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Public Storage

739 hedge funds and large institutions have $34.5B invested in Public Storage in 2019 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 279 increasing their positions, 228 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 45

90% more call options, than puts

Call options by funds: $325M | Put options by funds: $171M

22% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 228

6% more funds holding

Funds holding: 699739 (+40)

1% more capital invested

Capital invested by funds: $34B → $34.5B (+$481M)

1.35% less ownership

Funds ownership: 81.88%80.53% (-1.3%)

25% less funds holding in top 10

Funds holding in top 10: 1612 (-4)

Holders
739
Holders Change
+40
Holders Change %
+5.72%
% of All Funds
16.21%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.26%
New
89
Increased
279
Reduced
228
Closed
45
Calls
$325M
Puts
$171M
Net Calls
+$154M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
676
Avior Wealth Management
Nebraska
$33K +$251 +1 +0.7%
RCAG
677
Rehmann Capital Advisory Group
Michigan
$32.9K +$25.6K +102 +319%
BBHC
678
Brown Brothers Harriman & Co
New York
$32K +$32.6K +130 New
DAM
679
Delta Asset Management
Tennessee
$31K
SLF
680
Sun Life Financial
Ontario, Canada
$30K +$251 +1 +0.8%
PWP
681
Personal Wealth Partners
Minnesota
$28K +$3.01K +12 +12%
SIAS
682
Shine Investment Advisory Services
Colorado
$27K
WAP
683
Wealthcare Advisory Partners
Pennsylvania
$26K
CH
684
Canton Hathaway
Rhode Island
$25K
FANJ
685
Financial Architects (New Jersey)
New Jersey
$25K
LWCFA
686
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$25K
CCMW
687
Cypress Capital Management (Wyoming)
Wyoming
$24K
BL
688
Balentine LLC
Georgia
$22K
EARNEST Partners
689
EARNEST Partners
Georgia
$20K
VEA
690
Virtus ETF Advisers
New York
$20K
HGWM
691
Harvest Group Wealth Management
Massachusetts
$20K +$5.52K +22 +38%
MA
692
MUFG Americas
New York
$19K -$6.03K -24 -23%
CI
693
CX Institutional
Indiana
$18K -$159K -632 -90%
WAS
694
Winch Advisory Services
Wisconsin
$17K +$251 +1 +1%
FMII
695
Farmers & Merchants Investments Inc
Nebraska
$17K +$502 +2 +3%
FHA
696
Flagship Harbor Advisors
Massachusetts
$17K +$10K +40 +133%
FBT
697
First Bank & Trust
South Dakota
$16K -$24.1K -96 -60%
HWA
698
Heritage Wealth Advisors
Virginia
$16K
PB
699
Pinnacle Bancorp
Nebraska
$15K
HNB
700
Huntington National Bank
Ohio
$14K

PSA Hedge Fund Activity: Q3 2019 in Review

739 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q3 2019, worth a combined $34.5B — up 1.4% from $34B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new PSA positions and 45 closed out — a net gain of 44 holders — while 279 added to existing stakes and 228 trimmed.

The largest buyer was Bank of America, adding an estimated $327M. The largest seller was Cohen & Steers, cutting an estimated $1.05B.

  • 739 institutional investors held Public Storage (PSA) as of Q3 2019, up from 699 in Q2 2019.
  • Funds reported $34.5B of Public Storage stock for Q3 2019, up 1.4% quarter-over-quarter.
  • 89 funds opened new Public Storage positions in Q3 2019 and 45 closed out, a net change of +44 holders.
  • The largest Public Storage buyer in Q3 2019 was Bank of America, an estimated $327M added.
  • The largest Public Storage seller in Q3 2019 was Cohen & Steers, an estimated $1.05B sold.

Based on aggregated 13F filings for Q3 2019.