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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
JG
476
Jefferies Group
New York
-$1.52M -15,877 Closed
LSC
477
Lyon Street Capital
California
-$1.18M -12,300 Closed
PIA
478
Piedmont Investment Advisors
North Carolina
-$1.09M -11,399 Closed
OSIA
479
O'Shares Investment Advisers
Massachusetts
-$1.01M -10,533 Closed
TC
480
Toews Corporation
New Jersey
-$862K -9,000 Closed
BG
481
Bahl & Gaynor
Ohio
-$757K -7,906 Closed
Wolverine Trading
482
Wolverine Trading
Illinois
-$647K -6,685 Closed
GHA
483
GW Henssler & Associates
Georgia
-$615K -6,427 Closed
CWA
484
Clarus Wealth Advisors
Arizona
-$612K -6,367 Closed
6M
485
6 Meridian
Kansas
-$546K -5,703 Closed
LW
486
Linscomb Wealth
Texas
-$516K -5,389 Closed
QT
487
Quantbot Technologies
New York
-$429K -4,488 Closed
3C
488
361 Capital
Colorado
-$385K -4,023 Closed
UH
489
Unigestion Holding
Switzerland
-$316K -3,300 Closed
NFG
490
Next Financial Group
Texas
-$309K -3,223 Closed
FHB
491
First Hawaiian Bank
Hawaii
-$289K -3,015 Closed
CIM
492
Contravisory Investment Management
Massachusetts
-$255K -2,661 Closed
CCM
493
Cadence Capital Management
Massachusetts
-$250K -2,607 Closed
RG
494
Renaissance Group
Kentucky
-$233K -2,431 Closed
CBA
495
Coastal Bridge Advisors
Connecticut
-$229K -2,394 Closed
IG
496
ING Group
Netherlands
-$227K -2,368 Closed
TC
497
TownSquare Capital
Utah
-$204K -2,341 Closed
OPPTF
498
OPSEU Pension Plan Trust Fund
Ontario, Canada
-$222K -2,321 Closed
OR
499
Olympiad Research
Connecticut
-$202K -2,113 Closed
MERSOM
500
Municipal Employees' Retirement System of Michigan
Michigan
-$178K -1,860 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.