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Extra Space Storage
EXR

251 hedge funds and large institutions have $4.94B invested in Extra Space Storage in 2013 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 114 increasing their positions, 84 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

99% more call options, than puts

Call options by funds: $4.64M | Put options by funds: $2.33M

36% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 84

12% more capital invested

Capital invested by funds: $4.4B → $4.94B (+$537M)

12% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 25

2.47% more ownership

Funds ownership: 94.78% → 97.25% (+2.5%)

0% more funds holding

Funds holding: 250 → 251 (+1)

Holders
251
Holders Change
+1
Holders Change %
+0.4%
% of All Funds
8.14%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
28
Increased
114
Reduced
84
Closed
25
Calls
$4.64M
Puts
$2.33M
Net Calls
+$2.31M
Net Calls Change
+$2.12M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$60.6M
2
SMDAM
Sumitomo Mitsui DS Asset Management
Japan
+$30.5M
3
BNP Paribas Asset Management
BNP Paribas Asset Management
France
+$25.4M
4
Principal Financial Group
Principal Financial Group
Iowa
+$21.2M
5
N
Nuveen
North Carolina
+$16.2M

Top Sellers

Rank Fund Capital Flow
1
LIMS
Lasalle Investment Management Securities
Maryland
-$43M
2
Cohen & Steers
Cohen & Steers
New York
-$19.4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$14.2M
4
FWCM
Ferguson Wellman Capital Management
Oregon
-$13.3M
5
JHIU
Janus Henderson Investors US
Colorado
-$12.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
226
Stux Capital Management
New York
$210K -$17.3K -400 -8%
QI
227
QS Investors
New York
$210K +$199K +4,600 New
HIMCH
228
Hartford Investment Management Co (HIMCO)
Connecticut
$207K +$196K +4,535 New
Envestnet Asset Management
229
Envestnet Asset Management
Illinois
$205K +$61.1K +1,412 +46%
B
230
Barings
North Carolina
$201K +$191K +4,400 New
IOOF
231
Independent Order of Foresters
Ontario, Canada
$160K -$86.6K -2,000 -36%
KCMRT
232
Kemper Corp Master Retirement Trust
Illinois
$159K +$866 +20 +0.6%
RA
233
Rational Advisors
New York
$150K -$1.13K -26 -0.8%
PNC Financial Services Group
234
PNC Financial Services Group
Pennsylvania
$150K +$20.5K +474 +17%
PSI
235
Pinnacle Summer Investments
Virginia
$147K -$559K -12,917 -80%
TRCT
236
Tower Research Capital (TRC)
New York
$116K -$218K -5,042 -67%
HR
237
Howe & Rusling
New York
$92K +$86.6K +2,000 New
LTFS
238
Ladenburg Thalmann Financial Services
Florida
$85K +$24.8K +573 +44%
First Manhattan
239
First Manhattan
New York
$68K – – –
Creative Planning
240
Creative Planning
Kansas
$53K +$26.5K +611 +111%
OA
241
OFI Advisors
Pennsylvania
$52K -$693 -16 -1%
Canada Pension Plan Investment Board
242
Canada Pension Plan Investment Board
Ontario, Canada
$27K +$26K +600 New
GT
243
Glenmede Trust
Pennsylvania
$26K – – –
Zurich Cantonal Bank
244
Zurich Cantonal Bank
Switzerland
$23K – – –
Manulife (Manufacturers Life Insurance)
245
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.41K +$150K +3,470 +3%
PAS
246
Partnervest Advisory Services
California
$6K +$606 +14 +13%
PIA
247
Piedmont Investment Advisors
North Carolina
$5.21K -$2.3M -53,086 -100%
EFSCE
248
Enterprise Financial Services Corp (EFSC)
Missouri
$5K – – –
AC
249
Alexandria Capital
Virginia
$3K +$1.3K +30 +100%
CPS
250
Counsel Portfolio Services
Ontario, Canada
$2.42K +$2.3M +53,000 New
8 9
10
11 12

EXR Hedge Fund Activity: Q3 2013 in Review

251 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q3 2013, worth a combined $4.94B — up 12% from $4.4B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new EXR positions and 25 closed out — a net gain of 3 holders — while 114 added to existing stakes and 84 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $60.6M. The largest seller was Lasalle Investment Management Securities, cutting an estimated $43M.

  • 251 institutional investors held Extra Space Storage (EXR) as of Q3 2013, up from 250 in Q2 2013.
  • Funds reported $4.94B of Extra Space Storage stock for Q3 2013, up 12% quarter-over-quarter.
  • 28 funds opened new Extra Space Storage positions in Q3 2013 and 25 closed out, a net change of +3 holders.
  • The largest Extra Space Storage buyer in Q3 2013 was JP Morgan Chase, an estimated $60.6M added.
  • The largest Extra Space Storage seller in Q3 2013 was Lasalle Investment Management Securities, an estimated $43M sold.

Based on aggregated 13F filings for Q3 2013.