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Public Storage
PSA

Overview Fund Activity

626 hedge funds and large institutions have $30.2B invested in Public Storage in 2017 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 241 increasing their positions, 220 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
626
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
15.63%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.27%
New
64
Increased
241
Reduced
220
Closed
57
Calls
$93.7M
Puts
$129M
Net Calls
-$35.4M
Net Calls Change
+$5.15M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$1.52B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$950M
3
Federated Hermes
Federated Hermes
Pennsylvania
$220M
4
AAMU
APG Asset Management US
New York
$977M
5
Parnassus Investments
Parnassus Investments
California
$413M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.14B
2
Deutsche Bank
Deutsche Bank
Germany
$238M
3
BC
Brookfield Corp
Ontario, Canada
$0
4
Cohen & Steers
Cohen & Steers
New York
$283M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$76.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
601
Plante Moran Financial Advisors
Michigan
$12K – – –
TCM
602
Tradewinds Capital Management
Washington
$11K – – –
IWM
603
IHT Wealth Management
Illinois
$10K -$109K -533 -92%
TFO
604
Tarbox Family Office
California
$10K +$1.49K +7 +18%
ACM
605
Armbruster Capital Management
New York
$10K +$9.74K +795 +3,786%
BL
606
Balentine LLC
Georgia
$9K +$3.38K +15 +60%
FMII
607
Farmers & Merchants Investments Inc
Nebraska
$9K +$4.61K +21 +105%
ED
608
Exane Derivatives
France
$8.77K – – –
WIM
609
Westside Investment Management
California
$8.55K – – –
Acadian Asset Management
610
Acadian Asset Management
Massachusetts
$8K +$8K +37 New
SWA
611
Sutton Wealth Advisors
Florida
$7.92K – – –
SCA
612
Stuart Chaussee & Associates
California
$6K -$10.4K -45 -63%
JFA
613
JNBA Financial Advisors
Minnesota
$6K – – –
OFW
614
Omnia Family Wealth
Florida
$3K -$10.4K -45 -78%
MRCM
615
M&R Capital Management
New Jersey
$3K – – –
YWP
616
YorkBridge Wealth Partners
New York
$3K +$3K +12 New
LA
617
Legacy Advisors
Pennsylvania
$3K +$3K +16 New
BBHC
618
Brown Brothers Harriman & Co
New York
$2K – – –
CHC
619
City Holding Co
West Virginia
$2K – – –
PFGIA
620
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$600 +3 +43%
BONST
621
Bank of Nova Scotia Trust
Ontario, Canada
$2K +$2K +8 New
ACM
622
Aviance Capital Management
Florida
$2K +$2K +8 New
PFC
623
Phocas Financial Corp
California
$2K +$944 +3,425 +89%
Walleye Trading
624
Walleye Trading
New York
$1.29K +$1.29K +6,019 New
MCIA
625
Mountain Capital Investment Advisors
Colorado
$1K – – –
23 24
25
26 27