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LSI

Life Storage, Inc.

Delisted

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

434 hedge funds and large institutions have $10.5B invested in Life Storage, Inc. in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 118 increasing their positions, 183 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 1520 (+5)

20% more call options, than puts

Call options by funds: $4.51M | Put options by funds: $3.75M

1% less capital invested

Capital invested by funds: $10.6B → $10.5B (-$126M)

4% less funds holding

Funds holding: 450434 (-16)

18% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 71

36% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 183

Holders
434
Holders Change
-16
Holders Change %
-3.56%
% of All Funds
6.81%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.31%
New
58
Increased
118
Reduced
183
Closed
71
Calls
$4.51M
Puts
$3.75M
Net Calls
+$765K
Net Calls Change
+$37.5M
Name Holding Trade Value Shares
Change
Change in
Stake
API
326
Advisor Partners II
California
$323K +$30.6K +230 +10%
CIBC Asset Management
327
CIBC Asset Management
Ontario, Canada
$322K
LFAS
328
Level Four Advisory Services
Texas
$321K -$119K -892 -27%
WCM
329
Windham Capital Management
Massachusetts
$319K
HEIP
330
Hudson Edge Investment Partners
New Jersey
$319K -$418K -3,140 -57%
SWP
331
Stratos Wealth Partners
Ohio
$315K +$66.9K +503 +27%
NA
332
NewEdge Advisors
Louisiana
$314K -$266 -2 -0.1%
Fifth Third Bancorp
333
Fifth Third Bancorp
Ohio
$303K -$27.8K -209 -8%
Bank of Nova Scotia
334
Bank of Nova Scotia
Ontario, Canada
$300K -$5.05K -38 -2%
GWM
335
Geneos Wealth Management
Colorado
$299K
FG
336
Fiduciary Group
Georgia
$299K
MML Investors Services
337
MML Investors Services
Massachusetts
$290K -$176K -1,321 -38%
KPWS
338
Kestra Private Wealth Services
Texas
$281K +$532 +4 +0.2%
CAG
339
Curtis Advisory Group
California
$277K -$52.3K -393 -16%
VU
340
Vanderbilt University
Tennessee
$269K +$45.5K +342 +20%
CCM
341
Coldstream Capital Management
Washington
$268K +$17.7K +133 +7%
CG
342
Colony Group
Massachusetts
$268K +$1.86K +14 +0.7%
Cetera Investment Advisers
343
Cetera Investment Advisers
Illinois
$267K -$306K -2,299 -53%
PFO
344
Pathstone Family Office
New Jersey
$261K +$275K +2,064 New
FMTC
345
Farmers & Merchants Trust Company
California
$259K
FLPIM
346
F.L. Putnam Investment Management
Massachusetts
$254K -$10.1M -76,052 -98%
PAG
347
Private Advisor Group
New Jersey
$253K -$2.89M -21,732 -92%
GT
348
Glenview Trust
Kentucky
$253K -$7.58K -57 -3%
AWA
349
Arkadios Wealth Advisors
Georgia
$251K -$38.3K -288 -13%
NW
350
NewEdge Wealth
Pennsylvania
$245K -$3.19K -24 -1%

LSI Hedge Fund Activity: Q2 2023 in Review

434 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Life Storage, Inc. (LSI) for Q2 2023, worth a combined $10.5B — down 1.2% from $10.6B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of LSI and 58 opened new positions — a net loss of 13 holders — while 183 trimmed existing stakes and 118 added.

The largest buyer was HBK Investments, opening a new position worth an estimated $146M. The largest seller was TOMS Capital Investment Management, exiting entirely with an estimated $152M sold.

  • 434 institutional investors held Life Storage, Inc. (LSI) as of Q2 2023, down from 450 in Q1 2023.
  • Funds reported $10.5B of Life Storage, Inc. stock for Q2 2023, down 1.2% quarter-over-quarter.
  • 58 funds opened new Life Storage, Inc. positions in Q2 2023 and 71 closed out, a net change of -13 holders.
  • The largest Life Storage, Inc. buyer in Q2 2023 was HBK Investments, an estimated $146M added.
  • The largest Life Storage, Inc. seller in Q2 2023 was TOMS Capital Investment Management, an estimated $152M sold.

Based on aggregated 13F filings for Q2 2023.