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Extra Space Storage
EXR

Overview Fund Activity

395 hedge funds and large institutions have $10B invested in Extra Space Storage in 2016 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 145 increasing their positions, 148 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
-14
Holders Change %
-3.42%
% of All Funds
10.56%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.19%
New
58
Increased
145
Reduced
148
Closed
68
Calls
$24.1M
Puts
$7.13M
Net Calls
+$17M
Net Calls Change
-$2.29M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.08B
2
Invesco
Invesco
Georgia
$492M
3
SAMC
Shinko Asset Management Company
Japan
$225M
4
SCRM
Security Capital Research & Management
Illinois
$84.2M
5
SBAM
Santa Barbara Asset Management
California
$79.4M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$46.8M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$71.9M
3
O
OppenheimerFunds
New York
$0
4
PI
PGGM Investments
Netherlands
$147M
5
GE
General Electric
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MFS
376
MSI Financial Services
Massachusetts
$13K – – –
TFO
377
Tarbox Family Office
California
$10K – – –
Bessemer Group
378
Bessemer Group
New Jersey
$9K +$9K +108 New
RBC
379
Roble Belko & Company
Pennsylvania
$9K +$9K +111 New
ED
380
Exane Derivatives
France
$8.5K +$873 +11 +11%
VOYA Investment Management
381
VOYA Investment Management
Georgia
$6.79K +$123 +1,554 +2%
GAM
382
Gemmer Asset Management
California
$6K – – –
AC
383
Alexandria Capital
Virginia
$5K – – –
WIC
384
Woodmont Investment Counsel
Tennessee
$4K +$4K +46 New
TWA
385
TCI Wealth Advisors
Arizona
$3K – – –
HNB
386
Huntington National Bank
Ohio
$3K +$706 +8 +31%
TDC
387
Thompson Davis & Co
Virginia
$3K +$771 +9 +35%
EFSCE
388
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
NC
389
NewSquare Capital
Pennsylvania
$2K +$2K +28 New
FAM
390
Fortaleza Asset Management
Illinois
$1.59K – – –
HCM
391
Herndon Capital Management
Georgia
$1K – – –
PIA
392
Piedmont Investment Advisors
North Carolina
$397 – – –
O
393
OppenheimerFunds
New York
– -$71.9M -776,673 Closed
GE
394
General Electric
Ohio
– -$37.4M -403,739 Closed
HCMT
395
Highland Capital Management (Texas)
Texas
– -$11.9M -128,267 Closed
WI
396
WBI Investments
New Jersey
– -$11.6M -125,102 Closed
BREA
397
Barings Real Estate Advisers
Connecticut
– -$10.5M -113,956 Closed
Lord, Abbett & Co
398
Lord, Abbett & Co
New Jersey
– -$8.98M -97,065 Closed
Fidelity International
399
Fidelity International
Bermuda
– -$8.23M -88,959 Closed
CPC
400
Cookson Peirce & Co
Pennsylvania
– -$7.92M -85,605 Closed
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16
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