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Extra Space Storage

389 hedge funds and large institutions have $10.7B invested in Extra Space Storage in 2017 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 146 increasing their positions, 141 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 28

17% more call options, than puts

Call options by funds: $14.3M | Put options by funds: $12.2M

2% more funds holding

Funds holding: 383389 (+6)

4% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 141

3% more capital invested

Capital invested by funds: $10.5B → $10.7B (+$285M)

0.22% more ownership

Funds ownership: 106.53%106.75% (+0.22%)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
389
Holders Change
+6
Holders Change %
+1.57%
% of All Funds
9.7%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.12%
New
41
Increased
146
Reduced
141
Closed
28
Calls
$14.3M
Puts
$12.2M
Net Calls
+$2.08M
Net Calls Change
+$5.92M
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
226
M&T Bank
New York
$848K +$27.8K +357 +3%
JIC
227
Johnson Investment Counsel
Ohio
$839K
QI
228
QS Investors
New York
$830K -$23.4K -300 -3%
COPPSERS
229
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$818K +$69K +886 +9%
WS
230
Wedbush Securities
California
$815K -$12.3K -158 -2%
WG
231
Winton Group
United Kingdom
$783K -$348K -4,477 -31%
AA
232
ALPS Advisors
Colorado
$749K -$100K -1,288 -12%
NB
233
Norinchukin Bank
Japan
$749K +$49.4K +635 +7%
OC
234
Oppenheimer & Co
New York
$749K +$729K +9,367 New
Fifth Third Bancorp
235
Fifth Third Bancorp
Ohio
$736K +$704K +9,049 +5,586%
CCM
236
Coldstream Capital Management
Washington
$728K +$3.27K +42 +0.5%
CM
237
Capital Management
Virginia
$707K
LTFS
238
Ladenburg Thalmann Financial Services
Florida
$702K +$8.25K +106 +1%
BG
239
Bahl & Gaynor
Ohio
$696K -$24.1K -310 -3%
ED
240
Exane Derivatives
France
$692K +$666K +8,550 +7,566%
DADC
241
D.A. Davidson & Co
Montana
$690K +$79.5K +1,021 +13%
GHCM
242
Glen Harbor Capital Management
California
$677K -$320K -4,114 -33%
PA
243
Profund Advisors
Maryland
$651K +$10.9K +140 +2%
VIA
244
Vident Investment Advisory
Georgia
$646K +$629K +8,084 New
CTA
245
Chesley Taft & Associates
Illinois
$637K +$15.6K +200 +3%
LSERS
246
Louisiana State Employees Retirement System
Louisiana
$631K +$7.78K +100 +1%
PAM
247
Panagora Asset Management
Massachusetts
$628K
DekaBank Deutsche Girozentrale
248
DekaBank Deutsche Girozentrale
Germany
$624K -$16.1K -207 -3%
KRS
249
Kentucky Retirement Systems
Kentucky
$618K -$26.5K -340 -4%
VIA
250
Virtus Investment Advisers
Connecticut
$615K -$91.9K -1,180 -13%

EXR Hedge Fund Activity: Q3 2017 in Review

389 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q3 2017, worth a combined $10.7B — up 2.7% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new EXR positions and 28 closed out — a net gain of 13 holders — while 146 added to existing stakes and 141 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $196M. The largest seller was Cohen & Steers, cutting an estimated $174M.

  • 389 institutional investors held Extra Space Storage (EXR) as of Q3 2017, up from 383 in Q2 2017.
  • Funds reported $10.7B of Extra Space Storage stock for Q3 2017, up 2.7% quarter-over-quarter.
  • 41 funds opened new Extra Space Storage positions in Q3 2017 and 28 closed out, a net change of +13 holders.
  • The largest Extra Space Storage buyer in Q3 2017 was Deutsche Bank, an estimated $196M added.
  • The largest Extra Space Storage seller in Q3 2017 was Cohen & Steers, an estimated $174M sold.

Based on aggregated 13F filings for Q3 2017.