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STAY

Extended Stay America, Inc. Paired Share Unit
STAY

Delisted

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

262 hedge funds and large institutions have $3.38B invested in Extended Stay America, Inc. Paired Share Unit in 2021 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 56 increasing their positions, 93 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 42

102% more call options, than puts

Call options by funds: $99.2M | Put options by funds: $49.2M

41% more capital invested

Capital invested by funds: $2.4B → $3.38B (+$979M)

19% more funds holding

Funds holding: 221262 (+41)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

40% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 93

Holders
262
Holders Change
+41
Holders Change %
+18.55%
% of All Funds
4.6%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
85
Increased
56
Reduced
93
Closed
42
Calls
$99.2M
Puts
$49.2M
Net Calls
+$50M
Net Calls Change
+$21.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SCGM
1
Starwood Capital Group Management
Florida
$330M
Vanguard Group
2
Vanguard Group
Pennsylvania
$289M +$4.64M +284,402 +2%
Millennium Management
3
Millennium Management
New York
$165M +$126M +7,689,874 +1,120%
BlackRock
4
BlackRock
New York
$149M -$5.58M -341,918 -4%
ZP
5
Zimmer Partners
New York
$137M +$35.7M +2,185,500 +46%
TC
6
Tarsadia Capital
New York
$113M +$50.2M +3,073,719 +117%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$97.1M -$11.2M -687,097 -12%
RRAM
8
River Road Asset Management
Kentucky
$96.6M -$13M -795,787 -14%
CB
9
Cooke & Bieler
Pennsylvania
$81.8M +$14.6M +893,291 +27%
HRCM
10
Hawk Ridge Capital Management
California
$69.4M -$1.51M -92,513 -3%
LPC
11
Long Pond Capital
New York
$69.1M -$1.5M -91,603 -3%
SAM
12
Southernsun Asset Management
Tennessee
$61.5M -$4.84M -296,447 -9%
WIC
13
Water Island Capital
New York
$56.4M +$46.6M +2,853,416 New
RP
14
Reinhart Partners
Wisconsin
$55.8M +$4.47M +273,976 +11%
State Street
15
State Street
Massachusetts
$49.8M +$75.1K +4,604 +0.2%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$49M -$5.37M -328,708 -12%
Balyasny Asset Management
17
Balyasny Asset Management
Illinois
$48.7M +$40.3M +2,466,264 New
HI
18
HBK Investments
Texas
$47.7M +$39.4M +2,416,649 New
Geode Capital Management
19
Geode Capital Management
Massachusetts
$42.5M +$712K +43,608 +2%
NSCM
20
New South Capital Management
Tennessee
$40.3M -$495K -30,300 -1%
Principal Financial Group
21
Principal Financial Group
Iowa
$39.1M -$777K -47,580 -2%
ICOM
22
Investment Counselors of Maryland
Maryland
$38.5M -$7.2M -441,329 -18%
WCMNY
23
Westchester Capital Management (New York)
New York
$37.4M +$30.9M +1,895,145 New
Goldman Sachs
24
Goldman Sachs
New York
$35.2M +$24.1M +1,474,142 +479%
Franklin Resources
25
Franklin Resources
California
$35.1M -$10.1M -621,210 -26%

STAY Hedge Fund Activity: Q1 2021 in Review

262 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Extended Stay America, Inc. Paired Share Unit (STAY) for Q1 2021, worth a combined $3.38B — up 41% from $2.4B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new STAY positions and 42 closed out — a net gain of 43 holders — while 56 added to existing stakes and 93 trimmed.

The largest buyer was Millennium Management, adding an estimated $126M. The largest seller was Fidelity Investments, cutting an estimated $174M.

  • 262 institutional investors held Extended Stay America, Inc. Paired Share Unit (STAY) as of Q1 2021, up from 221 in Q4 2020.
  • Funds reported $3.38B of Extended Stay America, Inc. Paired Share Unit stock for Q1 2021, up 41% quarter-over-quarter.
  • 85 funds opened new Extended Stay America, Inc. Paired Share Unit positions in Q1 2021 and 42 closed out, a net change of +43 holders.
  • The largest Extended Stay America, Inc. Paired Share Unit buyer in Q1 2021 was Millennium Management, an estimated $126M added.
  • The largest Extended Stay America, Inc. Paired Share Unit seller in Q1 2021 was Fidelity Investments, an estimated $174M sold.

Based on aggregated 13F filings for Q1 2021.