Extra Space Storage
247 hedge funds and large institutions have $5.82B invested in Extra Space Storage in 2014 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 89 increasing their positions, 102 reducing their positions, and 34 closing their positions.
2,820% more call options, than puts
Call options by funds: $2.98M | Put options by funds: $102K
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
5% less capital invested
Capital invested by funds: $6.11B → $5.82B (-$293M)
1.64% less ownership
Funds ownership: 98.96% → 97.32% (-1.6%)
7% less funds holding
Funds holding: 265 → 247 (-18)
13% less repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 102
47% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 34
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$124M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$51.4M |
| 3 |
IG
ING Group
Amsterdam,
Netherlands
|
+$38.5M |
| 4 |
PI
PGGM Investments
Zeist,
Netherlands
|
+$30.3M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$24.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CGM
Capital Growth Management
Boston,
Massachusetts
|
-$80.8M |
| 2 |
Cohen & Steers
New York
|
-$66.6M |
| 3 |
JP Morgan Chase
New York
|
-$57.8M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$46.7M |
| 5 |
CA
Cortland Advisers
Wilmington,
Delaware
|
-$41.3M |
EXR Hedge Fund Activity: Q3 2014 in Review
247 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q3 2014, worth a combined $5.82B — down 4.8% from $6.11B a quarter earlier.
Sellers outnumbered buyers: 34 funds closed out of EXR and 18 opened new positions — a net loss of 16 holders — while 102 trimmed existing stakes and 89 added.
The largest buyer was Fidelity Investments, adding an estimated $124M. The largest seller was Capital Growth Management, exiting entirely with an estimated $80.8M sold.
- 247 institutional investors held Extra Space Storage (EXR) as of Q3 2014, down from 265 in Q2 2014.
- Funds reported $5.82B of Extra Space Storage stock for Q3 2014, down 4.8% quarter-over-quarter.
- 18 funds opened new Extra Space Storage positions in Q3 2014 and 34 closed out, a net change of -16 holders.
- The largest Extra Space Storage buyer in Q3 2014 was Fidelity Investments, an estimated $124M added.
- The largest Extra Space Storage seller in Q3 2014 was Capital Growth Management, an estimated $80.8M sold.
Based on aggregated 13F filings for Q3 2014.