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Public Storage

792 hedge funds and large institutions have $31.9B invested in Public Storage in 2020 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 256 increasing their positions, 259 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 49

9% more funds holding

Funds holding: 727792 (+65)

2% more capital invested

Capital invested by funds: $31.4B → $31.9B (+$530M)

1% less repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 259

3% less call options, than puts

Call options by funds: $94.9M | Put options by funds: $97.6M

1.71% less ownership

Funds ownership: 80.71%79.01% (-1.7%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
792
Holders Change
+65
Holders Change %
+8.94%
% of All Funds
14.02%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.19%
New
125
Increased
256
Reduced
259
Closed
49
Calls
$94.9M
Puts
$97.6M
Net Calls
-$2.77M
Net Calls Change
+$17.8M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
726
Smithfield Trust
Pennsylvania
$21K +$2.98K +13 +16%
COCM
727
Charter Oak Capital Management
New Hampshire
$21K +$20.9K +91 New
BCA
728
Berman Capital Advisors
Georgia
$20K +$15.6K +68 +358%
CT
729
Caldwell Trust
Florida
$18.7K
CIA
730
CSat Investment Advisory
Michigan
$18K -$113K -495 -86%
EARNEST Partners
731
EARNEST Partners
Georgia
$18K
FMII
732
Farmers & Merchants Investments Inc
Nebraska
$18K
TH
733
TCTC Holdings
Texas
$18K +$18.1K +79 New
WAS
734
Winch Advisory Services
Wisconsin
$17K +$229 +1 +1%
FFA
735
Freedman Financial Associates
Massachusetts
$17K +$16.5K +72 New
PB
736
Pinnacle Bancorp
Nebraska
$14K
TFO
737
Tarbox Family Office
California
$14K +$1.38K +6 +11%
TAIM
738
TD Ameritrade Investment Management
Nebraska
$14K +$3.44K +15 +34%
PFO
739
Pathstone Family Office
New Jersey
$14K +$13.5K +59 New
CBT
740
CoreFirst Bank & Trust
Kansas
$14K +$13.8K +60 New
DWMG
741
DB Wealth Management Group
California
$14K +$13.8K +60 New
KFS
742
Kelly Financial Services
Massachusetts
$12.1K
AIG
743
American International Group
New York
$12K -$243K -1,062 -2%
BDWCC
744
B&D White Capital Company
Texas
$11K +$11.7K +51 New
SIAG
745
Safeguard Investment Advisory Group
California
$11K +$11.7K +51 New
WPA
746
West Paces Advisors
Georgia
$10.2K
AJ
747
Ashburton (Jersey)
Jersey
$10K
ONST
748
Old North State Trust
North Carolina
$10K
SWA
749
Sutton Wealth Advisors
Florida
$9.24K
CFN
750
Cordasco Financial Network
Florida
$9K

PSA Hedge Fund Activity: Q4 2020 in Review

792 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q4 2020, worth a combined $31.9B — up 1.7% from $31.4B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new PSA positions and 49 closed out — a net gain of 76 holders — while 256 added to existing stakes and 259 trimmed.

The largest buyer was Canada Pension Plan Investment Board, adding an estimated $158M. The largest seller was Capital International Investors, cutting an estimated $344M.

  • 792 institutional investors held Public Storage (PSA) as of Q4 2020, up from 727 in Q3 2020.
  • Funds reported $31.9B of Public Storage stock for Q4 2020, up 1.7% quarter-over-quarter.
  • 125 funds opened new Public Storage positions in Q4 2020 and 49 closed out, a net change of +76 holders.
  • The largest Public Storage buyer in Q4 2020 was Canada Pension Plan Investment Board, an estimated $158M added.
  • The largest Public Storage seller in Q4 2020 was Capital International Investors, an estimated $344M sold.

Based on aggregated 13F filings for Q4 2020.