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STAY

Extended Stay America, Inc. Paired Share Unit
STAY

Delisted

STAY was delisted on the 15th of June, 2021.

218 hedge funds and large institutions have $1.76B invested in Extended Stay America, Inc. Paired Share Unit in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 69 increasing their positions, 96 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $51.1M | Put options by funds: $33.4M

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

4% more capital invested

Capital invested by funds: $1.69B → $1.76B (+$64.7M)

4% less funds holding

Funds holding: 226218 (-8)

26% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 31

28% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 96

Holders
218
Holders Change
-8
Holders Change %
-3.54%
% of All Funds
4.4%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.18%
New
23
Increased
69
Reduced
96
Closed
31
Calls
$51.1M
Puts
$33.4M
Net Calls
+$17.7M
Net Calls Change
+$7.67M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$168M -$13.4M -1,116,542 -7%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$124M +$45.3M +3,781,597 +57%
BlackRock
3
BlackRock
New York
$113M +$2.48M +206,658 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$71M +$2.41M +200,960 +4%
RRAM
5
River Road Asset Management
Kentucky
$65M -$157K -13,101 -0.2%
ZP
6
Zimmer Partners
New York
$53.8M -$12.3M -1,025,000 -19%
SAM
7
Southernsun Asset Management
Tennessee
$47M -$477K -39,807 -1%
CB
8
Cooke & Bieler
Pennsylvania
$40.1M -$304K -25,315 -0.7%
HRCM
9
Hawk Ridge Capital Management
California
$39.7M +$6.32M +527,200 +19%
Bank of America
10
Bank of America
North Carolina
$39.2M +$33.2M +2,767,333 +540%
DKCM
11
Davidson Kempner Capital Management
New York
$38.5M
Franklin Resources
12
Franklin Resources
California
$32.5M +$5.67M +472,762 +21%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$31.7M -$1.01M -83,874 -3%
CP
14
Centerbridge Partners
New York
$30.3M -$8.44M -704,185 -22%
Ameriprise
15
Ameriprise
Minnesota
$29.9M -$7.76M -647,614 -21%
State Street
16
State Street
Massachusetts
$29.5M +$379K +31,627 +1%
Schroder Investment Management Group
17
Schroder Investment Management Group
United Kingdom
$29.3M -$1.35M -112,207 -4%
Westfield Capital Management
18
Westfield Capital Management
Massachusetts
$29.1M +$5.76M +480,145 +25%
RP
19
Reinhart Partners
Wisconsin
$28.7M +$2M +166,404 +7%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$28.2M -$3.18M -265,579 -10%
Fuller & Thaler Asset Management
21
Fuller & Thaler Asset Management
California
$27.9M -$10.1M -845,206 -27%
Brown Advisory
22
Brown Advisory
Maryland
$27.1M -$125K -10,385 -0.5%
ICOM
23
Investment Counselors of Maryland
Maryland
$27.1M +$3.42M +284,936 +14%
SC
24
Sasco Capital
Connecticut
$26.7M -$3.6M -300,310 -12%
Norges Bank
25
Norges Bank
Norway
$26.4M -$3.59M -299,287 -12%

STAY Hedge Fund Activity: Q3 2020 in Review

218 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Extended Stay America, Inc. Paired Share Unit (STAY) for Q3 2020, worth a combined $1.76B — up 3.8% from $1.69B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of STAY and 23 opened new positions — a net loss of 8 holders — while 96 trimmed existing stakes and 69 added.

The largest buyer was Fidelity Investments, adding an estimated $45.3M. The largest seller was Long Pond Capital, cutting an estimated $41M.

  • 218 institutional investors held Extended Stay America, Inc. Paired Share Unit (STAY) as of Q3 2020, down from 226 in Q2 2020.
  • Funds reported $1.76B of Extended Stay America, Inc. Paired Share Unit stock for Q3 2020, up 3.8% quarter-over-quarter.
  • 23 funds opened new Extended Stay America, Inc. Paired Share Unit positions in Q3 2020 and 31 closed out, a net change of -8 holders.
  • The largest Extended Stay America, Inc. Paired Share Unit buyer in Q3 2020 was Fidelity Investments, an estimated $45.3M added.
  • The largest Extended Stay America, Inc. Paired Share Unit seller in Q3 2020 was Long Pond Capital, an estimated $41M sold.

Based on aggregated 13F filings for Q3 2020.