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Public Storage

677 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, 241 increasing their positions, 253 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 76

1% more funds holding

Funds holding: 673677 (+4)

0.29% more ownership

Funds ownership: 81.77%82.06% (+0.29%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

4% less capital invested

Capital invested by funds: $29.7B → $28.6B (-$1.1B)

5% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 253

48% less call options, than puts

Call options by funds: $83.5M | Put options by funds: $161M

Holders
677
Holders Change
+4
Holders Change %
+0.59%
% of All Funds
15.52%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
83
Increased
241
Reduced
253
Closed
76
Calls
$83.5M
Puts
$161M
Net Calls
-$77.2M
Net Calls Change
-$63.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
676
Financial Gravity Asset Management
Texas
$1K +$584 +3 New
FGC
677
Financial Gravity Companies
Texas
$1K +$584 +3 New
ClearBridge Investments
678
ClearBridge Investments
New York
$1K +$1.17K +6 New
LA
679
Legacy Advisors
Pennsylvania
$1K +$1.36K +7 New
BC
680
Brookfield Corp
Ontario, Canada
-$149M -715,044 Closed
Voloridge Investment Management
681
Voloridge Investment Management
Florida
-$27.2M -130,340 Closed
CC
682
Carlson Capital
Texas
-$8.73M -41,771 Closed
SCM
683
Stevens Capital Management
Pennsylvania
-$6.83M -32,704 Closed
LCP
684
LGT Capital Partners
Switzerland
-$6.33M -30,304 Closed
JG
685
Jefferies Group
New York
-$5.58M -26,680 Closed
ZIG
686
Zurich Insurance Group
Switzerland
-$4.99M -23,892 Closed
Millennium Management
687
Millennium Management
New York
-$4.77M -22,830 Closed
BCM
688
BlueCrest Capital Management
Jersey
-$4.58M -21,923 Closed
KC
689
Kepos Capital
New York
-$3.73M -17,851 Closed
SBCM
690
Schwerin Boyle Capital Management
Massachusetts
-$2.51M -12,000 Closed
Two Sigma Advisers
691
Two Sigma Advisers
New York
-$1.99M -9,537 Closed
AA
692
Altman Advisors
Illinois
-$1.93M -9,216 Closed
NIPH
693
NN Investment Partners Holdings
Netherlands
-$1.86M -8,892 Closed
Tudor Investment Corp
694
Tudor Investment Corp
Connecticut
-$1.85M -8,870 Closed
ACM
695
Alpha Capital Management
Texas
-$1.84M -8,826 Closed
VIA
696
Virtus Investment Advisers
Connecticut
-$1.7M -8,136 Closed
Wolverine Trading
697
Wolverine Trading
Illinois
-$1.57M -8,077 Closed
SIM
698
Sentry Investment Management
Wisconsin
-$1.66M -7,961 Closed
Walleye Trading
699
Walleye Trading
New York
-$1.55M -7,959 Closed
GEM
700
Global Endowment Management
North Carolina
-$1.65M -7,900 Closed

PSA Hedge Fund Activity: Q1 2018 in Review

677 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q1 2018, worth a combined $28.6B — down 3.7% from $29.7B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new PSA positions and 76 closed out — a net gain of 7 holders — while 241 added to existing stakes and 253 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $202M. The largest seller was Vanguard Group, cutting an estimated $250M.

  • 677 institutional investors held Public Storage (PSA) as of Q1 2018, up from 673 in Q4 2017.
  • Funds reported $28.6B of Public Storage stock for Q1 2018, down 3.7% quarter-over-quarter.
  • 83 funds opened new Public Storage positions in Q1 2018 and 76 closed out, a net change of +7 holders.
  • The largest Public Storage buyer in Q1 2018 was Fidelity Investments, an estimated $202M added.
  • The largest Public Storage seller in Q1 2018 was Vanguard Group, an estimated $250M sold.

Based on aggregated 13F filings for Q1 2018.