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Public Storage

792 hedge funds and large institutions have $31.9B invested in Public Storage in 2020 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 256 increasing their positions, 259 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 49

9% more funds holding

Funds holding: 727792 (+65)

2% more capital invested

Capital invested by funds: $31.4B → $31.9B (+$530M)

1% less repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 259

3% less call options, than puts

Call options by funds: $94.9M | Put options by funds: $97.6M

1.71% less ownership

Funds ownership: 80.71%79.01% (-1.7%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
792
Holders Change
+65
Holders Change %
+8.94%
% of All Funds
14.02%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.19%
New
125
Increased
256
Reduced
259
Closed
49
Calls
$94.9M
Puts
$97.6M
Net Calls
-$2.77M
Net Calls Change
+$17.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
651
Jones Financial Companies
Missouri
$105K +$104K +453 New
PVH
652
Psagot Value Holdings
Israel
$104K
BCP
653
Blue Chip Partners
Michigan
$104K +$917 +4 +0.9%
RWB
654
RMR Wealth Builders
New Jersey
$103K +$103K +448 New
BAM
655
Belpointe Asset Management
Nevada
$102K +$102K +443 New
ACA
656
Atlas Capital Advisors
Wyoming
$101K +$100K +437 New
AS
657
Altshuler Shaham
Israel
$100K +$98.8K +431 New
Parallax Volatility Advisers
658
Parallax Volatility Advisers
California
$98K -$266K -1,162 -73%
VBCG
659
Valley Brook Capital Group
Pennsylvania
$98K +$97.4K +425 New
SCM
660
Silvant Capital Management
Georgia
$96K
APA
661
American Portfolios Advisors
New York
$95.4K +$2.06K +9 +2%
CWC
662
Carolinas Wealth Consulting
North Carolina
$95K +$58K +253 +158%
HFM
663
Hartford Financial Management
Connecticut
$95K +$94.4K +412 New
BAM
664
Bellevue Asset Management
Washington
$93K
TFA
665
Toth Financial Advisory
Virginia
$92K
JIR
666
James Investment Research
Ohio
$90K -$1.74M -7,608 -95%
KFA
667
Krane Funds Advisors
New York
$89K +$88.5K +386 New
NFG
668
Next Financial Group
Texas
$87K -$458 -2 -0.5%
HFA
669
Hoover Financial Advisors
Pennsylvania
$87K +$90.3K +394 New
HPC
670
HM Payson & Co
Maine
$83K
HRC
671
Hoertkorn Richard Charles
$82K
WTC
672
WhitTier Trust Company
Nevada
$80K
TPCW
673
TD Private Client Wealth
New York
$79.4K -$8.94K -39 -10%
HDIM
674
Hanson & Doremus Investment Management
Vermont
$78K
TF
675
TimeScale Financial
Massachusetts
$73K +$688 +3 +1%

PSA Hedge Fund Activity: Q4 2020 in Review

792 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q4 2020, worth a combined $31.9B — up 1.7% from $31.4B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new PSA positions and 49 closed out — a net gain of 76 holders — while 256 added to existing stakes and 259 trimmed.

The largest buyer was Canada Pension Plan Investment Board, adding an estimated $158M. The largest seller was Capital International Investors, cutting an estimated $344M.

  • 792 institutional investors held Public Storage (PSA) as of Q4 2020, up from 727 in Q3 2020.
  • Funds reported $31.9B of Public Storage stock for Q4 2020, up 1.7% quarter-over-quarter.
  • 125 funds opened new Public Storage positions in Q4 2020 and 49 closed out, a net change of +76 holders.
  • The largest Public Storage buyer in Q4 2020 was Canada Pension Plan Investment Board, an estimated $158M added.
  • The largest Public Storage seller in Q4 2020 was Capital International Investors, an estimated $344M sold.

Based on aggregated 13F filings for Q4 2020.