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SELF

Global Self Storage
SELF

28 hedge funds and large institutions have $12M invested in Global Self Storage in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 2

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

13% more capital invested

Capital invested by funds: $10.6M → $12M (+$1.38M)

8% more funds holding

Funds holding: 26 → 28 (+2)

2.02% less ownership

Funds ownership: 23.94% → 21.92% (-2%)

Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
7
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BA
Bard Associates
Illinois
+$108K
2
BRWM
B. Riley Wealth Management
Tennessee
+$104K
3
UBS Group
UBS Group
Switzerland
+$103K
4
State Street
State Street
Massachusetts
+$91.9K
5
LPL Financial
LPL Financial
California
+$76.9K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$185K
2
IAIM
International Assets Investment Management
Florida
-$44K
3
MRCM
M&R Capital Management
New Jersey
-$4K
4
Bank of America
Bank of America
North Carolina
-$3.25K
5
WCM
Wealthcare Capital Management
Virginia
-$3K
Name Holding Trade Value Shares
Change 		Change in
Stake
BA
1
Bard Associates
Illinois
$3.4M +$108K +20,154 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.4M – – –
WC
3
Winmill & Co
New York
$2.29M – – –
BAM
4
Burgundy Asset Management
Ontario, Canada
$935K – – –
Geode Capital Management
5
Geode Capital Management
Massachusetts
$539K – – –
LPL Financial
6
LPL Financial
California
$459K +$76.9K +14,393 +20%
Renaissance Technologies
7
Renaissance Technologies
New York
$381K +$20.8K +3,899 +6%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$241K – – –
FC
9
FCA Corp
Texas
$203K – – –
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$174K +$10.7K +2,000 +6%
PCM
11
Perritt Capital Management
Illinois
$133K – – –
CAN
12
Cetera Advisor Networks
California
$118K – – –
BRWM
13
B. Riley Wealth Management
Tennessee
$102K +$104K +19,520 New
UBS Group
14
UBS Group
Switzerland
$100K +$103K +19,251 New
State Street
15
State Street
Massachusetts
$90K +$91.9K +17,200 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$78K – – –
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$78K – – –
Northern Trust
18
Northern Trust
Illinois
$70K – – –
Mirae Asset Global Investments
19
Mirae Asset Global Investments
South Korea
$68K +$70.2K +13,130 New
BlackRock
20
BlackRock
New York
$53K -$185K -34,694 -78%
Morgan Stanley
21
Morgan Stanley
New York
$39K – – –
ASN
22
Advisory Services Network
Georgia
$20K +$20.6K +3,851 New
TRCT
23
Tower Research Capital (TRC)
New York
$18K +$14.2K +2,653 +329%
Osaic Holdings
24
Osaic Holdings
Arizona
$16K +$8.55K +1,600 +107%
Wells Fargo
25
Wells Fargo
California
$10K +$5 +1 +0%
1
2

SELF Hedge Fund Activity: Q2 2021 in Review

28 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Global Self Storage (SELF) for Q2 2021, worth a combined $12M — up 13% from $10.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new SELF positions and 3 closed out — a net gain of 2 holders — while 7 added to existing stakes and 2 trimmed.

The largest buyer was Bard Associates, adding an estimated $108K. The largest seller was BlackRock, cutting an estimated $185K.

  • 28 institutional investors held Global Self Storage (SELF) as of Q2 2021, up from 26 in Q1 2021.
  • Funds reported $12M of Global Self Storage stock for Q2 2021, up 13% quarter-over-quarter.
  • 5 funds opened new Global Self Storage positions in Q2 2021 and 3 closed out, a net change of +2 holders.
  • The largest Global Self Storage buyer in Q2 2021 was Bard Associates, an estimated $108K added.
  • The largest Global Self Storage seller in Q2 2021 was BlackRock, an estimated $185K sold.

Based on aggregated 13F filings for Q2 2021.