Extra Space Storage
355 hedge funds and large institutions have $10.5B invested in Extra Space Storage in 2015 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 157 increasing their positions, 103 reducing their positions, and 23 closing their positions.
260% more call options, than puts
Call options by funds: $8.11M | Put options by funds: $2.25M
165% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 23
52% more repeat investments, than reductions
Existing positions increased: 157 | Existing positions reduced: 103
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
14% more capital invested
Capital invested by funds: $9.27B → $10.5B (+$1.27B)
11% more funds holding
Funds holding: 320 → 355 (+35)
0.95% less ownership
Funds ownership: 98.4% → 97.46% (-0.95%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$80M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$63.1M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
+$50.5M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
+$47.3M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$37.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
-$93.6M |
| 2 |
Cohen & Steers
New York
|
-$73.1M |
| 3 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$64.1M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$59.7M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$49.4M |
EXR Hedge Fund Activity: Q4 2015 in Review
355 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q4 2015, worth a combined $10.5B — up 14% from $9.27B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new EXR positions and 23 closed out — a net gain of 38 holders — while 157 added to existing stakes and 103 trimmed.
The largest buyer was Vanguard Group, adding an estimated $80M. The largest seller was VOYA Investment Management, cutting an estimated $93.6M.
- 355 institutional investors held Extra Space Storage (EXR) as of Q4 2015, up from 320 in Q3 2015.
- Funds reported $10.5B of Extra Space Storage stock for Q4 2015, up 14% quarter-over-quarter.
- 61 funds opened new Extra Space Storage positions in Q4 2015 and 23 closed out, a net change of +38 holders.
- The largest Extra Space Storage buyer in Q4 2015 was Vanguard Group, an estimated $80M added.
- The largest Extra Space Storage seller in Q4 2015 was VOYA Investment Management, an estimated $93.6M sold.
Based on aggregated 13F filings for Q4 2015.