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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
SLAM
201
Swiss Life Asset Management
$4.59M +$347K +1,783 +8%
PIA
202
Piedmont Investment Advisors
North Carolina
$4.55M -$1.97M -10,107 -31%
NAM
203
Nissay Asset Management
Japan
$4.51M +$152K +782 +4%
AWCI
204
Alpine Woods Capital Investors
New York
$4.42M -$351K -1,800 -8%
AB
205
Amalgamated Bank
New York
$4.35M +$414K +2,125 +11%
DnB Asset Management
206
DnB Asset Management
Norway
$4.35M +$312K +1,600 +8%
PDN
207
Pensionfund DSM Netherlands
Netherlands
$4.22M
MSA
208
Mason Street Advisors
Wisconsin
$4.18M +$4.09K +21 +0.1%
AAM
209
Advisors Asset Management
Colorado
$4.12M -$1.09M -5,605 -21%
Lazard Asset Management
210
Lazard Asset Management
New York
$4.12M -$220K -1,130 -5%
1832 Asset Management
211
1832 Asset Management
Ontario, Canada
$4.09M +$662K +3,400 +20%
FPTW
212
Franklin, Parlapiano, Turner & Welch
Texas
$4.04M +$96K +493 +3%
SGAM
213
Smith Group Asset Management
Texas
$4.04M -$66.8K -343 -2%
ECM
214
EII Capital Management
New York
$4.01M -$60.8K -312 -2%
Bank of Nova Scotia
215
Bank of Nova Scotia
Ontario, Canada
$3.97M -$854K -4,385 -17%
First Manhattan
216
First Manhattan
New York
$3.96M +$351K +1,800 +10%
CWM
217
CIBC World Markets
New York
$3.89M -$3.17M -16,251 -46%
MOACM
218
Mutual of America Capital Management
New York
$3.84M +$28.4K +146 +0.8%
Skandinaviska Enskilda Banken (SEB)
219
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.82M -$1.85M -9,491 -33%
FMT
220
First Mercantile Trust
Tennessee
$3.79M +$3.69M +18,924 New
HighTower Advisors
221
HighTower Advisors
Illinois
$3.78M +$341K +1,750 +10%
OTPPB
222
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.74M -$4.45M -22,840 -55%
BF
223
BOK Financial
Oklahoma
$3.65M +$846K +4,344 +31%
APSI
224
Asset Planning Services Inc
Louisiana
$3.6M -$77.9K -400 -2%
D.E. Shaw & Co
225
D.E. Shaw & Co
New York
$3.56M +$1.23M +6,323 +55%

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.