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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
FHA
401
First Horizon Advisors
Tennessee
$36.8K -$8.79K -76 -21%
PA
402
Parallel Advisors
California
$33.9K +$2.54K +22 +9%
BONH
403
Bank of New Hampshire
New Hampshire
$33.4K
BBHC
404
Brown Brothers Harriman & Co
New York
$29.5K
CAL
405
Capital Analysts LLC
Pennsylvania
$29K -$4.28K -37 -14%
CA
406
Clearstead Advisors
Ohio
$20.1K
HCP
407
Hexagon Capital Partners
Arkansas
$18.4K +$3.24K +28 +25%
PTC
408
Private Trust Company
Ohio
$17.2K -$347 -3 -2%
ST
409
Smithfield Trust
Pennsylvania
$17K
MPWT
410
MassMutual Private Wealth & Trust
Connecticut
$16.9K +$6.48K +56 +77%
SS
411
Sunbelt Securities
Texas
$15.6K +$14.1K +122 New
GRP
412
Global Retirement Partners
California
$12.5K +$3.7K +32 +50%
JWM
413
Janiczek Wealth Management
Colorado
$11K
PMFA
414
Plante Moran Financial Advisors
Michigan
$7.47K
AWM
415
Avior Wealth Management
Nebraska
$7.34K +$6.48K +56 New
Bessemer Group
416
Bessemer Group
New Jersey
$7K
PFBT
417
Parkside Financial Bank & Trust
Missouri
$6.82K +$3.35K +29 +126%
CFD
418
Creative Financial Designs
Indiana
$5.9K +$5.21K +45 New
FMII
419
Farmers & Merchants Investments Inc
Nebraska
$4.98K
GWS
420
Glassman Wealth Services
Virginia
$4.59K
TWA
421
TCI Wealth Advisors
Arizona
$4.2K
HI
422
Harbour Investments
Wisconsin
$3.94K
AF
423
Allworth Financial
California
$3.8K +$1.74K +15 +107%
WT
424
Whittier Trust
California
$3.67K
EARNEST Partners
425
EARNEST Partners
Georgia
$3.54K

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.