Extra Space Storage
409 hedge funds and large institutions have $11.3B invested in Extra Space Storage in 2016 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 168 increasing their positions, 139 reducing their positions, and 36 closing their positions.
444% more call options, than puts
Call options by funds: $23.6M | Put options by funds: $4.33M
42% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 36
21% more repeat investments, than reductions
Existing positions increased: 168 | Existing positions reduced: 139
2% more funds holding
Funds holding: 401 → 409 (+8)
1% more capital invested
Capital invested by funds: $11.2B → $11.3B (+$137M)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
2.14% less ownership
Funds ownership: 99.78% → 97.65% (-2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$185M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$103M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$75.2M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$55.5M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$38.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
-$317M |
| 2 |
CGM
Capital Growth Management
Boston,
Massachusetts
|
-$59.8M |
| 3 |
Millennium Management
New York
|
-$55.1M |
| 4 |
PS
Presima Securities
Montreal,
Quebec, Canada
|
-$44.5M |
| 5 |
NIPH
NN Investment Partners Holdings
The Hague,
Netherlands
|
-$44.3M |
EXR Hedge Fund Activity: Q2 2016 in Review
409 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q2 2016, worth a combined $11.3B — up 1.2% from $11.2B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new EXR positions and 36 closed out — a net gain of 15 holders — while 168 added to existing stakes and 139 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $185M. The largest seller was Royal London Asset Management, cutting an estimated $317M.
- 409 institutional investors held Extra Space Storage (EXR) as of Q2 2016, up from 401 in Q1 2016.
- Funds reported $11.3B of Extra Space Storage stock for Q2 2016, up 1.2% quarter-over-quarter.
- 51 funds opened new Extra Space Storage positions in Q2 2016 and 36 closed out, a net change of +15 holders.
- The largest Extra Space Storage buyer in Q2 2016 was Cohen & Steers, an estimated $185M added.
- The largest Extra Space Storage seller in Q2 2016 was Royal London Asset Management, an estimated $317M sold.
Based on aggregated 13F filings for Q2 2016.