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Public Storage
PSA

Overview Fund Activity

966 hedge funds and large institutions have $51.4B invested in Public Storage in 2021 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 340 increasing their positions, 277 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
966
Holders Change
+91
Holders Change %
+10.4%
% of All Funds
14.92%
Holding in Top 10
22
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+46.67%
% of All Funds
0.34%
New
168
Increased
340
Reduced
277
Closed
61
Calls
$138M
Puts
$127M
Net Calls
+$11.7M
Net Calls Change
-$27.2M

Top Buyers

1
State Street
State Street
Massachusetts
+$228M
2
BlackRock
BlackRock
New York
+$171M
3
Northern Trust
Northern Trust
Illinois
+$161M
4
CIM
Centersquare Investment Management
Pennsylvania
+$111M
5
Ameriprise
Ameriprise
Minnesota
+$104M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$300M
2
Wells Fargo
Wells Fargo
California
-$178M
3
EIM
Elliott Investment Management
Florida
-$171M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$105M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
651
Secure Asset Management
Michigan
$400K +$1.87K +5 +0.5%
CFAM
652
Center For Asset Management
Florida
$400K +$7.5K +20 +2%
IWC
653
Integrated Wealth Concepts
Massachusetts
$398K -$366K -977 -48%
FANJ
654
Financial Architects (New Jersey)
New Jersey
$394K -$57.2K -153 -13%
PCFFS
655
Pacific Center for Financial Services
California
$394K – – –
MOS
656
MGO One Seven
Ohio
$394K +$61.4K +164 +18%
ATPW
657
Ashton Thomas Private Wealth
Arizona
$394K +$394K +1,051 New
EWA
658
EP Wealth Advisors
California
$393K +$393K +1,049 New
EN1L
659
Engine No 1 LLC
California
$391K +$84K +224 +27%
LWAM
660
Legacy Wealth Asset Management
Minnesota
$385K +$385K +1,027 New
IC
661
Intersect Capital
California
$384K -$491K -1,308 -56%
MPM
662
MBB Public Markets
Illinois
$384K +$384K +1,025 New
WS
663
Wedbush Securities
California
$382K +$43.4K +116 +13%
FHB
664
First Hawaiian Bank
Hawaii
$382K +$81.3K +217 +27%
FIM
665
Freedom Investment Management
Connecticut
$378K +$63.6K +170 +20%
AWM
666
Apollon Wealth Management
South Carolina
$376K +$68.2K +182 +22%
KJHP
667
K.J. Harrison & Partners
Ontario, Canada
$375K – – –
OCM
668
Orleans Capital Management
Louisiana
$375K +$375K +1,000 New
RIA
669
Richwood Investment Advisors
Ohio
$371K +$371K +990 New
AWM
670
Axxcess Wealth Management
California
$368K +$368K +983 New
SC
671
Savant Capital
Illinois
$364K +$68.9K +184 +23%
CG
672
Cutler Group
California
$364K +$364K +973 New
S
673
SimplyRich
California
$363K – – –
LIM
674
Longfellow Investment Management
Massachusetts
$362K – – –
AAS
675
Avantax Advisory Services
Texas
$362K +$61.4K +164 +20%
25 26
27
28 29