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Extra Space Storage

459 hedge funds and large institutions have $12.3B invested in Extra Space Storage in 2020 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 166 increasing their positions, 189 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $9.28M | Put options by funds: $5.46M

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.89% less ownership

Funds ownership: 99.85%98.95% (-0.89%)

7% less funds holding

Funds holding: 494459 (-35)

10% less capital invested

Capital invested by funds: $13.6B → $12.3B (-$1.36B)

12% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 189

38% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 76

Holders
459
Holders Change
-35
Holders Change %
-7.09%
% of All Funds
10.11%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
47
Increased
166
Reduced
189
Closed
76
Calls
$9.28M
Puts
$5.46M
Net Calls
+$3.83M
Net Calls Change
+$18.2M
Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
376
First Manhattan
New York
$107K -$39K -375 -25%
NICM
377
Neo Ivy Capital Management
New York
$103K +$104K +996 +1,230%
RIM
378
Rampart Investment Management
Connecticut
$100K -$383K -3,678 -78%
Northwestern Mutual Wealth Management
379
Northwestern Mutual Wealth Management
Wisconsin
$96K +$19K +182 +22%
HR
380
Howe & Rusling
New York
$91K
SFS
381
Sowell Financial Services
Arkansas
$91K +$98.8K +949 New
QCG
382
Quadrant Capital Group
Ohio
$86K +$69.8K +670 +286%
II
383
Inspire Investing
Idaho
$77K +$83.9K +806 New
AIM
384
AIA Investment Management
Singapore
$69K
VCP
385
Verus Capital Partners
Arizona
$67K
Rockefeller Capital Management
386
Rockefeller Capital Management
New York
$66K +$4.48K +43 +7%
BDS
387
Banco de Sabadell
Florida
$62K
CTC
388
Central Trust Company
Missouri
$53K
CIA
389
CSat Investment Advisory
Michigan
$53K +$3.02K +29 +6%
PCG
390
Private Capital Group
Connecticut
$52K +$24.4K +234 +76%
NIT
391
NumerixS Investment Technologies
British Columbia, Canada
$50K -$72.6K -697 -57%
CAN
392
Claraphi Advisory Network
United States
$49K +$53.1K +510 New
DCM
393
Davis Capital Management
Florida
$38K +$41.1K +395 New
S
394
SignatureFD
Georgia
$34K -$10.1K -97 -22%
ASN
395
Advisory Services Network
Georgia
$33K +$5.42K +52 +18%
TRCT
396
Tower Research Capital (TRC)
New York
$32K -$95.5K -917 -73%
HFM
397
Harvest Fund Management
China
$30K -$5.21K -50 -14%
GWM
398
Geneos Wealth Management
Colorado
$30K
PA
399
Parallel Advisors
California
$28K +$5K +48 +19%
GAM
400
Gemmer Asset Management
California
$26K

EXR Hedge Fund Activity: Q1 2020 in Review

459 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q1 2020, worth a combined $12.3B — down 10% from $13.6B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of EXR and 47 opened new positions — a net loss of 29 holders — while 189 trimmed existing stakes and 166 added.

The largest buyer was PGGM Investments, adding an estimated $134M. The largest seller was Goldman Sachs, cutting an estimated $123M.

  • 459 institutional investors held Extra Space Storage (EXR) as of Q1 2020, down from 494 in Q4 2019.
  • Funds reported $12.3B of Extra Space Storage stock for Q1 2020, down 10% quarter-over-quarter.
  • 47 funds opened new Extra Space Storage positions in Q1 2020 and 76 closed out, a net change of -29 holders.
  • The largest Extra Space Storage buyer in Q1 2020 was PGGM Investments, an estimated $134M added.
  • The largest Extra Space Storage seller in Q1 2020 was Goldman Sachs, an estimated $123M sold.

Based on aggregated 13F filings for Q1 2020.