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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
CB
276
Commerce Bank
Missouri
$421K -$31.1K -400 -7%
MWM
277
Merriman Wealth Management
Washington
$416K
LMGAM
278
Liberty Mutual Group Asset Management
Massachusetts
$408K -$212K -2,718 -35%
FC
279
FCA Corp
Texas
$408K
Brown Advisory
280
Brown Advisory
Maryland
$394K
IA
281
IFP Advisors
Florida
$393K -$32.1K -413 -8%
KCMRT
282
Kemper Corp Master Retirement Trust
Illinois
$390K +$3.89K +50 +1%
CI
283
Cigna Investments
Connecticut
$386K -$78 -1 -0%
GLA
284
Great Lakes Advisors
Illinois
$382K -$20.7K -266 -5%
APFBOT
285
Amica Pension Fund Board of Trustees
Rhode Island
$380K -$2.93M -37,687 -89%
AFNAS
286
American Financial Network Advisory Services
California
$378K +$368K +4,731 New
RCM
287
Riverhead Capital Management
Delaware
$368K -$167K -2,150 -32%
SS
288
Simplicity Solutions
Minnesota
$366K +$356K +4,579 New
LP
289
LMR Partners
United Kingdom
$365K -$728K -9,347 -67%
ACM
290
Alethea Capital Management
Washington
$358K +$348K +4,476 New
IG
291
ING Group
Netherlands
$358K +$349K +4,481 New
II
292
IFM Investors
Australia
$348K
GCMG
293
Gyroscope Capital Management Group
Florida
$330K +$25.8K +331 +9%
TC
294
Telemus Capital
Michigan
$320K
AP
295
Advisor Partners
California
$319K +$30.2K +388 +11%
TAM
296
Tyers Asset Management
Texas
$318K -$151K -1,936 -33%
YMRC
297
Yorktown Management & Research Company
Virginia
$312K +$304K +3,900 New
EOJOAM
298
E. Ohman J:or Asset Management
Sweden
$312K
GXMC
299
Global X Management Company
New York
$310K +$46.9K +602 +18%
D.E. Shaw & Co
300
D.E. Shaw & Co
New York
$291K +$283K +3,640 New

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.