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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
UB
726
UMB Bank
Missouri
-$219K -1,051 Closed
PP
727
Pegasus Partners
Wisconsin
-$217K -1,040 Closed
CCIA
728
Campbell & Co Investment Adviser
Maryland
-$213K -1,018 Closed
MA
729
Mutual Advisors
Nebraska
-$212K -1,013 Closed
BCM
730
Bridgeway Capital Management
Texas
-$209K -1,000 Closed
DZ Bank
731
DZ Bank
Germany
-$186K -894 Closed
CCS
732
Crosspoint Capital Strategies
California
-$1.51M -722 Closed
LC
733
Landaas & Company
Wisconsin
-$143K -686 Closed
TRCT
734
Tower Research Capital (TRC)
New York
-$110K -527 Closed
FFG
735
Ford Financial Group
California
-$79K -390 Closed
KJWM
736
Kiley Juergens Wealth Management
Washington
-$75K -362 Closed
IWP
737
Icon Wealth Partners
Texas
-$69K -329 Closed
AIM
738
Advantage Investment Management
Iowa
-$27K -125 Closed
WTB
739
Washington Trust Bank
Washington
-$23.8K -122 -99%
GT
740
Greenleaf Trust
Michigan
-$22K -103 Closed
RPC
741
Rossmore Private Capital
Connecticut
-$16.5K -79 Closed
OFW
742
Omnia Family Wealth
Florida
-$9K -42 Closed
Acadian Asset Management
743
Acadian Asset Management
Massachusetts
-$8K -37 Closed
PWM
744
Paulson Wealth Management
Illinois
-$7K -35 Closed
BL
745
Balentine LLC
Georgia
-$7K -32 Closed
SCA
746
Stuart Chaussee & Associates
California
-$5K -26 Closed
NL
747
NVWM LLC
Pennsylvania
-$5K -23 Closed
PRS
748
Pinkerton Retirement Specialists
Idaho
-$4K -17 Closed
VCM
749
Versant Capital Management
Arizona
-$3K -17 Closed
YWP
750
YorkBridge Wealth Partners
New York
-$2K -12 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.