Extra Space Storage
276 hedge funds and large institutions have $6.55B invested in Extra Space Storage in 2014 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 90 increasing their positions, 99 reducing their positions, and 15 closing their positions.
23,858% more call options, than puts
Call options by funds: $2.88M | Put options by funds: $12K
213% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 15
13% more capital invested
Capital invested by funds: $5.82B → $6.55B (+$735M)
12% more funds holding
Funds holding: 247 → 276 (+29)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
9% less repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 99
1.26% less ownership
Funds ownership: 97.32% → 96.06% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$72.5M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$23M |
| 3 |
Goldman Sachs
New York
|
+$21.3M |
| 4 |
Millennium Management
New York
|
+$16.9M |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$91.9M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$39.7M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
-$26.7M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
-$17.8M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$17.8M |
EXR Hedge Fund Activity: Q4 2014 in Review
276 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q4 2014, worth a combined $6.55B — up 13% from $5.82B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new EXR positions and 15 closed out — a net gain of 32 holders — while 90 added to existing stakes and 99 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $72.5M. The largest seller was Cohen & Steers, cutting an estimated $91.9M.
- 276 institutional investors held Extra Space Storage (EXR) as of Q4 2014, up from 247 in Q3 2014.
- Funds reported $6.55B of Extra Space Storage stock for Q4 2014, up 13% quarter-over-quarter.
- 47 funds opened new Extra Space Storage positions in Q4 2014 and 15 closed out, a net change of +32 holders.
- The largest Extra Space Storage buyer in Q4 2014 was Fidelity Investments, an estimated $72.5M added.
- The largest Extra Space Storage seller in Q4 2014 was Cohen & Steers, an estimated $91.9M sold.
Based on aggregated 13F filings for Q4 2014.