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Public Storage

739 hedge funds and large institutions have $34.5B invested in Public Storage in 2019 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 279 increasing their positions, 228 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 45

90% more call options, than puts

Call options by funds: $325M | Put options by funds: $171M

22% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 228

6% more funds holding

Funds holding: 699739 (+40)

1% more capital invested

Capital invested by funds: $34B → $34.5B (+$481M)

1.35% less ownership

Funds ownership: 81.88%80.53% (-1.3%)

25% less funds holding in top 10

Funds holding in top 10: 1612 (-4)

Holders
739
Holders Change
+40
Holders Change %
+5.72%
% of All Funds
16.21%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.26%
New
89
Increased
279
Reduced
228
Closed
45
Calls
$325M
Puts
$171M
Net Calls
+$154M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
626
Central Trust Company
Missouri
$133K
TL
627
TrueWealth LLC
Georgia
$131K +$134K +533 New
VNA
628
Valley National Advisers
Pennsylvania
$128K
SFSIG
629
San Francisco Sentry Investment Group
California
$125K +$50.2K +200 +65%
AIS
630
Accurate Investment Solutions
Pennsylvania
$123K
SM
631
SG3 Management
Puerto Rico
$123K +$126K +500 New
AIC
632
Ameritas Investment Company
Nebraska
$113K -$341K -1,358 -75%
CLOS
633
Compagnie Lombard Odier SCmA
Switzerland
$112K
CFD
634
Creative Financial Designs
Indiana
$109K +$502 +2 +0.4%
GLI
635
Guardian Life Insurance
New York
$108K +$1.76K +7 +2%
RWA
636
Ropes Wealth Advisors
Massachusetts
$104K
SCM
637
Silvant Capital Management
Georgia
$102K -$22.9K -91 -18%
Marshall Wace
638
Marshall Wace
United Kingdom
$102K +$105K +417 New
TFA
639
Toth Financial Advisory
Virginia
$98K
EW
640
Evoke Wealth
California
$94.1K +$96.2K +383 New
HPC
641
HM Payson & Co
Maine
$92K
HRC
642
Hoertkorn Richard Charles
$88K
PVH
643
Psagot Value Holdings
Israel
$88K
MCM
644
Manchester Capital Management
Vermont
$86K
CIA
645
CSat Investment Advisory
Michigan
$86K +$13.8K +55 +18%
HDIM
646
Hanson & Doremus Investment Management
Vermont
$83K
BFC
647
Bedel Financial Consulting
Indiana
$76K
APA
648
American Portfolios Advisors
New York
$75.3K
TF
649
TimeScale Financial
Massachusetts
$75K
KTC
650
Kistler-Tiffany Companies
Pennsylvania
$74K

PSA Hedge Fund Activity: Q3 2019 in Review

739 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q3 2019, worth a combined $34.5B — up 1.4% from $34B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new PSA positions and 45 closed out — a net gain of 44 holders — while 279 added to existing stakes and 228 trimmed.

The largest buyer was Bank of America, adding an estimated $327M. The largest seller was Cohen & Steers, cutting an estimated $1.05B.

  • 739 institutional investors held Public Storage (PSA) as of Q3 2019, up from 699 in Q2 2019.
  • Funds reported $34.5B of Public Storage stock for Q3 2019, up 1.4% quarter-over-quarter.
  • 89 funds opened new Public Storage positions in Q3 2019 and 45 closed out, a net change of +44 holders.
  • The largest Public Storage buyer in Q3 2019 was Bank of America, an estimated $327M added.
  • The largest Public Storage seller in Q3 2019 was Cohen & Steers, an estimated $1.05B sold.

Based on aggregated 13F filings for Q3 2019.