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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
American Century Companies
51
American Century Companies
Missouri
$76.2M +$30.1M +139,483 +59%
RJA
52
Raymond James & Associates
Florida
$75.5M -$1.8M -8,324 -2%
TCIM
53
TIAA CREF Investment Management
New York
$74.4M -$7.24M -33,564 -8%
PPA
54
Parametric Portfolio Associates
Washington
$69.2M -$2.9M -13,428 -4%
AllianceBernstein
55
AllianceBernstein
Tennessee
$69.2M -$1.2M -5,578 -2%
HSBC Holdings
56
HSBC Holdings
United Kingdom
$67.1M +$5.67M +26,277 +9%
WHG
57
Westwood Holdings Group
Texas
$66M -$44.6M -206,711 -39%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$60.3M -$4.29M -19,873 -6%
Prudential Financial
59
Prudential Financial
New Jersey
$57.9M +$21M +97,458 +51%
SO
60
STRS Ohio
Ohio
$55.1M -$2.87M -13,293 -5%
Ohio Public Employees Retirement System (OPERS)
61
Ohio Public Employees Retirement System (OPERS)
Ohio
$53.2M -$2.78M -12,874 -5%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$53M -$108K -501 -0.2%
Citigroup
63
Citigroup
New York
$51.4M -$18.9M -87,367 -26%
AAMU
64
Amundi Asset Management US
Massachusetts
$50.4M -$459K -2,126 -0.8%
Allianz Asset Management
65
Allianz Asset Management
Germany
$50.2M +$16.6M +76,961 +45%
Neuberger Berman Group
66
Neuberger Berman Group
New York
$48.6M +$7.13M +33,033 +16%
ACI
67
AMP Capital Investors
Australia
$45.5M +$1.07M +4,976 +2%
GT
68
Glenmede Trust
Pennsylvania
$44.3M +$38.5M +178,169 +427%
Teacher Retirement System of Texas
69
Teacher Retirement System of Texas
Texas
$43.6M +$31.5M +146,127 +208%
New York State Teachers Retirement System (NYSTRS)
70
New York State Teachers Retirement System (NYSTRS)
New York
$43.1M +$320K +1,482 +0.7%
T
71
TOBAM
France
$42.6M +$3.13M +14,502 +7%
Aberdeen Group
72
Aberdeen Group
United Kingdom
$41.3M +$173K +800 +0.4%
APG Asset Management
73
APG Asset Management
Netherlands
$41.3M +$30.2M +140,100 +143%
First Trust Advisors
74
First Trust Advisors
Illinois
$40.8M +$12.7M +59,049 +41%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$40.7M -$142K -657 -0.3%

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.