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Extra Space Storage

482 hedge funds and large institutions have $14.8B invested in Extra Space Storage in 2020 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 191 increasing their positions, 176 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $4.44M | Put options by funds: $3.74M

8% more capital invested

Capital invested by funds: $13.7B → $14.8B (+$1.11B)

9% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 176

8% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 51

0% less funds holding

Funds holding: 483482 (-1)

0.55% less ownership

Funds ownership: 99.36%98.81% (-0.55%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
482
Holders Change
-1
Holders Change %
-0.21%
% of All Funds
8.53%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
55
Increased
191
Reduced
176
Closed
51
Calls
$4.44M
Puts
$3.74M
Net Calls
+$695K
Net Calls Change
-$17.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
126
Guggenheim Capital
Illinois
$8.98M -$1.9M -16,705 -18%
Millennium Management
127
Millennium Management
New York
$8.71M -$2.97M -26,103 -26%
Marshall Wace
128
Marshall Wace
United Kingdom
$8.62M +$8.48M +74,432 New
VOYA Investment Management
129
VOYA Investment Management
Georgia
$8.34M -$545K -4,790 -6%
SYBT
130
Stock Yards Bank & Trust
Kentucky
$8.13M -$78.9K -693 -1%
GCA
131
GSI Capital Advisors
California
$7.99M +$501K +4,400 +7%
Zurich Cantonal Bank
132
Zurich Cantonal Bank
Switzerland
$7.93M +$503K +4,416 +7%
AIMCA
133
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$7.43M +$774K +6,800 +12%
Victory Capital Management
134
Victory Capital Management
Texas
$7.4M +$1.86M +16,352 +34%
Mackenzie Financial
135
Mackenzie Financial
Ontario, Canada
$7.25M +$3.29M +28,892 +86%
CI Investments Inc
136
CI Investments Inc
Ontario, Canada
$7.16M -$35.3K -310 -0.5%
Arrowstreet Capital
137
Arrowstreet Capital
Massachusetts
$7.04M +$6.92M +60,783 New
MLL
138
Moody Lynn & Lieberson
Massachusetts
$6.61M +$53K +465 +0.8%
SOADOR
139
State of Alaska Department of Revenue
Alaska
$6.6M -$117K -1,027 -2%
Royal London Asset Management
140
Royal London Asset Management
United Kingdom
$5.52M -$158K -1,385 -3%
FAF
141
Fjarde Ap-fonden
Sweden
$5.43M -$148K -1,300 -3%
CB
142
Commerce Bank
Missouri
$5.3M +$230K +2,019 +5%
Natixis Advisors
143
Natixis Advisors
Massachusetts
$5.14M +$94.5K +830 +2%
EVM
144
Eaton Vance Management
Massachusetts
$5.06M -$981K -8,615 -16%
State of Tennessee, Department of Treasury
145
State of Tennessee, Department of Treasury
Tennessee
$5M +$1.94M +17,062 +65%
WorldQuant Millennium Advisors
146
WorldQuant Millennium Advisors
New York
$4.88M
Comerica Bank
147
Comerica Bank
Texas
$4.78M -$321K -2,818 -6%
LM
148
Lincluden Management
Ontario, Canada
$4.74M +$2.68M +23,500 +135%
JCM
149
Jacobsen Capital Management
Utah
$4.6M -$2.85K -25 -0.1%
ProShare Advisors
150
ProShare Advisors
Maryland
$4.39M +$125K +1,101 +3%

EXR Hedge Fund Activity: Q4 2020 in Review

482 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q4 2020, worth a combined $14.8B — up 8.1% from $13.7B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new EXR positions and 51 closed out — a net gain of 4 holders — while 191 added to existing stakes and 176 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $148M. The largest seller was Capital World Investors, cutting an estimated $207M.

  • 482 institutional investors held Extra Space Storage (EXR) as of Q4 2020, down from 483 in Q3 2020.
  • Funds reported $14.8B of Extra Space Storage stock for Q4 2020, up 8.1% quarter-over-quarter.
  • 55 funds opened new Extra Space Storage positions in Q4 2020 and 51 closed out, a net change of +4 holders.
  • The largest Extra Space Storage buyer in Q4 2020 was Cohen & Steers, an estimated $148M added.
  • The largest Extra Space Storage seller in Q4 2020 was Capital World Investors, an estimated $207M sold.

Based on aggregated 13F filings for Q4 2020.