Extra Space Storage
EXR
401 hedge funds and large institutions have $11.2B invested in Extra Space Storage in 2016 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 142 increasing their positions, 147 reducing their positions, and 36 closing their positions.
133% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 36
20% more call options, than puts
Call options by funds: $8.59M | Put options by funds: $7.17M
13% more funds holding
Funds holding: 355 → 401 (+46)
6% more capital invested
Capital invested by funds: $10.5B → $11.2B (+$611M)
2.32% more ownership
Funds ownership: 97.46% → 99.78% (+2.3%)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
3% less repeat investments, than reductions
Existing positions increased: 142 | Existing positions reduced: 147
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
+$308M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$191M |
| 3 |
State Street
Boston,
Massachusetts
|
+$113M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
+$107M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$82.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$203M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$115M |
| 3 |
Cohen & Steers
New York
|
-$90.5M |
| 4 |
IG
ING Group
Amsterdam,
Netherlands
|
-$76.5M |
| 5 |
Daiwa Securities Group
Tokyo,
Japan
|
-$61.5M |
EXR Hedge Fund Activity: Q1 2016 in Review
401 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q1 2016, worth a combined $11.2B — up 5.8% from $10.5B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new EXR positions and 36 closed out — a net gain of 48 holders — while 142 added to existing stakes and 147 trimmed.
The largest buyer was Royal London Asset Management, opening a new position worth an estimated $308M. The largest seller was BlackRock Fund Advisors, cutting an estimated $203M.
- 401 institutional investors held Extra Space Storage (EXR) as of Q1 2016, up from 355 in Q4 2015.
- Funds reported $11.2B of Extra Space Storage stock for Q1 2016, up 5.8% quarter-over-quarter.
- 84 funds opened new Extra Space Storage positions in Q1 2016 and 36 closed out, a net change of +48 holders.
- The largest Extra Space Storage buyer in Q1 2016 was Royal London Asset Management, an estimated $308M added.
- The largest Extra Space Storage seller in Q1 2016 was BlackRock Fund Advisors, an estimated $203M sold.
Based on aggregated 13F filings for Q1 2016.