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SELF

Global Self Storage

27 hedge funds and large institutions have $8.66M invested in Global Self Storage in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

43% more capital invested

Capital invested by funds: $6.04M → $8.66M (+$2.62M)

6.99% more ownership

Funds ownership: 16.1%23.08% (+7%)

0% more funds holding

Funds holding: 2727 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

Holders
27
Holders Change
Holders Change %
0%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BA
1
Bard Associates
Illinois
$2.5M +$2.51M +623,733 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.81M
WC
3
Winmill & Co
New York
$1.74M
BAM
4
Burgundy Asset Management
Ontario, Canada
$719K +$65.8K +16,382 +10%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$408K
LPL Financial
6
LPL Financial
California
$266K +$13.3K +3,307 +5%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$185K
BlackRock
8
BlackRock
New York
$161K +$14.8K +3,676 +10%
Renaissance Technologies
9
Renaissance Technologies
New York
$136K +$37.9K +9,443 +39%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$126K
FC
11
FCA Corp
Texas
$104K
PCM
12
Perritt Capital Management
Illinois
$102K
CAN
13
Cetera Advisor Networks
California
$91K
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$60K
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$60K
Northern Trust
16
Northern Trust
Illinois
$54K -$2K -497 -4%
IAIM
17
International Assets Investment Management
Florida
$44K +$44.2K +11,000 New
Morgan Stanley
18
Morgan Stanley
New York
$30K
Nisa Investment Advisors
19
Nisa Investment Advisors
Missouri
$18K
ASN
20
Advisory Services Network
Georgia
$13K +$28 +7 +0.2%
Wells Fargo
21
Wells Fargo
California
$8K +$12 +3 +0.1%
Osaic Holdings
22
Osaic Holdings
Arizona
$6K -$2.08K -519 -26%
TRCT
23
Tower Research Capital (TRC)
New York
$6K -$434 -108 -7%
Bank of America
24
Bank of America
North Carolina
$4K -$44 -11 -1%
MRCM
25
M&R Capital Management
New Jersey
$4K

SELF Hedge Fund Activity: Q4 2020 in Review

27 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Global Self Storage (SELF) for Q4 2020, worth a combined $8.66M — up 43% from $6.04M a quarter earlier.

Fund positioning in SELF was balanced in Q4 2020: 3 funds opened new positions, 3 closed out, 6 added to existing stakes and 4 trimmed.

The largest buyer was Bard Associates, opening a new position worth an estimated $2.51M. The largest seller was Kestra Private Wealth Services, exiting entirely with an estimated $48K sold.

  • 27 institutional investors held Global Self Storage (SELF) as of Q4 2020, unchanged from Q3 2020.
  • Funds reported $8.66M of Global Self Storage stock for Q4 2020, up 43% quarter-over-quarter.
  • 3 funds opened new Global Self Storage positions in Q4 2020 and 3 closed out, a net change of 0 holders.
  • The largest Global Self Storage buyer in Q4 2020 was Bard Associates, an estimated $2.51M added.
  • The largest Global Self Storage seller in Q4 2020 was Kestra Private Wealth Services, an estimated $48K sold.

Based on aggregated 13F filings for Q4 2020.