PSA icon

Public Storage
PSA

Overview Fund Activity

690 hedge funds and large institutions have $32.3B invested in Public Storage in 2018 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 234 increasing their positions, 253 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
690
Holders Change
+15
Holders Change %
+2.22%
% of All Funds
15.82%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.28%
New
69
Increased
234
Reduced
253
Closed
49
Calls
$93.7M
Puts
$398M
Net Calls
-$304M
Net Calls Change
-$227M

Top Buyers

1
BC
Brookfield Corp
Ontario, Canada
+$293M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$253M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$91.3M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$53.4M
5
BlackRock
BlackRock
New York
+$51.4M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$290M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$124M
3
EVM
Eaton Vance Management
Massachusetts
-$115M
4
SCRM
Security Capital Research & Management
Illinois
-$66.8M
5
Capital World Investors
Capital World Investors
California
-$56.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFO
651
Tarbox Family Office
California
$12K – – –
TCM
652
Tradewinds Capital Management
Washington
$12K +$231 +1 +2%
GFP
653
Gryphon Financial Partners
Ohio
$11K +$1.35K +6 +14%
PSC
654
Prentiss Smith & Co
Vermont
$10K -$5.87K -27 -37%
PW
655
Price Wealth
Texas
$10K -$3K -16 Closed
WPA
656
West Paces Advisors
Georgia
$9.98K -$10.7K -47 -52%
EFSCE
657
Enterprise Financial Services Corp (EFSC)
Missouri
$9K -$26.1K -113 -74%
SWA
658
Sutton Wealth Advisors
Florida
$8.39K – – –
Bessemer Group
659
Bessemer Group
New Jersey
$8K -$6.4K -28 -44%
ADL
660
Asset Dedication LLC
California
$8K – – –
Parallax Volatility Advisers
661
Parallax Volatility Advisers
California
$7K +$7K +32 New
AIL
662
AGF Investments LLC
Ontario, Canada
$6.59K -$552 -2,434 -8%
MPWT
663
MassMutual Private Wealth & Trust
Connecticut
$6.58K – – –
VFA
664
Valeo Financial Advisors
Indiana
$6K -$1.07K -5 -15%
JFA
665
JNBA Financial Advisors
Minnesota
$6K – – –
CIA
666
CSat Investment Advisory
Michigan
$6K +$6K +25 New
OIA
667
Optimum Investment Advisors
Illinois
$5K – – –
JAM
668
JCIC Asset Management
Ontario, Canada
$5K – – –
FGAM
669
Financial Gravity Asset Management
Texas
$5K +$4.32K +19 +633%
LFA
670
Legacy Financial Advisors
Kentucky
$4K +$2.95K +14 +280%
CFC
671
Coyle Financial Counsel
Illinois
$4K +$4K +18 New
TAIM
672
TD Ameritrade Investment Management
Nebraska
$4K +$4K +19 New
BCWM
673
Bartlett & Co Wealth Management
Ohio
$3.18K – – –
BC
674
Bartlett & Co
Ohio
$3K – – –
IFAM
675
Institutional & Family Asset Management
Colorado
$3K – – –
25 26
27
28 29