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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
RIA
726
RPG Investment Advisory
California
$4K
GWAG
727
Garrett Wealth Advisory Group
Texas
$3.92K +$4.02K +16 New
GFPC
728
Global Financial Private Capital
Florida
$3K
BWM
729
Baystate Wealth Management
Massachusetts
$3K +$251 +1 +10%
OSAM
730
O'Shaughnessy Asset Management
Connecticut
$3K +$2.76K +11 New
AA
731
Advisory Alpha
Michigan
$2.23K +$2.26K +9 New
GT
732
Glenmede Trust
Pennsylvania
$2.09K +$1.53M +6,106 +252%
CBT
733
Capital Bank & Trust
California
$2K +$2.51K +10 New
LWM
734
Liberty Wealth Management
California
$1K -$56K -223 -99%
CAGAS
735
Capital Advisory Group Advisory Services
Minnesota
$1K
TWA
736
TCI Wealth Advisors
Arizona
$1K
VFA
737
Valeo Financial Advisors
Indiana
$1K
BC
738
Barnett & Company
Tennessee
$1K +$1K +4 New
ED
739
Exane Derivatives
France
$736 -$10.8K -43 -93%
BC
740
Brookfield Corp
Ontario, Canada
-$223M -937,946 Closed
American Century Companies
741
American Century Companies
Missouri
-$72M -302,239 Closed
CFC
742
Cincinnati Financial Corp
Ohio
-$18.3M -77,000 Closed
IP
743
Interval Partners
New York
-$13.5M -56,660 Closed
CI
744
Cincinnati Insurance
Ohio
-$9.53M -40,000 Closed
Nomura Holdings
745
Nomura Holdings
Japan
-$6.77M -28,630 Closed
MSV
746
MN Services Vermogensbeheer
Netherlands
-$6.43M -27,020 Closed
CBOA
747
Commonwealth Bank of Australia
Australia
-$3.4M -14,321 Closed
BAM
748
Blueshift Asset Management
New Jersey
-$2.92M -12,283 Closed
CSUI
749
Cincinnati Specialty Underwriters Insurance
Ohio
-$2.38M -10,000 Closed
ECM
750
Element Capital Management
New York
-$2.25M -9,429 Closed

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.