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Public Storage

683 hedge funds and large institutions have $28.6B invested in Public Storage in 2018 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 223 increasing their positions, 275 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.91% less ownership

Funds ownership: 82.1%81.19% (-0.91%)

2% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 55

2% less call options, than puts

Call options by funds: $64.2M | Put options by funds: $65.7M

1% less funds holding

Funds holding: 692683 (-9)

12% less capital invested

Capital invested by funds: $32.3B → $28.6B (-$3.74B)

19% less repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 275

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

Holders
683
Holders Change
-9
Holders Change %
-1.3%
% of All Funds
15.61%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.21%
New
54
Increased
223
Reduced
275
Closed
55
Calls
$64.2M
Puts
$65.7M
Net Calls
-$1.48M
Net Calls Change
+$303M
Name Holding Trade Value Shares
Change
Change in
Stake
DSI
626
Daiwa SB Investments
Japan
$26K
PCP
627
Proficio Capital Partners
Massachusetts
$26K +$432 +2 +2%
FANJ
628
Financial Architects (New Jersey)
New Jersey
$24K -$27.6K -128 -52%
WWMSC
629
Wagner Wealth Management (South Carolina)
South Carolina
$24K
BC
630
Bartlett & Co
Ohio
$23K +$21.6K +100 +714%
BCWM
631
Bartlett & Co Wealth Management
Ohio
$23K +$21.6K +100 +714%
SIAS
632
Shine Investment Advisory Services
Colorado
$22K
MSA
633
Marino Stram & Associates
Massachusetts
$21K
VEA
634
Virtus ETF Advisers
New York
$21K +$22K +102 New
LWCFA
635
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$20K
VIA
636
Vantage Investment Advisors
Pennsylvania
$20K
CH
637
Canton Hathaway
Rhode Island
$20K +$21.6K +100 New
CCMW
638
Cypress Capital Management (Wyoming)
Wyoming
$19K
CAW
639
Cornerstone Advisors (Washington)
Washington
$19K +$3.45K +16 +20%
POIA
640
Pin Oak Investment Advisors
Texas
$18K +$216 +1 +1%
Bessemer Group
641
Bessemer Group
New Jersey
$18K +$11.7K +54 +154%
EARNEST Partners
642
EARNEST Partners
Georgia
$16K
HR
643
Howe & Rusling
New York
$15K +$15.5K +72 New
BL
644
Balentine LLC
Georgia
$14K
WAS
645
Winch Advisory Services
Wisconsin
$14K +$216 +1 +1%
EFSCE
646
Enterprise Financial Services Corp (EFSC)
Missouri
$14K +$6.69K +31 +79%
BFEC
647
Benjamin F. Edwards & Company
Missouri
$13K
TWA
648
TCI Wealth Advisors
Arizona
$12K
FMII
649
Farmers & Merchants Investments Inc
Nebraska
$12K +$1.08K +5 +9%
PO
650
Private Ocean
California
$11K

PSA Hedge Fund Activity: Q3 2018 in Review

683 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q3 2018, worth a combined $28.6B — down 12% from $32.3B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of PSA and 54 opened new positions — a net loss of 1 holder — while 275 trimmed existing stakes and 223 added.

The largest buyer was Jupiter Investment Management, adding an estimated $146M. The largest seller was Capital World Investors, cutting an estimated $240M.

  • 683 institutional investors held Public Storage (PSA) as of Q3 2018, down from 692 in Q2 2018.
  • Funds reported $28.6B of Public Storage stock for Q3 2018, down 12% quarter-over-quarter.
  • 54 funds opened new Public Storage positions in Q3 2018 and 55 closed out, a net change of -1 holder.
  • The largest Public Storage buyer in Q3 2018 was Jupiter Investment Management, an estimated $146M added.
  • The largest Public Storage seller in Q3 2018 was Capital World Investors, an estimated $240M sold.

Based on aggregated 13F filings for Q3 2018.