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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
WAS
626
Winch Advisory Services
Wisconsin
$13K
Bessemer Group
627
Bessemer Group
New Jersey
$13K +$8.77K +45 +250%
PFPT
628
Pinnacle Financial Partners (Tennessee)
Tennessee
$13K +$12.7K +65 New
BFEC
629
Benjamin F. Edwards & Company
Missouri
$13K +$12.9K +66 New
LF
630
Lee Financial
Texas
$13K +$13.1K +67 New
AAP
631
Arax Advisory Partners
Colorado
$13K +$13.4K +69 New
TWA
632
TCI Wealth Advisors
Arizona
$12K
FMII
633
Farmers & Merchants Investments Inc
Nebraska
$11K
PMFA
634
Plante Moran Financial Advisors
Michigan
$11K
PO
635
Private Ocean
California
$11K +$11.1K +57 New
AssetMark Inc
636
AssetMark Inc
California
$10K -$117K -602 -92%
TFO
637
Tarbox Family Office
California
$10K -$7.99K -41 -45%
TCM
638
Tradewinds Capital Management
Washington
$10K
WAS
639
WESPAC Advisors SoCal
California
$10K
GFP
640
Gryphon Financial Partners
Ohio
$9K -$8.57K -44 -51%
SLF
641
Sun Life Financial
Ontario, Canada
$8.11K +$253K +1,298 +397%
WIM
642
Westside Investment Management
California
$7.98K
SWA
643
Sutton Wealth Advisors
Florida
$7.41K -$974 -5 -12%
VFA
644
Valeo Financial Advisors
Indiana
$7K +$5.07K +26 +371%
CCA
645
Clearwater Capital Advisors
Illinois
$7K +$6.62K +34 New
ADL
646
Asset Dedication LLC
California
$7K +$7.21K +37 New
FCAG
647
First Capital Advisors Group
New Jersey
$6K +$6.04K +31 New
IIC
648
Integrated Investment Consultants
Michigan
$6K +$6.04K +31 New
MPWT
649
MassMutual Private Wealth & Trust
Connecticut
$5.81K -$1.36K -7 -19%
JFA
650
JNBA Financial Advisors
Minnesota
$5K

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.