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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
First Trust Advisors
151
First Trust Advisors
Illinois
$4.37M -$1.24M -10,907 -22%
MSL
152
Mackay Shields LLC
New York
$4.33M +$1M +8,796 +31%
BFG
153
Berger Financial Group
Minnesota
$4.33M +$4.25M +37,361 New
MLICM
154
Metropolitan Life Insurance Company (MetLife)
New York
$4.32M -$115K -1,006 -3%
VLKIM
155
Van Lanschot Kempen Investment Management
Netherlands
$4.31M +$4.24M +37,200 New
ASRS
156
Arizona State Retirement System
Arizona
$4.29M -$258K -2,268 -6%
X
157
Xponance
Pennsylvania
$4.19M +$2.47M +21,728 +150%
Man Group
158
Man Group
United Kingdom
$3.96M +$2.6M +22,816 +201%
CC
159
Cipher Capital
New York
$3.9M +$1.8M +15,787 +88%
DCM
160
Dupont Capital Management
Delaware
$3.77M +$395K +3,472 +12%
SOMRS
161
State of Michigan Retirement System
Michigan
$3.76M -$56.9K -500 -2%
MIM
162
MetLife Investment Management
New Jersey
$3.64M -$153K -1,340 -4%
MWNA
163
Marshall Wace North America
New York
$3.62M +$3.56M +31,290 New
Skandinaviska Enskilda Banken (SEB)
164
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.6M +$1.23M +10,824 +53%
RJA
165
Raymond James & Associates
Florida
$3.56M +$35.9K +315 +1%
GIBU
166
Gulf International Bank (UK)
United Kingdom
$3.54M -$239K -2,100 -6%
BB
167
Bell Bank
North Dakota
$3.52M
Korea Investment Corp
168
Korea Investment Corp
South Korea
$3.38M -$945K -8,300 -22%
Handelsbanken Fonder
169
Handelsbanken Fonder
Sweden
$3.34M
ECM
170
EII Capital Management
New York
$3.33M +$176K +1,549 +6%
Bank of Nova Scotia
171
Bank of Nova Scotia
Ontario, Canada
$3.13M +$612K +5,372 +25%
US Bancorp
172
US Bancorp
Minnesota
$3.1M -$369K -3,242 -11%
O
173
Ossiam
France
$3.04M +$1.96M +17,199 +191%
SAM
174
Storebrand Asset Management
Norway
$2.99M
Stifel Financial
175
Stifel Financial
Missouri
$2.99M +$401K +3,519 +16%

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.