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Public Storage
PSA

Overview Fund Activity

966 hedge funds and large institutions have $51.4B invested in Public Storage in 2021 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 340 increasing their positions, 277 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
966
Holders Change
+91
Holders Change %
+10.4%
% of All Funds
14.92%
Holding in Top 10
22
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+46.67%
% of All Funds
0.34%
New
168
Increased
340
Reduced
277
Closed
61
Calls
$138M
Puts
$127M
Net Calls
+$11.7M
Net Calls Change
-$27.2M

Top Buyers

1
State Street
State Street
Massachusetts
+$228M
2
BlackRock
BlackRock
New York
+$171M
3
Northern Trust
Northern Trust
Illinois
+$161M
4
CIM
Centersquare Investment Management
Pennsylvania
+$111M
5
Ameriprise
Ameriprise
Minnesota
+$104M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$300M
2
Wells Fargo
Wells Fargo
California
-$178M
3
EIM
Elliott Investment Management
Florida
-$171M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$105M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMTC
751
Farmers & Merchants Trust Company
California
$248K +$248K +662 New
DI
752
DFPG Investments
Utah
$247K +$247K +702 New
HH
753
Hilltop Holdings
Texas
$245K +$245K +652 New
HPIA
754
Hamilton Point Investment Advisors
North Carolina
$245K +$245K +655 New
CT
755
Clearstead Trust
Maine
$243K – – –
VNA
756
Valley National Advisers
Pennsylvania
$241K – – –
National Bank of Canada
757
National Bank of Canada
Quebec, Canada
$241K +$241K +643 New
IA
758
IFP Advisors
Florida
$240K -$2.65K -7 -1%
FF
759
FourThought Financial
Florida
$240K +$42.8K +114 +22%
IA
760
Inspire Advisors
Idaho
$240K +$240K +641 New
JWCA
761
J.W. Coons Advisors
Ohio
$240K +$240K +646 New
QT
762
Quantamental Technologies
New York
$239K -$553K -1,476 -70%
WR
763
WD Rutherford
Oregon
$239K – – –
CCMG
764
Clark Capital Management Group
Pennsylvania
$239K +$239K +637 New
CFFP
765
Center for Financial Planning
Michigan
$238K – – –
CPIG
766
Chicago Partners Investment Group
Illinois
$235K +$1.07K +3 +0.5%
CWM
767
Chesapeake Wealth Management
Virginia
$235K +$235K +628 New
SFI
768
SPC Financial Inc
Maryland
$234K +$234K +625 New
GC
769
Grimes & Company
Massachusetts
$233K +$233K +622 New
MBT
770
Montecito Bank & Trust
California
$231K +$231K +617 New
WT
771
Washington Trust
Rhode Island
$230K – – –
TNBTD
772
Trustmark National Bank Trust Department
Mississippi
$228K +$228K +609 New
CSIA
773
Carl Stuart Investment Advisor
Texas
$228K +$228K +609 New
DAM
774
Doheny Asset Management
California
$228K +$228K +610 New
BCM
775
Brown Capital Management
Maryland
$226K +$226K +604 New
29 30
31
32 33