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SELF

Global Self Storage

44 hedge funds and large institutions have $16.6M invested in Global Self Storage in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $2K | Put options by funds: $1K

3% more capital invested

Capital invested by funds: $16.1M → $16.6M (+$533K)

0.77% less ownership

Funds ownership: 30.1%29.33% (-0.77%)

2% less funds holding

Funds holding: 4544 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

31% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 13

Holders
44
Holders Change
-1
Holders Change %
-2.22%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
13
Closed
6
Calls
$2K
Puts
$1K
Net Calls
+$1K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
BA
1
Bard Associates
Illinois
$3.5M -$16.8K -3,205 -0.5%
WC
2
Winmill & Co
New York
$2.26M
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.2M +$27K +5,150 +1%
MCM
4
Marathon Capital Management
Maryland
$1.9M
BAM
5
Burgundy Asset Management
Ontario, Canada
$1.32M
LPL Financial
6
LPL Financial
California
$713K +$114K +21,730 +19%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$663K
Renaissance Technologies
8
Renaissance Technologies
New York
$650K -$259K -49,310 -28%
Morgan Stanley
9
Morgan Stanley
New York
$291K
BlackRock
10
BlackRock
New York
$275K +$19.7K +3,762 +8%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$256K
State Street
12
State Street
Massachusetts
$203K
DLG
13
Daniel L. Goodwin
$180K +$184K +35,000 New
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$172K
PCM
15
Perritt Capital Management
Illinois
$154K -$78.7K -15,000 -33%
CAN
16
Cetera Advisor Networks
California
$117K
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$115K -$3.03K -578 -3%
KPWS
18
Kestra Private Wealth Services
Texas
$115K +$117K +22,310 New
BEAM
19
Baker Ellis Asset Management
Washington
$113K +$15.7K +3,000 +16%
Northern Trust
20
Northern Trust
Illinois
$112K +$4.51K +860 +4%
OSAM
21
O'Shaughnessy Asset Management
Connecticut
$109K +$10.6K +2,026 +11%
BRWA
22
B. Riley Wealth Advisors
Florida
$105K
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$103K -$220K -42,022 -67%
HighTower Advisors
24
HighTower Advisors
Illinois
$102K +$106K +20,163 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$98.6K +$101K +19,174 New

SELF Hedge Fund Activity: Q1 2023 in Review

44 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Global Self Storage (SELF) for Q1 2023, worth a combined $16.6M — up 3.3% from $16.1M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of SELF and 5 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 9 added.

The largest buyer was Daniel L. Goodwin, opening a new position worth an estimated $184K. The largest seller was Renaissance Technologies, cutting an estimated $259K.

  • 44 institutional investors held Global Self Storage (SELF) as of Q1 2023, down from 45 in Q4 2022.
  • Funds reported $16.6M of Global Self Storage stock for Q1 2023, up 3.3% quarter-over-quarter.
  • 5 funds opened new Global Self Storage positions in Q1 2023 and 6 closed out, a net change of -1 holder.
  • The largest Global Self Storage buyer in Q1 2023 was Daniel L. Goodwin, an estimated $184K added.
  • The largest Global Self Storage seller in Q1 2023 was Renaissance Technologies, an estimated $259K sold.

Based on aggregated 13F filings for Q1 2023.