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.
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: 7 → 7 (0)
0.89% less ownership
Funds ownership: 99.85% → 98.95% (-0.89%)
7% less funds holding
Funds holding: 494 → 459 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PGGM Investments
Zeist,
Netherlands
|
+$134M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$115M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$72.5M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$61.5M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$42.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$123M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$69.8M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$59.1M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$49.1M |
| 5 |
Millennium Management
New York
|
-$48.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
526
Fidelity International
Hamilton,
Bermuda
| – | -$2K | -15 | Closed |
|
|
JSC
527
Jackson Square Capital
San Francisco,
California
| – | -$2K | -15 | Closed |
|
|
EWA
528
Evolution Wealth Advisors
Aventura,
Florida
| – | -$1K | -14 | Closed |
|
|
SQA
529
Simon Quick Advisors
Morristown,
New Jersey
| – | -$1K | -12 | Closed |
|
|
PWP
530
Personal Wealth Partners
Bloomington,
Minnesota
| – | -$1K | -9 | Closed |
|
|
EWM
531
EPG Wealth Management
Atlanta,
Georgia
| – | +$208 | +2 | New |
|
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.