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SELF

Global Self Storage

43 hedge funds and large institutions have $16.3M invested in Global Self Storage in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

0.33% less ownership

Funds ownership: 29.33%29% (-0.33%)

2% less capital invested

Capital invested by funds: $16.6M → $16.3M (-$296K)

2% less funds holding

Funds holding: 4443 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

75% less call options, than puts

Call options by funds: $2K | Put options by funds: $8K

Holders
43
Holders Change
-1
Holders Change %
-2.27%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
12
Reduced
11
Closed
4
Calls
$2K
Puts
$8K
Net Calls
-$6K
Net Calls Change
-$7K
Name Holding Trade Value Shares
Change
Change in
Stake
Acadian Asset Management
26
Acadian Asset Management
Massachusetts
$82K -$19.7K -3,884 -19%
JIR
27
James Investment Research
Ohio
$78.8K
NA
28
NewEdge Advisors
Louisiana
$78.8K
ASN
29
Advisory Services Network
Georgia
$78K +$305 +60 +0.4%
Man Group
30
Man Group
United Kingdom
$77.8K +$78.2K +15,398 New
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$71.9K -$25.1K -4,935 -26%
BWP
32
Balboa Wealth Partners
Arizona
$55.3K
RJFSA
33
Raymond James Financial Services Advisors
Florida
$52.1K -$10.2K -2,000 -16%
LSV Asset Management
34
LSV Asset Management
Illinois
$45K
Nisa Investment Advisors
35
Nisa Investment Advisors
Missouri
$16.1K
Wells Fargo
36
Wells Fargo
California
$15.1K +$5 +1 +0%
C
37
Covestor
United Kingdom
$10K +$6.47K +1,274 +216%
Simplex Trading
38
Simplex Trading
Illinois
$5K -$8.68K -1,709 -61%
AF
39
Advisornet Financial
Minnesota
$3.72K
Osaic Holdings
40
Osaic Holdings
Arizona
$3.28K -$82.6K -16,246 -96%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$1.51K
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$1K +$722 +142 New
S
43
SignatureFD
Georgia
$266 +$5 +1 +2%
KPWS
44
Kestra Private Wealth Services
Texas
-$115K -22,310 Closed
OSAM
45
O'Shaughnessy Asset Management
Connecticut
-$109K -21,282 Closed
UBS Group
46
UBS Group
Switzerland
-$1.75K -340 Closed
TRCT
47
Tower Research Capital (TRC)
New York
-$1K -214 Closed

SELF Hedge Fund Activity: Q2 2023 in Review

43 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Global Self Storage (SELF) for Q2 2023, worth a combined $16.3M — down 1.8% from $16.6M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of SELF and 3 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 12 added.

The largest buyer was Bank of Montreal, opening a new position worth an estimated $119K. The largest seller was Kestra Private Wealth Services, exiting entirely with an estimated $115K sold.

  • 43 institutional investors held Global Self Storage (SELF) as of Q2 2023, down from 44 in Q1 2023.
  • Funds reported $16.3M of Global Self Storage stock for Q2 2023, down 1.8% quarter-over-quarter.
  • 3 funds opened new Global Self Storage positions in Q2 2023 and 4 closed out, a net change of -1 holder.
  • The largest Global Self Storage buyer in Q2 2023 was Bank of Montreal, an estimated $119K added.
  • The largest Global Self Storage seller in Q2 2023 was Kestra Private Wealth Services, an estimated $115K sold.

Based on aggregated 13F filings for Q2 2023.