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SELF

Global Self Storage

23 hedge funds and large institutions have $7.68M invested in Global Self Storage in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

5% more funds holding

Funds holding: 2223 (+1)

0.88% less ownership

Funds ownership: 23.85%22.97% (-0.88%)

9% less capital invested

Capital invested by funds: $8.4M → $7.68M (-$719K)

71% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 7

Holders
23
Holders Change
+1
Holders Change %
+4.55%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
2
Reduced
7
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
$2.5M -$149K -33,479 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.8M -$5.34K -1,200 -0.3%
PCM
3
Perritt Capital Management
Illinois
$700K
QCMC
4
Quantum Capital Management (California)
California
$423K
RA
5
Raffles Associates
New York
$342K
Geode Capital Management
6
Geode Capital Management
Massachusetts
$330K
Millennium Management
7
Millennium Management
New York
$282K -$18.8K -4,221 -6%
WIA
8
Westbourne Investment Advisors
Maryland
$278K
DADC
9
D.A. Davidson & Co
Montana
$212K
BlackRock
10
BlackRock
New York
$155K -$2.88K -647 -2%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$139K
Renaissance Technologies
12
Renaissance Technologies
New York
$136K -$71.2K -15,996 -34%
Deutsche Bank
13
Deutsche Bank
Germany
$98K -$55.1K -12,374 -36%
CAN
14
Cetera Advisor Networks
California
$89K
LPL Financial
15
LPL Financial
California
$80K +$80.5K +18,100 New
LPC
16
Loeb Partners Corp
New York
$44K
Morgan Stanley
17
Morgan Stanley
New York
$33K -$45 -10 -0.1%
UBS Group
18
UBS Group
Switzerland
$15K +$1.99K +446 +15%
Wells Fargo
19
Wells Fargo
California
$9K +$8.9K +2,000 New
Bank of America
20
Bank of America
North Carolina
$5K
MRCM
21
M&R Capital Management
New Jersey
$4K
SWP
22
Stratos Wealth Partners
Ohio
$4K +$67 +15 +2%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$4K +$3.78K +850 New
CA
24
Corrado Advisors
New Jersey
-$70K -15,165 Closed
WTB
25
Washington Trust Bank
Washington
-$25K -5,500 Closed

SELF Hedge Fund Activity: Q1 2018 in Review

23 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Global Self Storage (SELF) for Q1 2018, worth a combined $7.68M — down 8.6% from $8.4M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new SELF positions and 2 closed out — a net gain of 1 holder — while 2 added to existing stakes and 7 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $80.5K. The largest seller was Financial & Investment Management Group, cutting an estimated $149K.

  • 23 institutional investors held Global Self Storage (SELF) as of Q1 2018, up from 22 in Q4 2017.
  • Funds reported $7.68M of Global Self Storage stock for Q1 2018, down 8.6% quarter-over-quarter.
  • 3 funds opened new Global Self Storage positions in Q1 2018 and 2 closed out, a net change of +1 holder.
  • The largest Global Self Storage buyer in Q1 2018 was LPL Financial, an estimated $80.5K added.
  • The largest Global Self Storage seller in Q1 2018 was Financial & Investment Management Group, an estimated $149K sold.

Based on aggregated 13F filings for Q1 2018.