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Public Storage

677 hedge funds and large institutions have $28.6B invested in Public Storage in 2018 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 241 increasing their positions, 253 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 76

1% more funds holding

Funds holding: 673677 (+4)

0.29% more ownership

Funds ownership: 81.77%82.06% (+0.29%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

4% less capital invested

Capital invested by funds: $29.7B → $28.6B (-$1.1B)

5% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 253

48% less call options, than puts

Call options by funds: $83.5M | Put options by funds: $161M

Holders
677
Holders Change
+4
Holders Change %
+0.59%
% of All Funds
15.52%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
83
Increased
241
Reduced
253
Closed
76
Calls
$83.5M
Puts
$161M
Net Calls
-$77.2M
Net Calls Change
-$63.2M
Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
601
Enterprise Financial Services Corp (EFSC)
Missouri
$30K +$1.56K +8 +6%
PWAG
602
Polaris Wealth Advisory Group
California
$30K +$29K +149 New
Loomis, Sayles & Company
603
Loomis, Sayles & Company
Massachusetts
$30K +$29.2K +150 New
AWM
604
Avior Wealth Management
Nebraska
$29K -$2.73K -14 -9%
KA
605
Kaizen Advisory
Illinois
$29K
DAM
606
Delta Asset Management
Tennessee
$28K
CIBC Private Wealth Group
607
CIBC Private Wealth Group
Georgia
$28K +$2.73K +14 +11%
OAJ
608
Ogorek Anthony Joseph
New York
$26K
DSI
609
Daiwa SB Investments
Japan
$26K +$1.95K +10 +8%
PCP
610
Proficio Capital Partners
Massachusetts
$26K +$5.84K +30 +31%
WWMSC
611
Wagner Wealth Management (South Carolina)
South Carolina
$23K
SIAS
612
Shine Investment Advisory Services
Colorado
$22K -$6.04K -31 -22%
GBBWRPM
613
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$20K
LWCFA
614
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$20K
MSA
615
Marino Stram & Associates
Massachusetts
$20K
VIA
616
Vantage Investment Advisors
Pennsylvania
$20K
CCMW
617
Cypress Capital Management (Wyoming)
Wyoming
$19K
WPA
618
West Paces Advisors
Georgia
$18.2K -$156K -802 -90%
POIA
619
Pin Oak Investment Advisors
Texas
$18K +$4.09K +21 +31%
FEG
620
Financial Enhancement Group
Indiana
$18K +$17.5K +90 New
EARNEST Partners
621
EARNEST Partners
Georgia
$16K
PSC
622
Prentiss Smith & Co
Vermont
$15K
MOS
623
MGO One Seven
Ohio
$15K +$390 +2 +3%
GEA
624
Glen Eagle Advisors
New Jersey
$13K -$4.87K -25 -28%
CAW
625
Cornerstone Advisors (Washington)
Washington
$13K -$27.7K -142 -68%

PSA Hedge Fund Activity: Q1 2018 in Review

677 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q1 2018, worth a combined $28.6B — down 3.7% from $29.7B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new PSA positions and 76 closed out — a net gain of 7 holders — while 241 added to existing stakes and 253 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $202M. The largest seller was Vanguard Group, cutting an estimated $250M.

  • 677 institutional investors held Public Storage (PSA) as of Q1 2018, up from 673 in Q4 2017.
  • Funds reported $28.6B of Public Storage stock for Q1 2018, down 3.7% quarter-over-quarter.
  • 83 funds opened new Public Storage positions in Q1 2018 and 76 closed out, a net change of +7 holders.
  • The largest Public Storage buyer in Q1 2018 was Fidelity Investments, an estimated $202M added.
  • The largest Public Storage seller in Q1 2018 was Vanguard Group, an estimated $250M sold.

Based on aggregated 13F filings for Q1 2018.