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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
CW
351
CreativeOne Wealth
Kansas
$282K +$249K +2,150 New
KPWS
352
Kestra Private Wealth Services
Texas
$277K -$8.21K -71 -3%
CG
353
Colony Group
Massachusetts
$262K +$231K +1,999 New
IIM
354
INTECH Investment Management
Florida
$259K +$229K +1,977 New
GT
355
Glenview Trust
Kentucky
$257K +$226K +1,957 New
FMTC
356
Farmers & Merchants Trust Company
California
$256K +$226K +1,950 New
ECM
357
ExodusPoint Capital Management
New York
$248K -$2.79M -24,085 -93%
CCM
358
Coldstream Capital Management
Washington
$247K +$218K +1,883 New
GCWM
359
Graham Capital Wealth Management
District of Columbia
$245K +$21.6K +187 New
SWP
360
Stratos Wealth Partners
Ohio
$244K -$27.8K -240 -11%
NW
361
NewEdge Wealth
Pennsylvania
$244K +$216K +1,863 New
VAS
362
Vestmark Advisory Solutions
Massachusetts
$244K +$216K +1,863 New
WP
363
WealthPLAN Partners
Nebraska
$241K
NP
364
Ninepoint Partners
Ontario, Canada
$237K
PMA
365
Prudent Man Advisors
Illinois
$236K +$208K +1,798 New
CRIG
366
Charter Research & Investment Group
Connecticut
$236K +$208K +1,800 New
SSWM
367
Sheets Smith Wealth Management
North Carolina
$236K +$208K +1,800 New
DCM
368
Dupont Capital Management
Delaware
$234K -$1.19M -10,275 -85%
WSTAM
369
Wilbanks Smith & Thomas Asset Management
Virginia
$229K +$202K +1,750 New
GWP
370
Gateway Wealth Partners
Wisconsin
$223K +$197K +1,702 New
TLFA
371
True Link Financial Advisors
California
$223K +$197K +1,700 New
VU
372
Vanderbilt University
Tennessee
$220K -$89.9K -777 -32%
FNWM
373
Financial Network Wealth Management
Utah
$214K +$189K +1,635 New
FCBT
374
First Citizens Bank & Trust
North Carolina
$211K +$186K +1,608 New
Corient Private Wealth
375
Corient Private Wealth
Florida
$208K +$184K +1,590 New

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.