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Public Storage

683 hedge funds and large institutions have $28.6B invested in Public Storage in 2018 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 223 increasing their positions, 275 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.91% less ownership

Funds ownership: 82.1%81.19% (-0.91%)

2% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 55

2% less call options, than puts

Call options by funds: $64.2M | Put options by funds: $65.7M

1% less funds holding

Funds holding: 692683 (-9)

12% less capital invested

Capital invested by funds: $32.3B → $28.6B (-$3.74B)

19% less repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 275

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

Holders
683
Holders Change
-9
Holders Change %
-1.3%
% of All Funds
15.61%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.21%
New
54
Increased
223
Reduced
275
Closed
55
Calls
$64.2M
Puts
$65.7M
Net Calls
-$1.48M
Net Calls Change
+$303M
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
176
Nisa Investment Advisors
Missouri
$7.26M -$1.34M -6,190 -15%
RIL
177
Rothschild Investment LLC
Illinois
$7.09M +$7.59M +35,145 New
BCIM
178
British Columbia Investment Management
British Columbia, Canada
$6.95M -$4.49M -20,822 -38%
IP
179
Isthmus Partners
Wisconsin
$6.94M +$108K +502 +1%
SLAM
180
Swiss Life Asset Management
$6.93M +$2.68M +12,400 +56%
TPSF
181
Texas Permanent School Fund
Texas
$6.78M -$632K -2,926 -8%
QIM
182
Quantitative Investment Management
Virginia
$6.75M +$7.23M +33,500 New
VanEck Associates
183
VanEck Associates
New York
$6.72M +$344K +1,595 +5%
URS
184
Utah Retirement Systems
Utah
$6.71M +$86.3K +400 +1%
CSIC
185
Clifford Swan Investment Counsel
California
$6.49M
LTFS
186
Ladenburg Thalmann Financial Services
Florida
$6.34M +$456K +2,115 +7%
Bank of Nova Scotia
187
Bank of Nova Scotia
Ontario, Canada
$6.28M +$2.66M +12,325 +65%
FAAS
188
First Allied Advisory Services
California
$6.14M -$6.04K -28 -0.1%
SSWM
189
Sheets Smith Wealth Management
North Carolina
$6.06M +$64.7K +300 +1%
DCM
190
Dupont Capital Management
Delaware
$5.96M -$652K -3,019 -9%
MAM
191
Martingale Asset Management
Massachusetts
$5.93M -$409K -1,896 -6%
AIL
192
AGF Investments LLC
Ontario, Canada
$5.72M -$145K -672 -2%
Skandinaviska Enskilda Banken (SEB)
193
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.65M -$194K -900 -3%
ERSOT
194
Employees Retirement System of Texas
Texas
$5.58M -$647K -3,000 -10%
XK
195
Xact Kapitalforvaltning
Sweden
$5.55M -$499K -2,314 -8%
BTS
196
BB&T Securities
Virginia
$5.51M +$130K +601 +2%
Public Employees Retirement Association of Colorado
197
Public Employees Retirement Association of Colorado
Colorado
$5.47M -$5.83K -27 -0.1%
Commonwealth Equity Services
198
Commonwealth Equity Services
Massachusetts
$5.46M +$210K +973 +4%
DekaBank Deutsche Girozentrale
199
DekaBank Deutsche Girozentrale
Germany
$5.45M -$192K -889 -3%
NMIMC
200
Northwestern Mutual Investment Management Company
Wisconsin
$5.29M -$533K -2,471 -9%

PSA Hedge Fund Activity: Q3 2018 in Review

683 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q3 2018, worth a combined $28.6B — down 12% from $32.3B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of PSA and 54 opened new positions — a net loss of 1 holder — while 275 trimmed existing stakes and 223 added.

The largest buyer was Jupiter Investment Management, adding an estimated $146M. The largest seller was Capital World Investors, cutting an estimated $240M.

  • 683 institutional investors held Public Storage (PSA) as of Q3 2018, down from 692 in Q2 2018.
  • Funds reported $28.6B of Public Storage stock for Q3 2018, down 12% quarter-over-quarter.
  • 54 funds opened new Public Storage positions in Q3 2018 and 55 closed out, a net change of -1 holder.
  • The largest Public Storage buyer in Q3 2018 was Jupiter Investment Management, an estimated $146M added.
  • The largest Public Storage seller in Q3 2018 was Capital World Investors, an estimated $240M sold.

Based on aggregated 13F filings for Q3 2018.