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SELF

Global Self Storage

45 hedge funds and large institutions have $16.1M invested in Global Self Storage in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

60% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 10

13% more funds holding

Funds holding: 4045 (+5)

2.73% less ownership

Funds ownership: 32.83%30.1% (-2.7%)

24% less capital invested

Capital invested by funds: $21M → $16.1M (-$4.96M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
45
Holders Change
+5
Holders Change %
+12.5%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
16
Reduced
10
Closed
5
Calls
$5K
Puts
Net Calls
+$5K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
BA
1
Bard Associates
Illinois
$3.34M -$23.8K -4,653 -0.7%
WC
2
Winmill & Co
New York
$2.15M
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.06M +$1.56K +304 +0.1%
MCM
4
Marathon Capital Management
Maryland
$1.81M +$45.9K +8,951 +2%
BAM
5
Burgundy Asset Management
Ontario, Canada
$1.25M +$583K +113,707 +79%
Renaissance Technologies
6
Renaissance Technologies
New York
$857K +$187K +36,500 +26%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$629K +$8.53K +1,664 +1%
LPL Financial
8
LPL Financial
California
$571K +$43.9K +8,574 +8%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$303K -$20.6K -4,021 -6%
Morgan Stanley
10
Morgan Stanley
New York
$276K +$5.12K +1,000 +2%
B
11
Bailard
California
$252K +$264K +51,602 New
BlackRock
12
BlackRock
New York
$243K +$138K +26,974 +119%
PCM
13
Perritt Capital Management
Illinois
$220K
State Street
14
State Street
Massachusetts
$193K +$91.2K +17,800 +82%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$183K +$2.27K +442 +1%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$163K
Citadel Advisors
17
Citadel Advisors
Florida
$137K +$144K +28,010 New
FHC
18
First Heartland Consultants
Missouri
$119K +$62.6K +12,212 +100%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$112K -$915K -178,664 -89%
CAN
20
Cetera Advisor Networks
California
$111K
Northern Trust
21
Northern Trust
Illinois
$102K
BRWA
22
B. Riley Wealth Advisors
Florida
$100K
OSAM
23
O'Shaughnessy Asset Management
Connecticut
$94K -$51.7K -10,096 -34%
BEAM
24
Baker Ellis Asset Management
Washington
$92.7K +$25.6K +5,000 +36%
FAIM
25
Financial Advocates Investment Management
Washington
$88.4K +$92.8K +18,117 New

SELF Hedge Fund Activity: Q4 2022 in Review

45 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Global Self Storage (SELF) for Q4 2022, worth a combined $16.1M — down 24% from $21M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SELF positions and 5 closed out — a net gain of 5 holders — while 16 added to existing stakes and 10 trimmed.

The largest buyer was Burgundy Asset Management, adding an estimated $583K. The largest seller was EAM Investors, exiting entirely with an estimated $1.08M sold.

  • 45 institutional investors held Global Self Storage (SELF) as of Q4 2022, up from 40 in Q3 2022.
  • Funds reported $16.1M of Global Self Storage stock for Q4 2022, down 24% quarter-over-quarter.
  • 10 funds opened new Global Self Storage positions in Q4 2022 and 5 closed out, a net change of +5 holders.
  • The largest Global Self Storage buyer in Q4 2022 was Burgundy Asset Management, an estimated $583K added.
  • The largest Global Self Storage seller in Q4 2022 was EAM Investors, an estimated $1.08M sold.

Based on aggregated 13F filings for Q4 2022.