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Public Storage

683 hedge funds and large institutions have $28.6B invested in Public Storage in 2018 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 223 increasing their positions, 275 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.91% less ownership

Funds ownership: 82.1%81.19% (-0.91%)

2% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 55

2% less call options, than puts

Call options by funds: $64.2M | Put options by funds: $65.7M

1% less funds holding

Funds holding: 692683 (-9)

12% less capital invested

Capital invested by funds: $32.3B → $28.6B (-$3.74B)

19% less repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 275

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

Holders
683
Holders Change
-9
Holders Change %
-1.3%
% of All Funds
15.61%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.21%
New
54
Increased
223
Reduced
275
Closed
55
Calls
$64.2M
Puts
$65.7M
Net Calls
-$1.48M
Net Calls Change
+$303M
Name Holding Trade Value Shares
Change
Change in
Stake
SMFS
676
Squar Milner Financial Services
California
$3K
GEA
677
Glen Eagle Advisors
New Jersey
$2.02K
LFA
678
Legacy Financial Advisors
Kentucky
$2K -$1.73K -8 -42%
BWM
679
Baystate Wealth Management
Massachusetts
$2K
TIM
680
Tortoise Investment Management
New York
$2K
WWM
681
Willingdon Wealth Management
North Carolina
$2K
CFGS
682
Concourse Financial Group Securities
Alabama
$2K +$1.94K +9 New
ED
683
Exane Derivatives
France
$2K +$216 +1 +11%
TFA
684
Transamerica Financial Advisors
Florida
$1K -$216 -1 -33%
CAGAS
685
Capital Advisory Group Advisory Services
Minnesota
$1K
DBT
686
Dubuque Bank & Trust
Iowa
$1K
GWS
687
Glassman Wealth Services
Virginia
$1K
CF
688
Centaurus Financial
California
$392 -$189K -876 -100%
Balyasny Asset Management
689
Balyasny Asset Management
Illinois
-$40.9M -180,266 Closed
CI
690
Cooper Investors
Australia
-$12.8M -56,382 Closed
PG
691
Patten Group
Tennessee
-$356K -14,332 Closed
CIMLRA
692
CBRE Investment Management Listed Real Assets
Pennsylvania
-$2.85M -12,551 Closed
DCM
693
Driehaus Capital Management
Illinois
-$2.72M -12,000 Closed
Two Sigma Advisers
694
Two Sigma Advisers
New York
-$2.5M -11,037 Closed
Jane Street
695
Jane Street
New York
-$1.89M -8,775 Closed
LCM
696
Landscape Capital Management
New Jersey
-$1.81M -8,002 Closed
WCA
697
Waratah Capital Advisors
Ontario, Canada
-$1.7M -7,490 Closed
CIBC World Market
698
CIBC World Market
Ontario, Canada
-$995K -4,384 Closed
OIA
699
OneDigital Investment Advisors
Kansas
-$810K -3,530 Closed
JIC
700
Johnson Investment Counsel
Ohio
-$637K -2,810 Closed

PSA Hedge Fund Activity: Q3 2018 in Review

683 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q3 2018, worth a combined $28.6B — down 12% from $32.3B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of PSA and 54 opened new positions — a net loss of 1 holder — while 275 trimmed existing stakes and 223 added.

The largest buyer was Jupiter Investment Management, adding an estimated $146M. The largest seller was Capital World Investors, cutting an estimated $240M.

  • 683 institutional investors held Public Storage (PSA) as of Q3 2018, down from 692 in Q2 2018.
  • Funds reported $28.6B of Public Storage stock for Q3 2018, down 12% quarter-over-quarter.
  • 54 funds opened new Public Storage positions in Q3 2018 and 55 closed out, a net change of -1 holder.
  • The largest Public Storage buyer in Q3 2018 was Jupiter Investment Management, an estimated $146M added.
  • The largest Public Storage seller in Q3 2018 was Capital World Investors, an estimated $240M sold.

Based on aggregated 13F filings for Q3 2018.