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SELF

Global Self Storage

22 hedge funds and large institutions have $10.2M invested in Global Self Storage in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

57% more funds holding

Funds holding: 1422 (+8)

29% more capital invested

Capital invested by funds: $7.93M → $10.2M (+$2.32M)

Holders
22
Holders Change
+8
Holders Change %
+57.14%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
5
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIMG
1
Financial & Investment Management Group
Michigan
$5.46M -$69.5K -14,065 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.95M +$267K +53,945 +17%
DADC
3
D.A. Davidson & Co
Montana
$1.18M -$4.94K -1,000 -0.5%
PCM
4
Perritt Capital Management
Illinois
$513K +$470K +95,200 New
Geode Capital Management
5
Geode Capital Management
Massachusetts
$403K
WS
6
Wedbush Securities
California
$194K +$40K +8,100 +29%
CAN
7
Cetera Advisor Networks
California
$172K
BFA
8
BlackRock Fund Advisors
California
$100K +$91.5K +18,519 New
VKH
9
Virtu KCG Holdings
New York
$70K +$64.2K +12,987 New
WIA
10
Westbourne Investment Advisors
Maryland
$54K +$49.4K +10,000 New
Northern Trust
11
Northern Trust
Illinois
$54K +$49.5K +10,016 New
Citigroup
12
Citigroup
New York
$20K
AIM
13
Acrospire Investment Management
Illinois
$13K +$12.4K +2,500 New
Creative Planning
14
Creative Planning
Kansas
$11K
Morgan Stanley
15
Morgan Stanley
New York
$10K +$9.25K +1,872 +17,018%
BIM
16
BlackRock Investment Management
Delaware
$7K +$6.47K +1,309 New
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$7K +$6.67K +1,349 New
Bank of America
18
Bank of America
North Carolina
$6K
UBS Group
19
UBS Group
Switzerland
$6K +$1.24K +251 +28%
Wells Fargo
20
Wells Fargo
California
$5K +$5 +1 +0.1%
MRCM
21
M&R Capital Management
New Jersey
$5K +$4.94K +1,000 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
-$12K -2,419 Closed
TRCT
23
Tower Research Capital (TRC)
New York
-$3K -569 Closed
Deutsche Bank
24
Deutsche Bank
Germany
+$381 +77 New

SELF Hedge Fund Activity: Q2 2016 in Review

22 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Global Self Storage (SELF) for Q2 2016, worth a combined $10.2M — up 29% from $7.93M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SELF positions and 2 closed out — a net gain of 8 holders — while 5 added to existing stakes and 2 trimmed.

The largest buyer was Perritt Capital Management, opening a new position worth an estimated $470K. The largest seller was Financial & Investment Management Group, cutting an estimated $69.5K.

  • 22 institutional investors held Global Self Storage (SELF) as of Q2 2016, up from 14 in Q1 2016.
  • Funds reported $10.2M of Global Self Storage stock for Q2 2016, up 29% quarter-over-quarter.
  • 10 funds opened new Global Self Storage positions in Q2 2016 and 2 closed out, a net change of +8 holders.
  • The largest Global Self Storage buyer in Q2 2016 was Perritt Capital Management, an estimated $470K added.
  • The largest Global Self Storage seller in Q2 2016 was Financial & Investment Management Group, an estimated $69.5K sold.

Based on aggregated 13F filings for Q2 2016.