Extra Space Storage
272 hedge funds and large institutions have $7.6B invested in Extra Space Storage in 2015 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 101 increasing their positions, 106 reducing their positions, and 33 closing their positions.
97% more call options, than puts
Call options by funds: $2.64M | Put options by funds: $1.34M
16% more capital invested
Capital invested by funds: $6.55B → $7.6B (+$1.05B)
0.67% more ownership
Funds ownership: 96.06% → 96.73% (+0.67%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 33
5% less repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 106
1% less funds holding
Funds holding: 276 → 272 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
+$64.5M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$58M |
| 3 |
CGM
Capital Growth Management
Boston,
Massachusetts
|
+$43.3M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$42M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$39.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PGGM Investments
Zeist,
Netherlands
|
-$68.7M |
| 2 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$65.8M |
| 3 |
JP Morgan Chase
New York
|
-$60.8M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$40.7M |
| 5 |
Bank of New York Mellon
New York
|
-$22.6M |
EXR Hedge Fund Activity: Q1 2015 in Review
272 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q1 2015, worth a combined $7.6B — up 16% from $6.55B a quarter earlier.
Fund positioning in EXR was balanced in Q1 2015: 33 funds opened new positions, 33 closed out, 101 added to existing stakes and 106 trimmed.
The largest buyer was Perkins Investment Management, opening a new position worth an estimated $64.5M. The largest seller was PGGM Investments, cutting an estimated $68.7M.
- 272 institutional investors held Extra Space Storage (EXR) as of Q1 2015, down from 276 in Q4 2014.
- Funds reported $7.6B of Extra Space Storage stock for Q1 2015, up 16% quarter-over-quarter.
- 33 funds opened new Extra Space Storage positions in Q1 2015 and 33 closed out, a net change of 0 holders.
- The largest Extra Space Storage buyer in Q1 2015 was Perkins Investment Management, an estimated $64.5M added.
- The largest Extra Space Storage seller in Q1 2015 was PGGM Investments, an estimated $68.7M sold.
Based on aggregated 13F filings for Q1 2015.