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SELF

Global Self Storage

43 hedge funds and large institutions have $16.3M invested in Global Self Storage in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,000% more call options, than puts

Call options by funds: $21K | Put options by funds: $1K

0.98% more ownership

Funds ownership: 29%29.98% (+0.98%)

0% more funds holding

Funds holding: 4343 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

0% less capital invested

Capital invested by funds: $16.3M → $16.3M (-$41K)

25% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 12

Holders
43
Holders Change
Holders Change %
0%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
12
Closed
6
Calls
$21K
Puts
$1K
Net Calls
+$20K
Net Calls Change
+$26K
Name Holding Trade Value Shares
Change
Change in
Stake
BA
1
Bard Associates
Illinois
$3.29M -$4.42K -881 -0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.39M +$253K +50,322 +11%
WC
3
Winmill & Co
New York
$2.14M
MCM
4
Marathon Capital Management
Maryland
$1.79M -$34.3K -6,838 -2%
BAM
5
Burgundy Asset Management
Ontario, Canada
$1.25M
LPL Financial
6
LPL Financial
California
$650K -$2.63K -525 -0.4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$627K +$401 +80 +0.1%
Renaissance Technologies
8
Renaissance Technologies
New York
$525K -$10K -2,001 -2%
BlackRock
9
BlackRock
New York
$512K +$251K +50,118 +91%
Morgan Stanley
10
Morgan Stanley
New York
$298K +$24.2K +4,824 +9%
FGAM
11
Financial Gravity Asset Management
Texas
$286K +$355K +70,675 New
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$254K
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$179K -$8.1K -1,615 -4%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$163K
KPWS
15
Kestra Private Wealth Services
Texas
$156K +$161K +32,089 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$156K +$47.4K +9,441 +42%
DLG
17
Daniel L. Goodwin
$156K -$15.1K -3,000 -9%
PCM
18
Perritt Capital Management
Illinois
$146K
State Street
19
State Street
Massachusetts
$145K -$48.3K -9,632 -24%
Northern Trust
20
Northern Trust
Illinois
$106K
BRWA
21
B. Riley Wealth Advisors
Florida
$99.7K
CAN
22
Cetera Advisor Networks
California
$98.2K
Man Group
23
Man Group
United Kingdom
$98.1K -$77.3K -15,398 Closed
BEAM
24
Baker Ellis Asset Management
Washington
$97.2K -$10K -2,000 -9%
BWP
25
Balboa Wealth Partners
Arizona
$79K +$26.6K +5,309 +48%

SELF Hedge Fund Activity: Q3 2023 in Review

43 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Global Self Storage (SELF) for Q3 2023, worth a combined $16.3M — down 0.25% from $16.3M a quarter earlier.

Fund positioning in SELF was balanced in Q3 2023: 6 funds opened new positions, 6 closed out, 9 added to existing stakes and 12 trimmed.

The largest buyer was Financial Gravity Asset Management, opening a new position worth an estimated $355K. The largest seller was Bailard, exiting entirely with an estimated $122K sold.

  • 43 institutional investors held Global Self Storage (SELF) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $16.3M of Global Self Storage stock for Q3 2023, down 0.25% quarter-over-quarter.
  • 6 funds opened new Global Self Storage positions in Q3 2023 and 6 closed out, a net change of 0 holders.
  • The largest Global Self Storage buyer in Q3 2023 was Financial Gravity Asset Management, an estimated $355K added.
  • The largest Global Self Storage seller in Q3 2023 was Bailard, an estimated $122K sold.

Based on aggregated 13F filings for Q3 2023.