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LSI

Life Storage, Inc.

Delisted

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

264 hedge funds and large institutions have $3.46B invested in Life Storage, Inc. in 2017 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 109 increasing their positions, 101 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

8% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 101

5% less funds holding

Funds holding: 279264 (-15)

7% less capital invested

Capital invested by funds: $3.7B → $3.46B (-$244M)

45% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 29

90% less call options, than puts

Call options by funds: $6.23M | Put options by funds: $62M

Holders
264
Holders Change
-15
Holders Change %
-5.38%
% of All Funds
6.58%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
16
Increased
109
Reduced
101
Closed
29
Calls
$6.23M
Puts
$62M
Net Calls
-$55.8M
Net Calls Change
-$3.46M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$538M -$2.72M -52,452 -0.5%
BlackRock
2
BlackRock
New York
$370M +$3.71M +71,387 +1%
SCRM
3
Security Capital Research & Management
Illinois
$218M +$17.2M +332,197 +8%
Goldman Sachs
4
Goldman Sachs
New York
$190M -$6.79M -130,856 -3%
Invesco
5
Invesco
Georgia
$184M +$10.5M +202,149 +6%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$159M +$53.3M +1,027,085 +47%
State Street
7
State Street
Massachusetts
$151M -$866K -16,684 -0.5%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$132M +$84.7M +1,631,538 +156%
LIMS
9
Lasalle Investment Management Securities
Maryland
$132M -$9.56M -184,113 -6%
BC
10
Brookfield Corp
Ontario, Canada
$94.3M +$10.7M +206,523 +12%
Morgan Stanley
11
Morgan Stanley
New York
$87.6M -$5.63M -108,518 -6%
Fisher Asset Management
12
Fisher Asset Management
Washington
$61.7M -$1.41M -27,195 -2%
VFA
13
Virtus Fund Advisers
Connecticut
$58.2M +$9.83M +189,338 +18%
Macquarie Group
14
Macquarie Group
Australia
$52.6M +$43.6M +839,142 +373%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$48.2M +$1.95M +37,504 +4%
Northern Trust
16
Northern Trust
Illinois
$46.7M +$1.46M +28,187 +3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$45.5M +$911K +17,548 +2%
AAMU
18
APG Asset Management US
New York
$45.5M
Charles Schwab
19
Charles Schwab
California
$35M +$4M +77,091 +12%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$33.4M +$1.56M +30,134 +5%
Norges Bank
21
Norges Bank
Norway
$31.8M -$683K -13,147 -2%
ESCM
22
Echo Street Capital Management
New York
$30.7M +$10.4M +199,551 +47%
WRF
23
Waddell & Reed Financial
Kansas
$29.4M
BNP Paribas Asset Management
24
BNP Paribas Asset Management
France
$25.6M +$5.47M +105,247 +25%
VLKIM
25
Van Lanschot Kempen Investment Management
Netherlands
$23.2M +$2.04M +39,225 +9%

LSI Hedge Fund Activity: Q2 2017 in Review

264 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Life Storage, Inc. (LSI) for Q2 2017, worth a combined $3.46B — down 6.6% from $3.7B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of LSI and 16 opened new positions — a net loss of 13 holders — while 101 trimmed existing stakes and 109 added.

The largest buyer was Wellington Management Group, adding an estimated $84.7M. The largest seller was Cohen & Steers, cutting an estimated $41.2M.

  • 264 institutional investors held Life Storage, Inc. (LSI) as of Q2 2017, down from 279 in Q1 2017.
  • Funds reported $3.46B of Life Storage, Inc. stock for Q2 2017, down 6.6% quarter-over-quarter.
  • 16 funds opened new Life Storage, Inc. positions in Q2 2017 and 29 closed out, a net change of -13 holders.
  • The largest Life Storage, Inc. buyer in Q2 2017 was Wellington Management Group, an estimated $84.7M added.
  • The largest Life Storage, Inc. seller in Q2 2017 was Cohen & Steers, an estimated $41.2M sold.

Based on aggregated 13F filings for Q2 2017.