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SELF

Global Self Storage

45 hedge funds and large institutions have $15.3M invested in Global Self Storage in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,600% more call options, than puts

Call options by funds: $67K | Put options by funds: $1K

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

5% more funds holding

Funds holding: 4345 (+2)

0.28% less ownership

Funds ownership: 29.98%29.7% (-0.28%)

6% less capital invested

Capital invested by funds: $16.3M → $15.3M (-$990K)

Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
12
Reduced
10
Closed
4
Calls
$67K
Puts
$1K
Net Calls
+$66K
Net Calls Change
+$46K
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$75.7K +$75.9K +16,343 New
BWP
27
Balboa Wealth Partners
Arizona
$74.5K -$808 -174 -1%
JIR
28
James Investment Research
Ohio
$72.3K
NA
29
NewEdge Advisors
Louisiana
$70.2K
Acadian Asset Management
30
Acadian Asset Management
Massachusetts
$68K
RJFSA
31
Raymond James Financial Services Advisors
Florida
$50.1K +$2.32K +500 +5%
CAM
32
Creekmur Asset Management
Illinois
$41.9K +$42K +9,040 New
LSV Asset Management
33
LSV Asset Management
Illinois
$41K
ASN
34
Advisory Services Network
Georgia
$17.3K -$55.8K -12,009 -76%
Osaic Holdings
35
Osaic Holdings
Arizona
$15.7K -$1.78K -384 -10%
Nisa Investment Advisors
36
Nisa Investment Advisors
Missouri
$14.8K
Wells Fargo
37
Wells Fargo
California
$13.7K +$19 +4 +0.1%
Barclays
38
Barclays
United Kingdom
$9.34K
AF
39
Advisornet Financial
Minnesota
$3.41K
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$1K -$27K -5,818 -96%
TRCT
41
Tower Research Capital (TRC)
New York
$672 +$604 +130 +867%
S
42
SignatureFD
Georgia
$255 +$9 +2 +4%
JP Morgan Chase
43
JP Morgan Chase
New York
$74 +$23 +5 +45%
Bank of America
44
Bank of America
North Carolina
$28 +$28 +6 New
KPWS
45
Kestra Private Wealth Services
Texas
-$156K -32,089 Closed
UBS Group
46
UBS Group
Switzerland
-$10.8K -2,221 Closed
C
47
Covestor
United Kingdom
-$8K -1,662 Closed
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
-$1.46K -300 Closed
Simplex Trading
49
Simplex Trading
Illinois
+$525 +113 New

SELF Hedge Fund Activity: Q4 2023 in Review

45 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Global Self Storage (SELF) for Q4 2023, worth a combined $15.3M — down 6.1% from $16.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SELF positions and 4 closed out — a net gain of 3 holders — while 12 added to existing stakes and 10 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $309K. The largest seller was Burgundy Asset Management, cutting an estimated $866K.

  • 45 institutional investors held Global Self Storage (SELF) as of Q4 2023, up from 43 in Q3 2023.
  • Funds reported $15.3M of Global Self Storage stock for Q4 2023, down 6.1% quarter-over-quarter.
  • 7 funds opened new Global Self Storage positions in Q4 2023 and 4 closed out, a net change of +3 holders.
  • The largest Global Self Storage buyer in Q4 2023 was Renaissance Technologies, an estimated $309K added.
  • The largest Global Self Storage seller in Q4 2023 was Burgundy Asset Management, an estimated $866K sold.

Based on aggregated 13F filings for Q4 2023.