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Public Storage
PSA

Overview Fund Activity

704 hedge funds and large institutions have $28.5B invested in Public Storage in 2018 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 233 increasing their positions, 258 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
704
Holders Change
+23
Holders Change %
+3.38%
% of All Funds
15.71%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.31%
New
92
Increased
233
Reduced
258
Closed
62
Calls
$162M
Puts
$133M
Net Calls
+$29.4M
Net Calls Change
+$30.9M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$457M
2
Victory Capital Management
Victory Capital Management
Texas
$150M
3
AAMU
APG Asset Management US
New York
$996M
4
Daiwa Securities Group
Daiwa Securities Group
Japan
$127M
5
APG Asset Management
APG Asset Management
Netherlands
$149M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$1.07B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$852M
3
Federated Hermes
Federated Hermes
Pennsylvania
$570K
4
Wellington Management Group
Wellington Management Group
Massachusetts
$1.58B
5
Parnassus Investments
Parnassus Investments
California
$234M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAMU
626
Pictet Asset Management (UK)
United Kingdom
$27.8K +$6.05K +29,900 +28%
OAJ
627
Ogorek Anthony Joseph
New York
$27K +$394 +2 +1%
FC
628
Ferris Capital
Massachusetts
$26K -$2.6K -13 -9%
DAM
629
Delta Asset Management
Tennessee
$26K -$2.03K -10 -7%
JFGIW
630
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25K -$10K -50 -29%
BCWM
631
Bartlett & Co Wealth Management
Ohio
$23.1K – – –
BC
632
Bartlett & Co
Ohio
$23K – – –
EWM
633
Executive Wealth Management
Michigan
$23K +$23K +112 New
SIAS
634
Shine Investment Advisory Services
Colorado
$22K – – –
MOS
635
MGO One Seven
Ohio
$22K +$22K +110 New
VEA
636
Virtus ETF Advisers
New York
$21K – – –
MSA
637
Marino Stram & Associates
Massachusetts
$21K – – –
FANJ
638
Financial Architects (New Jersey)
New Jersey
$20K -$4K -20 -17%
LWCFA
639
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$20K – – –
CH
640
Canton Hathaway
Rhode Island
$20K – – –
BL
641
Balentine LLC
Georgia
$20K +$5.71K +28 +40%
PWMG
642
Prestige Wealth Management Group
New Jersey
$20K +$20K +97 New
MNBTD
643
Moody National Bank Trust Division
Texas
$20K +$20K +99 New
CCMW
644
Cypress Capital Management (Wyoming)
Wyoming
$19K – – –
WANY
645
Wealthspire Advisors (New York)
New York
$19K +$19K +93 New
LFA
646
Legacy Financial Advisors
Kentucky
$17K +$14.7K +71 +645%
EARNEST Partners
647
EARNEST Partners
Georgia
$16K – – –
HR
648
Howe & Rusling
New York
$15K – – –
WAS
649
Winch Advisory Services
Wisconsin
$14K +$203 +1 +1%
Rockefeller Capital Management
650
Rockefeller Capital Management
New York
$14K +$14K +67 New
24 25
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