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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
DCM
301
Donaldson Capital Management
Indiana
$277K +$39.5K +507 +17%
AIS
302
American Investment Services
Massachusetts
$274K
Pacer Advisors
303
Pacer Advisors
Pennsylvania
$268K +$24.3K +312 +10%
ZCA
304
Zeke Capital Advisors
Pennsylvania
$268K +$261K +3,358 New
KRSITF
305
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$266K -$9.26K -119 -3%
MERSOM
306
Municipal Employees' Retirement System of Michigan
Michigan
$260K -$58.4K -750 -19%
CC
307
ClearArc Capital
Ohio
$259K +$13.7K +176 +6%
CCIA
308
Campbell & Co Investment Adviser
Maryland
$259K +$253K +3,244 New
TAF
309
Tredje AP-fonden
Sweden
$257K -$68.5K -880 -21%
BF
310
BOK Financial
Oklahoma
$249K -$9.73K -125 -4%
AIM
311
Achmea Investment Management
Netherlands
$248K +$242K +3,114 New
Commonwealth Equity Services
312
Commonwealth Equity Services
Massachusetts
$245K +$239K +3,067 New
AI
313
Atria Investments
North Carolina
$243K +$24K +308 +11%
HighTower Advisors
314
HighTower Advisors
Illinois
$242K -$21.1K -271 -8%
Federated Hermes
315
Federated Hermes
Pennsylvania
$240K +$16.7K +214 +8%
Mackenzie Financial
316
Mackenzie Financial
Ontario, Canada
$237K +$231K +2,964 New
AIP
317
Ameritas Investment Partners
Nebraska
$233K
MC
318
Menta Capital
California
$232K +$226K +2,900 New
BC
319
Brinker Capital
Pennsylvania
$229K +$223K +2,864 New
VFA
320
Voya Financial Advisors
Connecticut
$206K +$202K +2,599 New
Janney Montgomery Scott
321
Janney Montgomery Scott
Pennsylvania
$200K +$195K +2,507 New
LS
322
Livforsakringsbolaget Skandia
Sweden
$192K
Victory Capital Management
323
Victory Capital Management
Texas
$184K -$7.16K -92 -4%
RIM
324
Rampart Investment Management
Connecticut
$140K +$22.7K +292 +20%
RE
325
RBC Europe
United Kingdom
$136K +$132K +1,700 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.