Public Storage
756 hedge funds and large institutions have $29.6B invested in Public Storage in 2019 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 272 increasing their positions, 250 reducing their positions, and 78 closing their positions.
84% more call options, than puts
Call options by funds: $289M | Put options by funds: $157M
37% more first-time investments, than exits
New positions opened: 107 | Existing positions closed: 78
2% more funds holding
Funds holding: 739 → 756 (+17)
9% more repeat investments, than reductions
Existing positions increased: 272 | Existing positions reduced: 250
0.97% less ownership
Funds ownership: 80.53% → 79.56% (-0.97%)
14% less capital invested
Capital invested by funds: $34.5B → $29.6B (-$4.89B)
42% less funds holding in top 10
Funds holding in top 10: 12 → 7 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$247M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$129M |
| 3 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
+$70M |
| 4 |
Barclays
London,
United Kingdom
|
+$69.4M |
| 5 |
Man Group
London,
United Kingdom
|
+$69.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$418M |
| 2 |
State Street
Boston,
Massachusetts
|
-$142M |
| 3 |
Goldman Sachs
New York
|
-$125M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$123M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$106M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SB
826
Strategic Blueprint
Atlanta,
Georgia
| – | -$7K | -27 | Closed |
|
|
ACA
827
Atlas Capital Advisors
Jackson,
Wyoming
| – | -$5.39K | -22 | Closed |
|
|
GWAG
828
Garrett Wealth Advisory Group
Weatherford,
Texas
| – | -$3.92K | -16 | Closed |
|
|
CBT
829
Capital Bank & Trust
Irvine,
California
| – | -$2K | -10 | Closed |
|
|
AA
830
Advisory Alpha
Holland,
Michigan
| – | -$2.23K | -9 | Closed |
|
|
CAGAS
831
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| – | -$1K | -6 | Closed |
|
|
LWM
832
Liberty Wealth Management
Oakland,
California
| – | -$1K | -3 | Closed |
|
833
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| – | +$222 | +1 | New |
|
|
LWA
834
Lenox Wealth Advisors
New York
| – | +$444 | +2 | New |
|
PSA Hedge Fund Activity: Q4 2019 in Review
756 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q4 2019, worth a combined $29.6B — down 14% from $34.5B a quarter earlier.
Buyers outnumbered sellers: 107 funds opened new PSA positions and 78 closed out — a net gain of 29 holders — while 272 added to existing stakes and 250 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $247M. The largest seller was T. Rowe Price Associates, cutting an estimated $418M.
- 756 institutional investors held Public Storage (PSA) as of Q4 2019, up from 739 in Q3 2019.
- Funds reported $29.6B of Public Storage stock for Q4 2019, down 14% quarter-over-quarter.
- 107 funds opened new Public Storage positions in Q4 2019 and 78 closed out, a net change of +29 holders.
- The largest Public Storage buyer in Q4 2019 was Cohen & Steers, an estimated $247M added.
- The largest Public Storage seller in Q4 2019 was T. Rowe Price Associates, an estimated $418M sold.
Based on aggregated 13F filings for Q4 2019.