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Public Storage
PSA

Overview Fund Activity

675 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, 240 increasing their positions, 252 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
+4
Holders Change %
+0.6%
% of All Funds
15.49%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
83
Increased
240
Reduced
252
Closed
76
Calls
$83.5M
Puts
$161M
Net Calls
-$77.2M
Net Calls Change
-$63.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.13B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.67B
3
Invesco
3
Invesco
Georgia
$686M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$794M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$138M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.23B
2
BC
2
Brookfield Corp
Ontario, Canada
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$328M
4
Goldman Sachs
4
Goldman Sachs
New York
$284M
5
ACI
5
AMP Capital Investors
Australia
$50.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
651
Optimum Investment Advisors
Illinois
$4K +$4K +20 New
BC
652
Bartlett & Co
Ohio
$3K -$32.8K -153 -92%
PW
653
Price Wealth
Texas
$3K -$3K -16 -50%
PFGIA
654
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$800 +4 +36%
IFAM
655
Institutional & Family Asset Management
Colorado
$3K +$3K +14 New
RWP
656
RWA Wealth Partners
Massachusetts
$3K +$3K +15 New
JA
657
JOYN Advisors
Georgia
$3K +$3K +17 New
BCWM
658
Bartlett & Co Wealth Management
Ohio
$2.81K +$2.81K +14 New
Nomura Holdings
659
Nomura Holdings
Japan
$2.36K +$441 +2,200 +23%
ED
660
Exane Derivatives
France
$2.02K +$202 +1 +11%
BWM
661
Baystate Wealth Management
Massachusetts
$2K -$12.2K -61 -86%
AC
662
Avestar Capital
New York
$2K -$5.63K -45 -74%
TIM
663
Tortoise Investment Management
New York
$2K – – –
CB
664
Community Bank
New York
$2K – – –
CHC
665
City Holding Co
West Virginia
$2K – – –
HIM
666
Hillsdale Investment Management
Ontario, Canada
$2K +$600 +3 +43%
ACM
667
Aviance Capital Management
Florida
$2K +$2K +9 New
ML
668
McAdam LLC
Pennsylvania
$2K +$2K +11 New
BBHC
669
Brown Brothers Harriman & Co
New York
$1K -$5.67K -34 -85%
LFA
670
Legacy Financial Advisors
Kentucky
$1K -$2.6K -13 -72%
SWMG
671
Signature Wealth Management Group
Georgia
$1K -$1.33K -4 -57%
GWS
672
Glassman Wealth Services
Virginia
$1K -$333 -1 -25%
GI
673
Gradient Investments
Minnesota
$1K -$250 -1 -20%
FGC
674
Financial Gravity Companies
Texas
$1K +$1K +3 New
FGAM
675
Financial Gravity Asset Management
Texas
$1K +$1K +3 New
25 26
27
28 29