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Extra Space Storage

467 hedge funds and large institutions have $11.6B invested in Extra Space Storage in 2020 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 167 increasing their positions, 180 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $10.7M | Put options by funds: $7.65M

18% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 57

2% more funds holding

Funds holding: 459467 (+8)

0.91% more ownership

Funds ownership: 98.95%99.86% (+0.91%)

7% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 180

6% less capital invested

Capital invested by funds: $12.3B → $11.6B (-$688M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
467
Holders Change
+8
Holders Change %
+1.74%
% of All Funds
9.58%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
67
Increased
167
Reduced
180
Closed
57
Calls
$10.7M
Puts
$7.65M
Net Calls
+$3.05M
Net Calls Change
-$781K
Name Holding Trade Value Shares
Change
Change in
Stake
CSS
226
Cubist Systematic Strategies
Connecticut
$1.34M +$858K +9,227 +176%
DnB Asset Management
227
DnB Asset Management
Norway
$1.33M -$382K -4,107 -22%
X
228
Xponance
Pennsylvania
$1.33M +$1.34M +14,389 New
PHK
229
Point72 Hong Kong
Hong Kong
$1.32M +$1.33M +14,278 New
OAM
230
Oppenheimer Asset Management
New York
$1.32M -$138K -1,483 -9%
Squarepoint
231
Squarepoint
New York
$1.31M +$424K +4,563 +47%
TYCC
232
Texas Yale Capital Corp
Florida
$1.31M -$23.2K -250 -2%
FCBT
233
First Citizens Bank & Trust
North Carolina
$1.29M +$1.3M +14,025 New
HIMCH
234
Hartford Investment Management Co (HIMCO)
Connecticut
$1.29M -$10.5K -113 -0.8%
SNBOSD
235
Security National Bank of So Dak
Iowa
$1.28M +$28.4K +305 +2%
VIA
236
Vident Investment Advisory
Georgia
$1.28M -$71.2K -766 -5%
EBT
237
Enterprise Bank & Trust
Massachusetts
$1.27M
Wealthfront Advisers
238
Wealthfront Advisers
California
$1.27M +$97.5K +1,049 +8%
AMI
239
Amica Mutual Insurance
Rhode Island
$1.26M
BCV
240
Banque Cantonale Vaudoise
Switzerland
$1.23M -$307K -3,300 -20%
VI
241
Vestcor Inc
New Brunswick, Canada
$1.23M -$823K -8,852 -40%
CBT
242
Capital Bank & Trust
California
$1.22M +$1.22M +13,168 New
LIA
243
LS Investment Advisors
Michigan
$1.21M +$51.5K +554 +4%
PG
244
Pendal Group
Australia
$1.21M +$1.22M +13,100 New
Kayne Anderson Rudnick Investment Management
245
Kayne Anderson Rudnick Investment Management
California
$1.2M -$60.1K -647 -5%
TRSOTSOK
246
Teachers Retirement System of the State of Kentucky
Kentucky
$1.19M
CWM
247
CIBC World Markets
New York
$1.17M +$298K +3,203 +34%
NB
248
Norinchukin Bank
Japan
$1.17M -$23.8K -256 -2%
SNBOSCI
249
Security National Bank of Sioux City Iowa
Iowa
$1.16M -$11.6K -125 -1%
UCFA
250
United Capital Financial Advisors
Texas
$1.16M +$52.2K +562 +5%

EXR Hedge Fund Activity: Q2 2020 in Review

467 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q2 2020, worth a combined $11.6B — down 5.6% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new EXR positions and 57 closed out — a net gain of 10 holders — while 167 added to existing stakes and 180 trimmed.

The largest buyer was Capital World Investors, adding an estimated $98.1M. The largest seller was Massachusetts Financial Services, cutting an estimated $77.5M.

  • 467 institutional investors held Extra Space Storage (EXR) as of Q2 2020, up from 459 in Q1 2020.
  • Funds reported $11.6B of Extra Space Storage stock for Q2 2020, down 5.6% quarter-over-quarter.
  • 67 funds opened new Extra Space Storage positions in Q2 2020 and 57 closed out, a net change of +10 holders.
  • The largest Extra Space Storage buyer in Q2 2020 was Capital World Investors, an estimated $98.1M added.
  • The largest Extra Space Storage seller in Q2 2020 was Massachusetts Financial Services, an estimated $77.5M sold.

Based on aggregated 13F filings for Q2 2020.