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Extra Space Storage

462 hedge funds and large institutions have $11.2B invested in Extra Space Storage in 2018 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 173 increasing their positions, 159 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more call options, than puts

Call options by funds: $37.6M | Put options by funds: $10.9M

38% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 40

2% more funds holding

Funds holding: 451462 (+11)

9% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 159

1.12% less ownership

Funds ownership: 103.13%102.01% (-1.1%)

14% less capital invested

Capital invested by funds: $13B → $11.2B (-$1.8B)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
462
Holders Change
+11
Holders Change %
+2.44%
% of All Funds
10.56%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
55
Increased
173
Reduced
159
Closed
40
Calls
$37.6M
Puts
$10.9M
Net Calls
+$26.7M
Net Calls Change
+$107M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
401
OneDigital Investment Advisors
Kansas
$31K
GLI
402
Guardian Life Insurance
New York
$31K +$835 +9 +3%
SLF
403
Sun Life Financial
Ontario, Canada
$30K -$225K -2,427 -87%
Loomis, Sayles & Company
404
Loomis, Sayles & Company
Massachusetts
$30K
GWM
405
Geneos Wealth Management
Colorado
$30K +$1.3K +14 +4%
CAW
406
Cornerstone Advisors (Washington)
Washington
$28K
Bessemer Group
407
Bessemer Group
New Jersey
$28K +$19.5K +210 +191%
CFGS
408
Concourse Financial Group Securities
Alabama
$26K +$27.9K +300 New
TRCT
409
Tower Research Capital (TRC)
New York
$25K -$1.89M -20,371 -99%
ASN
410
Advisory Services Network
Georgia
$25K -$2.69K -29 -9%
FHA
411
First Horizon Advisors
Tennessee
$25K -$1.95K -21 -7%
KA
412
Kaizen Advisory
Illinois
$24K
LFA
413
Legacy Financial Advisors
Kentucky
$24K
SWP
414
Stratos Wealth Partners
Ohio
$23K +$25.1K +270 New
IDBONY
415
Israel Discount Bank of New York
New York
$22K -$20.9K -225 -47%
GAM
416
Gemmer Asset Management
California
$21K
CAL
417
Capital Analysts LLC
Pennsylvania
$20K -$3.99K -43 -16%
WAM
418
Wealthspire Advisors (Maryland)
Maryland
$20K +$186 +2 +0.9%
JA
419
JOYN Advisors
Georgia
$20K +$1.21K +13 +6%
SSB
420
Sandy Spring Bank
Maryland
$18K
SWA
421
Sutton Wealth Advisors
Florida
$17.3K -$18.6K -200 -50%
CIA
422
CSat Investment Advisory
Michigan
$17K +$5.38K +58 +41%
Northwestern Mutual Wealth Management
423
Northwestern Mutual Wealth Management
Wisconsin
$16K -$371 -4 -2%
ST
424
Smithfield Trust
Pennsylvania
$16K
DSI
425
Daiwa SB Investments
Japan
$16K +$928 +10 +6%

EXR Hedge Fund Activity: Q3 2018 in Review

462 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q3 2018, worth a combined $11.2B — down 14% from $13B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new EXR positions and 40 closed out — a net gain of 15 holders — while 173 added to existing stakes and 159 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $75.5M. The largest seller was Cohen & Steers, cutting an estimated $271M.

  • 462 institutional investors held Extra Space Storage (EXR) as of Q3 2018, up from 451 in Q2 2018.
  • Funds reported $11.2B of Extra Space Storage stock for Q3 2018, down 14% quarter-over-quarter.
  • 55 funds opened new Extra Space Storage positions in Q3 2018 and 40 closed out, a net change of +15 holders.
  • The largest Extra Space Storage buyer in Q3 2018 was Janus Henderson Group, an estimated $75.5M added.
  • The largest Extra Space Storage seller in Q3 2018 was Cohen & Steers, an estimated $271M sold.

Based on aggregated 13F filings for Q3 2018.