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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
Simplex Trading
751
Simplex Trading
Illinois
-$566K -2,642 Closed
Jacobs Levy Equity Management
752
Jacobs Levy Equity Management
New Jersey
-$552K -2,594 Closed
AGM
753
Alpine Global Management
New York
-$506K -2,377 Closed
MME
754
Meag Munich Ergo
Germany
-$481K -2,276 Closed
BFG
755
Beacon Financial Group
Texas
-$439K -2,061 Closed
1WA
756
180 Wealth Advisors
Washington
-$431K -1,976 Closed
TSS
757
Two Sigma Securities
New York
-$416K -1,943 Closed
AG
758
AlphaSimPlex Group
Massachusetts
-$371K -1,741 Closed
PL
759
Perpetual Ltd
Australia
-$361K -1,698 Closed
OI
760
Oakbrook Investments
Illinois
-$349K -1,639 Closed
AC
761
AlphaCore Capital
California
-$334K -1,568 Closed
HAS
762
HBW Advisory Services
California
-$322K -1,506 Closed
IIM
763
Ipswich Investment Management
Massachusetts
-$317K -1,491 Closed
CG
764
Cutler Group
California
-$316K -1,475 Closed
Coatue Management
765
Coatue Management
New York
-$312K -1,467 Closed
SLG
766
Stanley-Laman Group
Pennsylvania
-$279K -1,310 Closed
PRC
767
Pearl River Capital
Michigan
-$270K -1,270 Closed
QT
768
Quantamental Technologies
New York
-$270K -1,270 Closed
ACM
769
Advisors Capital Management
New Jersey
-$258K -1,211 Closed
TFA
770
Teamwork Financial Advisors
Texas
-$253K -1,186 Closed
WA
771
WESPAC Advisors
California
-$236K -1,107 Closed
WAM
772
Weiss Asset Management
Massachusetts
-$234K -1,098 Closed
Diamond Hill Capital Management
773
Diamond Hill Capital Management
Ohio
-$231K -1,086 Closed
HAG
774
HighPoint Advisor Group
Illinois
-$238K -1,073 Closed
FP
775
Fiduciary Planning
Florida
-$237K -1,057 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.