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Extra Space Storage

380 hedge funds and large institutions have $9.87B invested in Extra Space Storage in 2016 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 145 increasing their positions, 152 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more call options, than puts

Call options by funds: $15.7M | Put options by funds: $5.11M

0.85% more ownership

Funds ownership: 100.76%101.61% (+0.85%)

1% less capital invested

Capital invested by funds: $10B → $9.87B (-$143M)

5% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 152

4% less funds holding

Funds holding: 395380 (-15)

12% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 51

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
380
Holders Change
-15
Holders Change %
-3.8%
% of All Funds
9.5%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
45
Increased
145
Reduced
152
Closed
51
Calls
$15.7M
Puts
$5.11M
Net Calls
+$10.6M
Net Calls Change
-$6.32M
Name Holding Trade Value Shares
Change
Change in
Stake
RBC
426
Roble Belko & Company
Pennsylvania
-$9K -111 Closed
WIC
427
Woodmont Investment Counsel
Tennessee
-$4K -46 Closed
NC
428
NewSquare Capital
Pennsylvania
-$2K -28 Closed
HCM
429
Herndon Capital Management
Georgia
-$1K -12 Closed

EXR Hedge Fund Activity: Q4 2016 in Review

380 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q4 2016, worth a combined $9.87B — down 1.4% from $10B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of EXR and 45 opened new positions — a net loss of 6 holders — while 152 trimmed existing stakes and 145 added.

The largest buyer was Cohen & Steers, adding an estimated $126M. The largest seller was Janus Henderson Investors US, cutting an estimated $97.5M.

  • 380 institutional investors held Extra Space Storage (EXR) as of Q4 2016, down from 395 in Q3 2016.
  • Funds reported $9.87B of Extra Space Storage stock for Q4 2016, down 1.4% quarter-over-quarter.
  • 45 funds opened new Extra Space Storage positions in Q4 2016 and 51 closed out, a net change of -6 holders.
  • The largest Extra Space Storage buyer in Q4 2016 was Cohen & Steers, an estimated $126M added.
  • The largest Extra Space Storage seller in Q4 2016 was Janus Henderson Investors US, an estimated $97.5M sold.

Based on aggregated 13F filings for Q4 2016.