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Extra Space Storage

483 hedge funds and large institutions have $13.7B invested in Extra Space Storage in 2020 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 163 increasing their positions, 196 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

315% more call options, than puts

Call options by funds: $23.8M | Put options by funds: $5.72M

58% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 36

18% more capital invested

Capital invested by funds: $11.6B → $13.7B (+$2.09B)

3% more funds holding

Funds holding: 467483 (+16)

0.5% less ownership

Funds ownership: 99.86%99.36% (-0.5%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

17% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 196

Holders
483
Holders Change
+16
Holders Change %
+3.43%
% of All Funds
9.75%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
57
Increased
163
Reduced
196
Closed
36
Calls
$23.8M
Puts
$5.72M
Net Calls
+$18M
Net Calls Change
+$15M
Name Holding Trade Value Shares
Change
Change in
Stake
FHC
476
First Horizon Corporation
Tennessee
$2K +$2.17K +21 New
TFO
477
Tarbox Family Office
California
$1K
Fidelity International
478
Fidelity International
Bermuda
$1K +$517 +5 New
CFB
479
Cullen/Frost Bankers
Texas
$1K +$827 +8 New
BBL
480
Beck Bode LLC
Massachusetts
$1K +$1.14K +11 New
ESCM
481
Echo Street Capital Management
New York
-$16.9M -182,659 Closed
WCP
482
Waterfront Capital Partners
New York
-$15.5M -167,295 Closed
VLKIM
483
Van Lanschot Kempen Investment Management
Netherlands
-$7.99M -86,518 Closed
Tudor Investment Corp
484
Tudor Investment Corp
Connecticut
-$2.96M -31,987 Closed
QIM
485
Quantitative Investment Management
Virginia
-$2.25M -24,408 Closed
KCM
486
Kennedy Capital Management
Missouri
-$2.06M -22,340 Closed
JWM
487
Jackson Wealth Management
Florida
-$2.06M -22,307 Closed
UOC
488
UBS O'Connor
Illinois
-$1.84M -19,900 Closed
PI
489
PEAK6 Investments
Illinois
-$1.87M -18,077 Closed
Assenagon Asset Management
490
Assenagon Asset Management
Luxembourg
-$1.63M -17,656 Closed
PHK
491
Point72 Hong Kong
Hong Kong
-$1.32M -14,278 Closed
LCM
492
Landscape Capital Management
New Jersey
-$1.07M -11,629 Closed
MFS
493
Mirabella Financial Services
United Kingdom
-$1.02M -10,998 Closed
DTL
494
Dynamic Technology Lab
Singapore
-$978K -10,591 Closed
SLAM
495
Swiss Life Asset Management
-$827K -8,941 Closed
TFA
496
Transamerica Financial Advisors
Florida
-$725K -7,839 Closed
GAM
497
Gotham Asset Management
New York
-$599K -6,481 Closed
PI
498
Putnam Investments
Massachusetts
-$521K -5,644 Closed
WC
499
Wexford Capital
Florida
-$467K -5,061 Closed
Baird Financial Group
500
Baird Financial Group
Wisconsin
-$338K -3,654 Closed

EXR Hedge Fund Activity: Q3 2020 in Review

483 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q3 2020, worth a combined $13.7B — up 18% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new EXR positions and 36 closed out — a net gain of 21 holders — while 163 added to existing stakes and 196 trimmed.

The largest buyer was Capital World Investors, adding an estimated $109M. The largest seller was Cohen & Steers, cutting an estimated $216M.

  • 483 institutional investors held Extra Space Storage (EXR) as of Q3 2020, up from 467 in Q2 2020.
  • Funds reported $13.7B of Extra Space Storage stock for Q3 2020, up 18% quarter-over-quarter.
  • 57 funds opened new Extra Space Storage positions in Q3 2020 and 36 closed out, a net change of +21 holders.
  • The largest Extra Space Storage buyer in Q3 2020 was Capital World Investors, an estimated $109M added.
  • The largest Extra Space Storage seller in Q3 2020 was Cohen & Steers, an estimated $216M sold.

Based on aggregated 13F filings for Q3 2020.