Extra Space Storage
298 hedge funds and large institutions have $7.92B invested in Extra Space Storage in 2015 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 132 increasing their positions, 87 reducing their positions, and 22 closing their positions.
138% more call options, than puts
Call options by funds: $15.3M | Put options by funds: $6.44M
118% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 22
52% more repeat investments, than reductions
Existing positions increased: 132 | Existing positions reduced: 87
10% more funds holding
Funds holding: 272 → 298 (+26)
3.19% more ownership
Funds ownership: 96.73% → 99.93% (+3.2%)
4% more capital invested
Capital invested by funds: $7.6B → $7.92B (+$318M)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$293M |
| 2 |
State Street
Boston,
Massachusetts
|
+$139M |
| 3 |
Cohen & Steers
New York
|
+$113M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$60.4M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$39.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$149M |
| 2 |
JP Morgan Chase
New York
|
-$82.3M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$44.4M |
| 4 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$31.1M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$19M |
EXR Hedge Fund Activity: Q2 2015 in Review
298 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q2 2015, worth a combined $7.92B — up 4.2% from $7.6B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new EXR positions and 22 closed out — a net gain of 26 holders — while 132 added to existing stakes and 87 trimmed.
The largest buyer was Invesco, adding an estimated $293M. The largest seller was Principal Financial Group, cutting an estimated $149M.
- 298 institutional investors held Extra Space Storage (EXR) as of Q2 2015, up from 272 in Q1 2015.
- Funds reported $7.92B of Extra Space Storage stock for Q2 2015, up 4.2% quarter-over-quarter.
- 48 funds opened new Extra Space Storage positions in Q2 2015 and 22 closed out, a net change of +26 holders.
- The largest Extra Space Storage buyer in Q2 2015 was Invesco, an estimated $293M added.
- The largest Extra Space Storage seller in Q2 2015 was Principal Financial Group, an estimated $149M sold.
Based on aggregated 13F filings for Q2 2015.