth Advisors
Florida
$7.92K
SCA
614
Stuart Chaussee & Associates
California
$6K -$9.3K -45 -63%
JFA
615
JNBA Financial Advisors
Minnesota
$6K
OFW
616
Omnia Family Wealth
Florida
$3K -$9.3K -45 -78%
MRCM
617
M&R Capital Management
New Jersey
$3K
YWP
618
YorkBridge Wealth Partners
New York
$3K +$2.48K +12 New
LA
619
Legacy Advisors
Pennsylvania
$3K +$3.31K +16 New
BBHC
620
Brown Brothers Harriman & Co
New York
$2K
CHC
621
City Holding Co
West Virginia
$2K
PFGIA
622
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$620 +3 +43%
ACM
623
Aviance Capital Management
Florida
$2K +$1.65K +8 New
BONST
624
Bank of Nova Scotia Trust
Ontario, Canada
$2K +$1.65K +8 New
PFC
625
Phocas Financial Corp
California
$2K +$708K +3,425 +89%

PSA Hedge Fund Activity: Q3 2017 in Review

628 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q3 2017, worth a combined $30.2B — up 2.9% from $29.3B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new PSA positions and 57 closed out — a net gain of 8 holders — while 241 added to existing stakes and 220 trimmed.

The largest buyer was Capital World Investors, adding an estimated $633M. The largest seller was Fidelity Investments, cutting an estimated $297M.

  • 628 institutional investors held Public Storage (PSA) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $30.2B of Public Storage stock for Q3 2017, up 2.9% quarter-over-quarter.
  • 65 funds opened new Public Storage positions in Q3 2017 and 57 closed out, a net change of +8 holders.
  • The largest Public Storage buyer in Q3 2017 was Capital World Investors, an estimated $633M added.
  • The largest Public Storage seller in Q3 2017 was Fidelity Investments, an estimated $297M sold.

Based on aggregated 13F filings for Q3 2017.