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LSI

Life Storage, Inc.

Delisted

LSI was delisted on the 19th of July, 2023.

450 hedge funds and large institutions have $10.6B invested in Life Storage, Inc. in 2023 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 154 increasing their positions, 148 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 515 (+10)

38% more capital invested

Capital invested by funds: $7.68B → $10.6B (+$2.93B)

35% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 66

3% more funds holding

Funds holding: 435450 (+15)

4% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 148

13% less call options, than puts

Call options by funds: $241M | Put options by funds: $278M

Holders
450
Holders Change
+15
Holders Change %
+3.45%
% of All Funds
7.17%
Holding in Top 10
15
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+200%
% of All Funds
0.24%
New
89
Increased
154
Reduced
148
Closed
66
Calls
$241M
Puts
$278M
Net Calls
-$36.7M
Net Calls Change
-$36.6M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
301
Tower Research Capital (TRC)
New York
$520K -$611K -5,283 -57%
EGM
302
Engineers Gate Manager
New York
$494K -$1.48M -12,816 -77%
CS
303
Capital Square
Tennessee
$488K +$83.4K +721 +27%
DCM
304
Delta Capital Management
New Jersey
$480K
RJFSA
305
Raymond James Financial Services Advisors
Florida
$473K -$31K -268 -7%
BCI
306
Brinker Capital Investments
Pennsylvania
$464K -$6.94K -60 -2%
OPS
307
Orion Portfolio Solutions
Nebraska
$464K +$409K +3,536 New
MML Investors Services
308
MML Investors Services
Massachusetts
$459K -$208K -1,794 -34%
SC
309
Sagefield Capital
Texas
$459K +$405K +3,500 New
JMPWA
310
JP Morgan Private Wealth Advisors
California
$455K -$70.6K -610 -15%
SWM
311
Spire Wealth Management
Virginia
$454K +$305K +2,637 +318%
SAM
312
Shell Asset Management
Netherlands
$449K -$1.39K -12 -0.3%
Group One Trading
313
Group One Trading
Illinois
$445K +$392K +3,391 New
LFAS
314
Level Four Advisory Services
Texas
$433K +$110K +950 +40%
HPG
315
Harvest Portfolios Group
Ontario, Canada
$426K +$10.2K +88 +3%
HVIA
316
Hudson Valley Investment Advisors
New York
$420K
SIC
317
Sterling Investment Counsel
New York
$410K -$8.68K -75 -2%
CAMG
318
CWA Asset Management Group
Florida
$405K
AACA
319
American Assets Capital Advisers
California
$402K -$16.6M -143,367 -98%
HGERS
320
Householder Group Estate & Retirement Specialist
Arizona
$401K +$4.16K +36 +1%
Creative Planning
321
Creative Planning
Kansas
$399K +$72.2K +624 +26%
CA
322
Cetera Advisors
Colorado
$398K +$4.4K +38 +1%
MCG
323
McCollum Christoferson Group
New York
$393K
VI
324
Versor Investments
New York
$391K -$1.67M -14,475 -83%
PA
325
Profund Advisors
Maryland
$390K -$125K -1,080 -27%

LSI Hedge Fund Activity: Q1 2023 in Review

450 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Life Storage, Inc. (LSI) for Q1 2023, worth a combined $10.6B — up 38% from $7.68B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new LSI positions and 66 closed out — a net gain of 23 holders — while 154 added to existing stakes and 148 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $240M. The largest seller was Wellington Management Group, cutting an estimated $208M.

  • 450 institutional investors held Life Storage, Inc. (LSI) as of Q1 2023, up from 435 in Q4 2022.
  • Funds reported $10.6B of Life Storage, Inc. stock for Q1 2023, up 38% quarter-over-quarter.
  • 89 funds opened new Life Storage, Inc. positions in Q1 2023 and 66 closed out, a net change of +23 holders.
  • The largest Life Storage, Inc. buyer in Q1 2023 was T. Rowe Price Associates, an estimated $240M added.
  • The largest Life Storage, Inc. seller in Q1 2023 was Wellington Management Group, an estimated $208M sold.

Based on aggregated 13F filings for Q1 2023.