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Public Storage

699 hedge funds and large institutions have $34B invested in Public Storage in 2019 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 262 increasing their positions, 250 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $268M | Put options by funds: $130M

10% more capital invested

Capital invested by funds: $30.9B → $34B (+$3.09B)

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

5% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 250

0.5% more ownership

Funds ownership: 81.38%81.88% (+0.5%)

4% less funds holding

Funds holding: 726699 (-27)

25% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 72

Holders
699
Holders Change
-27
Holders Change %
-3.72%
% of All Funds
15.18%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.35%
New
54
Increased
262
Reduced
250
Closed
72
Calls
$268M
Puts
$130M
Net Calls
+$137M
Net Calls Change
+$61.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BL
651
Balentine LLC
Georgia
$22K +$4.82K +21 +30%
VEA
652
Virtus ETF Advisers
New York
$19K -$5.05K -22 -22%
EARNEST Partners
653
EARNEST Partners
Georgia
$19K
WAS
654
Winch Advisory Services
Wisconsin
$17K +$229 +1 +1%
SCA
655
Stonebridge Capital Advisors
Minnesota
$17K +$16.3K +71 New
Rockefeller Capital Management
656
Rockefeller Capital Management
New York
$16K -$62.4K -272 -80%
FMII
657
Farmers & Merchants Investments Inc
Nebraska
$16K +$229 +1 +1%
HWA
658
Heritage Wealth Advisors
Virginia
$15.7K
PB
659
Pinnacle Bancorp
Nebraska
$14K
HGWM
660
Harvest Group Wealth Management
Massachusetts
$13K
HNB
661
Huntington National Bank
Ohio
$13K +$10.6K +46 +460%
GWS
662
Glassman Wealth Services
Virginia
$11K -$94K -410 -90%
LWM
663
Lenox Wealth Management
Ohio
$11K
ED
664
Exane Derivatives
France
$11K +$8.26K +36 +360%
WPA
665
West Paces Advisors
Georgia
$10.5K
EFSCE
666
Enterprise Financial Services Corp (EFSC)
Missouri
$10K +$917 +4 +10%
ADL
667
Asset Dedication LLC
California
$9K
CFN
668
Cordasco Financial Network
Florida
$9K
TFO
669
Tarbox Family Office
California
$9K
RCAG
670
Rehmann Capital Advisory Group
Michigan
$7.63K +$917 +4 +14%
GEA
671
Glen Eagle Advisors
New Jersey
$7.14K +$4.59K +20 +200%
FHA
672
Flagship Harbor Advisors
Massachusetts
$7K
GSWM
673
Golden State Wealth Management
California
$7K
PWMG
674
Prestige Wealth Management Group
New Jersey
$7K
SWA
675
Sutton Wealth Advisors
Florida
$6.19K +$688 +3 +13%

PSA Hedge Fund Activity: Q2 2019 in Review

699 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q2 2019, worth a combined $34B — up 10% from $30.9B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of PSA and 54 opened new positions — a net loss of 18 holders — while 250 trimmed existing stakes and 262 added.

The largest buyer was Cohen & Steers, adding an estimated $491M. The largest seller was PGGM Investments, cutting an estimated $216M.

  • 699 institutional investors held Public Storage (PSA) as of Q2 2019, down from 726 in Q1 2019.
  • Funds reported $34B of Public Storage stock for Q2 2019, up 10% quarter-over-quarter.
  • 54 funds opened new Public Storage positions in Q2 2019 and 72 closed out, a net change of -18 holders.
  • The largest Public Storage buyer in Q2 2019 was Cohen & Steers, an estimated $491M added.
  • The largest Public Storage seller in Q2 2019 was PGGM Investments, an estimated $216M sold.

Based on aggregated 13F filings for Q2 2019.