Global Self Storage
SELF
27 hedge funds and large institutions have $8.66M invested in Global Self Storage in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 3 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
43% more capital invested
Capital invested by funds: $6.04M → $8.66M (+$2.62M)
6.99% more ownership
Funds ownership: 16.1% → 23.08% (+7%)
0% more funds holding
Funds holding: 27 → 27 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BA
Bard Associates
Chicago,
Illinois
|
+$2.51M |
| 2 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
+$65.8K |
| 3 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$44.2K |
| 4 |
Renaissance Technologies
New York
|
+$37.9K |
| 5 |
BlackRock
New York
|
+$14.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$48K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$6K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.08K |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$2K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$434 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
26
Arrow Financial
Glens Falls,
New York
| $4K | +$4.02K | +1,000 | New |
|
|
AF
27
Advisornet Financial
Minnetonka,
Minnesota
| $3K | – | – | – |
|
|
KPWS
28
Kestra Private Wealth Services
Austin,
Texas
| – | -$48K | -11,914 | Closed |
|
|
29
UBS Group
Zurich,
Switzerland
| – | -$6K | -1,413 | Closed |
|
SELF Hedge Fund Activity: Q4 2020 in Review
27 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Global Self Storage (SELF) for Q4 2020, worth a combined $8.66M — up 43% from $6.04M a quarter earlier.
Fund positioning in SELF was balanced in Q4 2020: 3 funds opened new positions, 3 closed out, 6 added to existing stakes and 4 trimmed.
The largest buyer was Bard Associates, opening a new position worth an estimated $2.51M. The largest seller was Kestra Private Wealth Services, exiting entirely with an estimated $48K sold.
- 27 institutional investors held Global Self Storage (SELF) as of Q4 2020, unchanged from Q3 2020.
- Funds reported $8.66M of Global Self Storage stock for Q4 2020, up 43% quarter-over-quarter.
- 3 funds opened new Global Self Storage positions in Q4 2020 and 3 closed out, a net change of 0 holders.
- The largest Global Self Storage buyer in Q4 2020 was Bard Associates, an estimated $2.51M added.
- The largest Global Self Storage seller in Q4 2020 was Kestra Private Wealth Services, an estimated $48K sold.
Based on aggregated 13F filings for Q4 2020.