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Public Storage
PSA

Overview Fund Activity

875 hedge funds and large institutions have $40.8B invested in Public Storage in 2021 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 305 increasing their positions, 274 reducing their positions, and 45 closing their positions.

Holders
875
Holders Change
+48
Holders Change %
+5.8%
% of All Funds
15.37%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.26%
New
104
Increased
305
Reduced
274
Closed
45
Calls
$91.7M
Puts
$52.7M
Net Calls
+$38.9M
Net Calls Change
+$24.5M

Top Buyers

1
CIM
1
Centersquare Investment Management
Pennsylvania
$275M
2
ZP
2
Zimmer Partners
New York
$100M
3
Citadel Advisors
3
Citadel Advisors
Florida
$77.8M
4
Man Group
4
Man Group
United Kingdom
$140M
5
PI
5
PGGM Investments
Netherlands
$118M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.42B
2
Bank of America
2
Bank of America
North Carolina
$353M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$802M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$366M
5
RC
5
Resolution Capital
Australia
$220M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPCM
826
Kings Point Capital Management
New York
$12K – – –
HIA
827
Harbor Investment Advisory
Maryland
$12K – – –
PWA
828
Phoenix Wealth Advisors
North Carolina
$12K – – –
MPWT
829
MassMutual Private Wealth & Trust
Connecticut
$12K – – –
IRC
830
Investors Research Corp
Georgia
$12K – – –
MCM
831
MV Capital Management
Maryland
$12K +$3K +10 +33%
FPS
832
Fieldpoint Private Securities
Connecticut
$12K +$10.5K +36 +720%
SCA
833
Stonebridge Capital Advisors
Minnesota
$12K +$12K +42 New
CFN
834
Cordasco Financial Network
Florida
$11K – – –
RA
835
Resolute Advisors
California
$11K – – –
TAIM
836
TD Ameritrade Investment Management
Nebraska
$10K -$83K -365 -89%
HR
837
Howe & Rusling
New York
$10K -$3.14K -11 -24%
HWMA
838
Heritage Wealth Management (Arizona)
Arizona
$10K – – –
BWA
839
BDO Wealth Advisors
Florida
$10K – – –
MAWCM
840
Mine & Arao Wealth Creation & Management
California
$10K – – –
SWA
841
Sutton Wealth Advisors
Florida
$9.21K -$2.97K -10 -24%
RA
842
Rational Advisors
New York
$9K +$9K +31 New
EBA
843
Eagle Bay Advisors
New York
$8K -$10K -35 -56%
SJIM
844
St. Johns Investment Management
Florida
$8K – – –
JFA
845
JNBA Financial Advisors
Minnesota
$8K – – –
SFPG
846
Stonebridge Financial Planning Group
Florida
$8K – – –
HWM
847
Holloway Wealth Management
Florida
$7K -$7K – –
CAM
848
ClariVest Asset Management
California
$7K – – –
HC
849
Hoese & Co
Minnesota
$7K – – –
APWA
850
Atlas Private Wealth Advisors
New Jersey
$6K – – –
32 33
34
35 36