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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
IFAM
451
Institutional & Family Asset Management
Colorado
$4K
Loomis, Sayles & Company
452
Loomis, Sayles & Company
Massachusetts
$3K
TCOV
453
Trust Company of Vermont
Vermont
$3K
WCG
454
Weaver Consulting Group
California
$3K
VFA
455
Valeo Financial Advisors
Indiana
$3K +$1.21K +13 +65%
MPWT
456
MassMutual Private Wealth & Trust
Connecticut
$3K +$2.6K +28 New
OPS
457
Orion Portfolio Solutions
Nebraska
$2K -$4.28K -46 -67%
PFBT
458
Parkside Financial Bank & Trust
Missouri
$2K -$1.49K -16 -47%
EFSCE
459
Enterprise Financial Services Corp (EFSC)
Missouri
$2K -$465 -5 -19%
FMP
460
Financial Management Professionals
Texas
$2K +$1.58K +17 New
GWS
461
Glassman Wealth Services
Virginia
$1K
CWC
462
Carolinas Wealth Consulting
North Carolina
$1K +$1.3K +14 New
TI
463
tru Independence
Oregon
$4
PAMU
464
Pictet Asset Management (UK)
United Kingdom
-$56.7M -592,580 Closed
CGM
465
Capital Growth Management
Massachusetts
-$16.8M -175,000 Closed
JIM
466
Jupiter Investment Management
United Kingdom
-$12.9M -135,203 Closed
Point72 Asset Management
467
Point72 Asset Management
Connecticut
-$7.36M -76,859 Closed
AAIM
468
American Assets Investment Management
California
-$4.79M -50,000 Closed
AI
469
Atria Investments
North Carolina
-$4.54M -47,455 Closed
RBA
470
Richard Bernstein Advisors
New York
-$3.78M -39,458 Closed
MWNA
471
Marshall Wace North America
New York
-$2.77M -28,932 Closed
DWM
472
Darwin Wealth Management
Florida
-$2.68M -28,032 Closed
TLP
473
Trinity Legacy Partners
Texas
-$2.1M -21,884 Closed
HW
474
Hancock Whitney
Mississippi
-$1.78M -18,546 Closed
Fiera Capital (Canada)
475
Fiera Capital (Canada)
Quebec, Canada
-$1.53M -15,956 Closed

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.