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Public Storage

677 hedge funds and large institutions have $28.6B invested in Public Storage in 2018 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 241 increasing their positions, 253 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 76

1% more funds holding

Funds holding: 673677 (+4)

0.29% more ownership

Funds ownership: 81.77%82.06% (+0.29%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

4% less capital invested

Capital invested by funds: $29.7B → $28.6B (-$1.1B)

5% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 253

48% less call options, than puts

Call options by funds: $83.5M | Put options by funds: $161M

Holders
677
Holders Change
+4
Holders Change %
+0.59%
% of All Funds
15.52%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
83
Increased
241
Reduced
253
Closed
76
Calls
$83.5M
Puts
$161M
Net Calls
-$77.2M
Net Calls Change
-$63.2M
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
176
Dupont Capital Management
Delaware
$6.4M +$426K +2,189 +7%
AIL
177
AGF Investments LLC
Ontario, Canada
$6.31M -$1.17M -6,028 -16%
FAAS
178
First Allied Advisory Services
California
$6.31M +$5.52M +28,335 +994%
SSWM
179
Sheets Smith Wealth Management
North Carolina
$5.9M +$5.73M +29,435 New
LTFS
180
Ladenburg Thalmann Financial Services
Florida
$5.89M -$84.6K -434 -1%
XK
181
Xact Kapitalforvaltning
Sweden
$5.8M +$270K +1,387 +5%
AAF
182
Andra AP-fonden
Sweden
$5.55M -$7.26M -37,272 -57%
SI
183
Stephens Inc
Arkansas
$5.54M +$549K +2,820 +11%
KeyBank National Association
184
KeyBank National Association
Ohio
$5.53M -$3.83M -19,648 -42%
Public Employees Retirement Association of Colorado
185
Public Employees Retirement Association of Colorado
Colorado
$5.47M -$297K -1,525 -5%
NMIMC
186
Northwestern Mutual Investment Management Company
Wisconsin
$5.46M -$1.27M -6,535 -19%
MAM
187
Martingale Asset Management
Massachusetts
$5.46M +$5.31M +27,269 New
Axa
188
Axa
France
$5.37M +$426K +2,186 +9%
CBOA
189
Commonwealth Bank of Australia
Australia
$5.23M -$660K -3,386 -11%
CM
190
Columbus Macro
Pennsylvania
$5.19M +$5.05M +25,914 New
PNC Financial Services Group
191
PNC Financial Services Group
Pennsylvania
$5.16M -$640K -3,286 -11%
BTS
192
BB&T Securities
Virginia
$5.11M +$1.27M +6,514 +34%
SG Americas Securities
193
SG Americas Securities
New York
$5.02M -$732K -3,759 -13%
ERSOT
194
Employees Retirement System of Texas
Texas
$4.95M -$974K -5,000 -17%
MSV
195
MN Services Vermogensbeheer
Netherlands
$4.93M +$58.4K +300 +1%
Commonwealth Equity Services
196
Commonwealth Equity Services
Massachusetts
$4.91M +$46K +236 +1%
Fifth Third Bancorp
197
Fifth Third Bancorp
Ohio
$4.76M +$8.38K +43 +0.2%
Los Angeles Capital Management
198
Los Angeles Capital Management
California
$4.75M -$2.2M -11,305 -32%
Treasurer of the State of North Carolina
199
Treasurer of the State of North Carolina
North Carolina
$4.6M +$4.47M +22,959 New
EIM
200
ExxonMobil Investment Management
Texas
$4.6M -$168K -862 -4%

PSA Hedge Fund Activity: Q1 2018 in Review

677 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q1 2018, worth a combined $28.6B — down 3.7% from $29.7B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new PSA positions and 76 closed out — a net gain of 7 holders — while 241 added to existing stakes and 253 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $202M. The largest seller was Vanguard Group, cutting an estimated $250M.

  • 677 institutional investors held Public Storage (PSA) as of Q1 2018, up from 673 in Q4 2017.
  • Funds reported $28.6B of Public Storage stock for Q1 2018, down 3.7% quarter-over-quarter.
  • 83 funds opened new Public Storage positions in Q1 2018 and 76 closed out, a net change of +7 holders.
  • The largest Public Storage buyer in Q1 2018 was Fidelity Investments, an estimated $202M added.
  • The largest Public Storage seller in Q1 2018 was Vanguard Group, an estimated $250M sold.

Based on aggregated 13F filings for Q1 2018.