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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
CCM
376
Carderock Capital Management
Maryland
$220K +$11.1K +119 +5%
PCS
377
Personal CFO Solutions
New Jersey
$218K +$18.3K +197 +9%
ARTA
378
A.R.T. Advisors
New York
$215K +$217K +2,332 New
CAM
379
Cresset Asset Management
Illinois
$211K -$18.6K -200 -8%
RMCM
380
Reynders McVeigh Capital Management
Massachusetts
$208K +$210K +2,255 New
WPP
381
Whalerock Point Partners
Rhode Island
$206K
WT
382
Washington Trust
Rhode Island
$204K
BBVA
383
Banco Bilbao Vizcaya Argentaria
Spain
$204K +$206K +2,212 New
Federated Hermes
384
Federated Hermes
Pennsylvania
$199K -$9.2K -99 -4%
RIM
385
Rampart Investment Management
Connecticut
$197K +$100K +1,079 +103%
AIP
386
Ameritas Investment Partners
Nebraska
$189K -$17K -183 -8%
LWM
387
Liberty Wealth Management
California
$187K -$744 -8 -0.4%
AIM
388
Anchor Investment Management
South Carolina
$185K
CFGS
389
Concourse Financial Group Securities
Alabama
$169K +$23.5K +253 +16%
PCM
390
Prelude Capital Management
New York
$166K +$157K +1,691 +1,642%
CAN
391
Cetera Advisor Networks
California
$162K +$163K +1,752 New
RE
392
RBC Europe
United Kingdom
$157K
NIT
393
NumerixS Investment Technologies
British Columbia, Canada
$150K +$102K +1,100 +210%
DZ Bank
394
DZ Bank
Germany
$139K
LS
395
Livforsakringsbolaget Skandia
Sweden
$120K
SIM
396
Sonora Investment Management
Arizona
$115K +$744 +8 +0.6%
First Manhattan
397
First Manhattan
New York
$103K
HR
398
Howe & Rusling
New York
$88K
SFS
399
Sowell Financial Services
Arkansas
$83K -$4.55K -49 -5%
AIM
400
AIA Investment Management
Singapore
$82K +$15.7K +169 +24%

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.