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Public Storage

722 hedge funds and large institutions have $28.2B invested in Public Storage in 2020 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 240 increasing their positions, 293 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more funds holding in top 10

Funds holding in top 10: 716 (+9)

1.79% more ownership

Funds ownership: 79.56%81.36% (+1.8%)

5% less capital invested

Capital invested by funds: $29.6B → $28.2B (-$1.36B)

4% less funds holding

Funds holding: 756722 (-34)

18% less repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 293

26% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 95

58% less call options, than puts

Call options by funds: $75.5M | Put options by funds: $179M

Holders
722
Holders Change
-34
Holders Change %
-4.5%
% of All Funds
15.91%
Holding in Top 10
16
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+128.57%
% of All Funds
0.35%
New
70
Increased
240
Reduced
293
Closed
95
Calls
$75.5M
Puts
$179M
Net Calls
-$103M
Net Calls Change
-$235M
Name Holding Trade Value Shares
Change
Change in
Stake
PW
701
Price Wealth
Texas
$3K
PA
702
Procyon Advisors
Connecticut
$3K
RIA
703
RPG Investment Advisory
California
$3K
TWA
704
TCI Wealth Advisors
Arizona
$3K +$214 +1 +6%
CAN
705
Claraphi Advisory Network
United States
$3K +$3K +14 New
HNB
706
Huntington National Bank
Ohio
$2K -$9.85K -46 -82%
BWM
707
Baystate Wealth Management
Massachusetts
$2K
IWP
708
IAG Wealth Partners
Wisconsin
$2K
VFA
709
Valeo Financial Advisors
Indiana
$2K +$1.07K +5 +125%
AA
710
Advisory Alpha
Michigan
$1.69K +$1.93K +9 New
BBHC
711
Brown Brothers Harriman & Co
New York
$1K -$23.1K -108 -96%
GFPC
712
Global Financial Private Capital
Florida
$1K -$1.93K -9 -64%
FNBOSM
713
First National Bank of South Miami
Florida
$1K
PCTC
714
Perkins Coie Trust Company
Washington
$1K +$643 +3 New
CAGAS
715
Capital Advisory Group Advisory Services
Minnesota
$1K +$1.28K +6 New
ME
716
McIlrath & Eck
Washington
$1K +$1.28K +6 New
MLL
717
Moody Lynn & Lieberson
Massachusetts
$794
WA
718
WBH Advisory
Maryland
$777 +$27.8K +130 +3%
ED
719
Exane Derivatives
France
$596
TI
720
tru Independence
Oregon
$64
CSS
721
Cubist Systematic Strategies
Connecticut
-$16.8M -79,014 Closed
ESCM
722
Echo Street Capital Management
New York
-$16.6M -78,114 Closed
OAC
723
OMERS Administration Corp
Ontario, Canada
-$13.8M -64,600 Closed
Capital Research Global Investors
724
Capital Research Global Investors
California
-$12.8M -60,109 Closed
CAM
725
ClariVest Asset Management
California
-$10.2M -47,795 Closed

PSA Hedge Fund Activity: Q1 2020 in Review

722 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q1 2020, worth a combined $28.2B — down 4.6% from $29.6B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of PSA and 70 opened new positions — a net loss of 25 holders — while 293 trimmed existing stakes and 240 added.

The largest buyer was Cohen & Steers, adding an estimated $632M. The largest seller was Parnassus Investments, cutting an estimated $253M.

  • 722 institutional investors held Public Storage (PSA) as of Q1 2020, down from 756 in Q4 2019.
  • Funds reported $28.2B of Public Storage stock for Q1 2020, down 4.6% quarter-over-quarter.
  • 70 funds opened new Public Storage positions in Q1 2020 and 95 closed out, a net change of -25 holders.
  • The largest Public Storage buyer in Q1 2020 was Cohen & Steers, an estimated $632M added.
  • The largest Public Storage seller in Q1 2020 was Parnassus Investments, an estimated $253M sold.

Based on aggregated 13F filings for Q1 2020.