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SELF

Global Self Storage

43 hedge funds and large institutions have $16.3M invested in Global Self Storage in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

0.33% less ownership

Funds ownership: 29.33%29% (-0.33%)

2% less capital invested

Capital invested by funds: $16.6M → $16.3M (-$296K)

2% less funds holding

Funds holding: 4443 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

75% less call options, than puts

Call options by funds: $2K | Put options by funds: $8K

Holders
43
Holders Change
-1
Holders Change %
-2.27%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
12
Reduced
11
Closed
4
Calls
$2K
Puts
$8K
Net Calls
-$6K
Net Calls Change
-$7K
Name Holding Trade Value Shares
Change
Change in
Stake
BA
1
Bard Associates
Illinois
$3.43M -$17.8K -3,512 -0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.23M +$69.6K +13,700 +3%
WC
3
Winmill & Co
New York
$2.22M
MCM
4
Marathon Capital Management
Maryland
$1.89M +$25.8K +5,086 +1%
BAM
5
Burgundy Asset Management
Ontario, Canada
$1.3M
LPL Financial
6
LPL Financial
California
$678K -$23.3K -4,578 -3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$651K
Renaissance Technologies
8
Renaissance Technologies
New York
$556K -$83K -16,334 -13%
Morgan Stanley
9
Morgan Stanley
New York
$286K
BlackRock
10
BlackRock
New York
$279K +$8.6K +1,693 +3%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$264K +$12.7K +2,500 +5%
State Street
12
State Street
Massachusetts
$199K
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$194K +$2.4K +473 +1%
DLG
14
Daniel L. Goodwin
$177K
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$169K
PCM
16
Perritt Capital Management
Illinois
$152K
B
17
Bailard
California
$122K +$35.5K +6,977 +41%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$121K +$119K +23,448 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$114K +$1.72K +338 +2%
BEAM
20
Baker Ellis Asset Management
Washington
$111K
Northern Trust
21
Northern Trust
Illinois
$110K -$285 -56 -0.3%
BRWA
22
B. Riley Wealth Advisors
Florida
$104K
CAN
23
Cetera Advisor Networks
California
$102K -$12.7K -2,498 -11%
HighTower Advisors
24
HighTower Advisors
Illinois
$94K -$5.85K -1,151 -6%
Citadel Advisors
25
Citadel Advisors
Florida
$85.3K +$8.63K +1,698 +11%

SELF Hedge Fund Activity: Q2 2023 in Review

43 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Global Self Storage (SELF) for Q2 2023, worth a combined $16.3M — down 1.8% from $16.6M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of SELF and 3 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 12 added.

The largest buyer was Bank of Montreal, opening a new position worth an estimated $119K. The largest seller was Kestra Private Wealth Services, exiting entirely with an estimated $115K sold.

  • 43 institutional investors held Global Self Storage (SELF) as of Q2 2023, down from 44 in Q1 2023.
  • Funds reported $16.3M of Global Self Storage stock for Q2 2023, down 1.8% quarter-over-quarter.
  • 3 funds opened new Global Self Storage positions in Q2 2023 and 4 closed out, a net change of -1 holder.
  • The largest Global Self Storage buyer in Q2 2023 was Bank of Montreal, an estimated $119K added.
  • The largest Global Self Storage seller in Q2 2023 was Kestra Private Wealth Services, an estimated $115K sold.

Based on aggregated 13F filings for Q2 2023.