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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
JWM
401
Janiczek Wealth Management
Colorado
$9.31K -$1.33K -10 -13%
TC
402
Trium Capital
United Kingdom
$8.56K +$5.15M +38,685 +150%
PFBT
403
Parkside Financial Bank & Trust
Missouri
$7.71K +$798 +6 +12%
PMFA
404
Plante Moran Financial Advisors
Michigan
$7.58K
FMII
405
Farmers & Merchants Investments Inc
Nebraska
$5.05K
GWS
406
Glassman Wealth Services
Virginia
$4.65K
KFI
407
Key Financial Inc
Pennsylvania
$4.39K +$4.39K +33 New
AF
408
Allworth Financial
California
$3.72K -$133 -1 -3%
EARNEST Partners
409
EARNEST Partners
Georgia
$3.59K
IA
410
IFP Advisors
Florida
$3.59K
RTL
411
Red Tortoise LLC
Georgia
$3.59K
HI
412
Harbour Investments
Wisconsin
$3.47K -$532 -4 -13%
CFO
413
CVA Family Office
Colorado
$3.32K
EWA
414
EverSource Wealth Advisors
Alabama
$3.06K
BIA
415
Bell Investment Advisors
California
$2.53K
PWMG
416
Prestige Wealth Management Group
New Jersey
$2.39K
SCA
417
Stonebridge Capital Advisors
Minnesota
$2.39K
Loomis, Sayles & Company
418
Loomis, Sayles & Company
Massachusetts
$2K -$78K -586 -98%
FMP
419
Financial Management Professionals
Texas
$2K
HFS
420
Hantz Financial Services
Michigan
$2K
LFA
421
Level Financial Advisors
New York
$1.74K
BWM
422
Baystate Wealth Management
Massachusetts
$1.67K
CP
423
Castleview Partners
Texas
$1.46K +$532 +4 +57%
LSA
424
Leonteq Securities AG
Switzerland
$1.2K -$2.26K -17 -65%
FHA
425
First Horizon Advisors
Tennessee
$1.06K -$36.3K -273 -97%

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.