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Public Storage

719 hedge funds and large institutions have $26.8B invested in Public Storage in 2020 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 255 increasing their positions, 258 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 82

0% less funds holding

Funds holding: 722719 (-3)

1% less repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 258

5% less capital invested

Capital invested by funds: $28.2B → $26.8B (-$1.39B)

1.17% less ownership

Funds ownership: 81.36%80.19% (-1.2%)

32% less call options, than puts

Call options by funds: $75.3M | Put options by funds: $111M

38% less funds holding in top 10

Funds holding in top 10: 1610 (-6)

Holders
719
Holders Change
-3
Holders Change %
-0.42%
% of All Funds
14.74%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.21%
New
85
Increased
255
Reduced
258
Closed
82
Calls
$75.3M
Puts
$111M
Net Calls
-$35.9M
Net Calls Change
+$67.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SOMRS
176
State of Michigan Retirement System
Michigan
$7.37M +$757K +3,923 +11%
TAM
177
Third Avenue Management
New York
$7.34M -$12.2M -63,263 -62%
DILIC
178
Dai-ichi Life Insurance Company
Japan
$7.3M +$484K +2,507 +7%
Envestnet Asset Management
179
Envestnet Asset Management
Illinois
$7.26M +$655K +3,394 +10%
ASRS
180
Arizona State Retirement System
Arizona
$7.09M +$1.67M +8,679 +31%
Mackenzie Financial
181
Mackenzie Financial
Ontario, Canada
$7.09M -$292K -1,516 -4%
Rafferty Asset Management
182
Rafferty Asset Management
New York
$7.01M +$5.78M +29,962 +455%
Nordea Investment Management
183
Nordea Investment Management
Sweden
$7M +$3.59M +18,631 +104%
EWM
184
Edge Wealth Management
New York
$6.95M -$163K -844 -2%
TG
185
TCW Group
California
$6.9M +$1.09M +5,668 +19%
Axa
186
Axa
France
$6.88M -$4.32M -22,388 -38%
IP
187
Isthmus Partners
Wisconsin
$6.87M +$99.4K +515 +1%
Susquehanna International Group
188
Susquehanna International Group
Pennsylvania
$6.67M +$5.75M +29,794 +599%
RIL
189
Rothschild Investment LLC
Illinois
$6.65M -$9.65K -50 -0.1%
Squarepoint
190
Squarepoint
New York
$6.59M +$5.71M +29,595 +623%
URS
191
Utah Retirement Systems
Utah
$6.55M +$57.9K +300 +0.9%
SAM
192
Sompo Asset Management
Japan
$6.01M -$949K -4,920 -14%
GG
193
Gofen & Glossberg
Illinois
$6M -$29.3K -152 -0.5%
X
194
Xponance
Pennsylvania
$5.99M +$6.03M +31,231 New
State of Tennessee, Department of Treasury
195
State of Tennessee, Department of Treasury
Tennessee
$5.93M -$852K -4,414 -12%
SSWM
196
Sheets Smith Wealth Management
North Carolina
$5.92M
QIM
197
Quantitative Investment Management
Virginia
$5.84M +$1.41M +7,309 +32%
Truist Financial
198
Truist Financial
North Carolina
$5.81M -$5.16M -26,728 -47%
Calamos Advisors
199
Calamos Advisors
Illinois
$5.76M -$370K -1,920 -6%
MSL
200
Mackay Shields LLC
New York
$5.7M -$2.99M -15,472 -34%

PSA Hedge Fund Activity: Q2 2020 in Review

719 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q2 2020, worth a combined $26.8B — down 4.9% from $28.2B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new PSA positions and 82 closed out — a net gain of 3 holders — while 255 added to existing stakes and 258 trimmed.

The largest buyer was Capital International Investors, adding an estimated $398M. The largest seller was Victory Capital Management, cutting an estimated $237M.

  • 719 institutional investors held Public Storage (PSA) as of Q2 2020, down from 722 in Q1 2020.
  • Funds reported $26.8B of Public Storage stock for Q2 2020, down 4.9% quarter-over-quarter.
  • 85 funds opened new Public Storage positions in Q2 2020 and 82 closed out, a net change of +3 holders.
  • The largest Public Storage buyer in Q2 2020 was Capital International Investors, an estimated $398M added.
  • The largest Public Storage seller in Q2 2020 was Victory Capital Management, an estimated $237M sold.

Based on aggregated 13F filings for Q2 2020.