We are live on ! Find out more
EXR icon

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
Mackenzie Financial
151
Mackenzie Financial
Ontario, Canada
$3.6M +$1.3M +12,611 +60%
Two Sigma Investments
152
Two Sigma Investments
New York
$3.53M +$2.91M +28,129 +576%
SOMRS
153
State of Michigan Retirement System
Michigan
$3.53M
MIM
154
MetLife Investment Management
New Jersey
$3.5M -$107K -1,036 -3%
GIBU
155
Gulf International Bank (UK)
United Kingdom
$3.49M -$41.4K -401 -1%
BB
156
Bell Bank
North Dakota
$3.25M
RJA
157
Raymond James & Associates
Florida
$3.25M +$139K +1,342 +5%
US Bancorp
158
US Bancorp
Minnesota
$3.21M -$470K -4,544 -13%
DCM
159
Dupont Capital Management
Delaware
$3.11M -$1.33M -12,863 -31%
MCM
160
MKP Capital Management
New York
$3.1M +$3M +29,000 New
Handelsbanken Fonder
161
Handelsbanken Fonder
Sweden
$3.08M
URS
162
Utah Retirement Systems
Utah
$3.07M +$31K +300 +1%
MSL
163
Mackay Shields LLC
New York
$3.06M +$69.3K +670 +2%
ECM
164
EII Capital Management
New York
$2.91M -$35.5K -343 -1%
LAM
165
LifePro Asset Management
California
$2.88M
PAM
166
Panagora Asset Management
Massachusetts
$2.8M +$973K +9,415 +56%
State of Tennessee, Department of Treasury
167
State of Tennessee, Department of Treasury
Tennessee
$2.79M -$49.3K -477 -2%
AAM
168
Advisors Asset Management
Colorado
$2.78M -$276K -2,666 -9%
SAM
169
Storebrand Asset Management
Norway
$2.76M +$144K +1,390 +6%
MNG
170
Manning & Napier Group
New York
$2.69M +$484K +4,682 +23%
NAM
171
Nissay Asset Management
Japan
$2.63M +$60.5K +585 +2%
TPSF
172
Texas Permanent School Fund
Texas
$2.54M +$98.5K +953 +4%
OAM
173
Optimal Asset Management
California
$2.52M +$380K +3,677 +19%
S
174
Seeyond
France
$2.49M +$46.8K +453 +2%
JG
175
Jefferies Group
New York
$2.46M +$2.38M +22,989 New

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.