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SELF

Global Self Storage

45 hedge funds and large institutions have $16.1M invested in Global Self Storage in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

60% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 10

13% more funds holding

Funds holding: 4045 (+5)

2.73% less ownership

Funds ownership: 32.83%30.1% (-2.7%)

24% less capital invested

Capital invested by funds: $21M → $16.1M (-$4.96M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
45
Holders Change
+5
Holders Change %
+12.5%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
16
Reduced
10
Closed
5
Calls
$5K
Puts
Net Calls
+$5K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$76.1K -$17.6K -3,433 -18%
JIR
27
James Investment Research
Ohio
$76K +$15.9K +3,100 +25%
ASN
28
Advisory Services Network
Georgia
$74.3K -$1.44K -280 -2%
BWP
29
Balboa Wealth Partners
Arizona
$61.4K -$32.4K -6,318 -33%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$60.1K +$63.1K +12,312 New
Millennium Management
31
Millennium Management
New York
$54K -$51.6K -10,080 -47%
HIM
32
Hillsdale Investment Management
Ontario, Canada
$51.4K +$53.9K +10,529 New
Osaic Holdings
33
Osaic Holdings
Arizona
$48K -$888K -173,260 -95%
LSV Asset Management
34
LSV Asset Management
Illinois
$43K +$45.6K +8,900 New
Nisa Investment Advisors
35
Nisa Investment Advisors
Missouri
$16K
UBS Group
36
UBS Group
Switzerland
$15.1K +$15.9K +3,102 New
Wells Fargo
37
Wells Fargo
California
$15K -$92.4K -18,029 -85%
Simplex Trading
38
Simplex Trading
Illinois
$15K +$16K +3,118 New
TRCT
39
Tower Research Capital (TRC)
New York
$4K +$2.06K +401 +104%
AF
40
Advisornet Financial
Minnesota
$3.6K
C
41
Covestor
United Kingdom
$3K +$1.59K +311 +99%
Bank of America
42
Bank of America
North Carolina
$542 +$569 +111 New
S
43
SignatureFD
Georgia
$254 +$5 +1 +2%
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$243
Fidelity Investments
45
Fidelity Investments
Massachusetts
$5 +$5 +1 New
EI
46
EAM Investors
California
-$1.08M -184,658 Closed
AWM
47
Axxcess Wealth Management
California
-$74K -12,587 Closed
RWM
48
Ritholtz Wealth Management
New York
-$72K -12,334 Closed
BBHC
49
Brown Brothers Harriman & Co
New York
-$64K -10,926 Closed
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
-$1.25K -213 Closed

SELF Hedge Fund Activity: Q4 2022 in Review

45 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Global Self Storage (SELF) for Q4 2022, worth a combined $16.1M — down 24% from $21M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SELF positions and 5 closed out — a net gain of 5 holders — while 16 added to existing stakes and 10 trimmed.

The largest buyer was Burgundy Asset Management, adding an estimated $583K. The largest seller was EAM Investors, exiting entirely with an estimated $1.08M sold.

  • 45 institutional investors held Global Self Storage (SELF) as of Q4 2022, up from 40 in Q3 2022.
  • Funds reported $16.1M of Global Self Storage stock for Q4 2022, down 24% quarter-over-quarter.
  • 10 funds opened new Global Self Storage positions in Q4 2022 and 5 closed out, a net change of +5 holders.
  • The largest Global Self Storage buyer in Q4 2022 was Burgundy Asset Management, an estimated $583K added.
  • The largest Global Self Storage seller in Q4 2022 was EAM Investors, an estimated $1.08M sold.

Based on aggregated 13F filings for Q4 2022.