We are live on ! Find out more
EXR icon

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
CG
251
Clinton Group
New York
$591K -$68K -874 -11%
CCM
252
Cadence Capital Management
Massachusetts
$585K -$13.9K -178 -2%
MCIM
253
Meadow Creek Investment Management
Georgia
$557K -$264K -3,388 -33%
BCM
254
BlueCrest Capital Management
Jersey
$555K -$2.53M -32,454 -82%
FWIA
255
Fort Washington Investment Advisors
Ohio
$551K -$740K -9,505 -58%
Stifel Financial
256
Stifel Financial
Missouri
$550K +$35.7K +459 +7%
LIA
257
LS Investment Advisors
Michigan
$526K +$24.1K +310 +5%
FWCM
258
First Western Capital Management
California
$520K -$62.3K -800 -11%
SI
259
SII Investments
Wisconsin
$519K -$21.9K -281 -4%
AMI
260
Amica Mutual Insurance
Rhode Island
$515K -$3.54M -45,526 -88%
SHGA
261
Sand Hill Global Advisors
California
$515K -$199K -2,555 -28%
MYAM
262
Meiji Yasuda Asset Management
Japan
$509K -$31.1K -400 -6%
MF
263
Magnetar Financial
Illinois
$495K -$490K -6,294 -50%
SLF
264
Sun Life Financial
Ontario, Canada
$492K +$408K +5,239 +570%
Creative Planning
265
Creative Planning
Kansas
$479K +$6.23K +80 +1%
GAM
266
Gotham Asset Management
New York
$466K +$454K +5,828 New
SAM
267
Shell Asset Management
Netherlands
$460K -$326K -4,194 -42%
GL
268
GLG LLC
New York
$454K -$41.1K -528 -9%
OI
269
Oakbrook Investments
Illinois
$454K +$85.6K +1,100 +24%
AAM
270
Advisors Asset Management
Colorado
$449K +$45.8K +589 +12%
AG
271
Advisor Group
Arizona
$448K +$21.3K +274 +5%
FA
272
FDx Advisors
Illinois
$440K +$428K +5,501 New
EP
273
Elkfork Partners
Oregon
$438K -$207K -2,662 -33%
FQ
274
First Quadrant
California
$426K
NA
275
Navellier & Associates
Nevada
$422K -$10.4K -133 -2%

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.