We are live on ! Find out more
EXR icon

Extra Space Storage
EXR

251 hedge funds and large institutions have $4.94B invested in Extra Space Storage in 2013 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 114 increasing their positions, 84 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

99% more call options, than puts

Call options by funds: $4.64M | Put options by funds: $2.33M

36% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 84

12% more capital invested

Capital invested by funds: $4.4B → $4.94B (+$537M)

12% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 25

2.47% more ownership

Funds ownership: 94.78% → 97.25% (+2.5%)

0% more funds holding

Funds holding: 250 → 251 (+1)

Holders
251
Holders Change
+1
Holders Change %
+0.4%
% of All Funds
8.14%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
28
Increased
114
Reduced
84
Closed
25
Calls
$4.64M
Puts
$2.33M
Net Calls
+$2.31M
Net Calls Change
+$2.12M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$60.6M
2
SMDAM
Sumitomo Mitsui DS Asset Management
Japan
+$30.5M
3
BNP Paribas Asset Management
BNP Paribas Asset Management
France
+$25.4M
4
Principal Financial Group
Principal Financial Group
Iowa
+$21.2M
5
N
Nuveen
North Carolina
+$16.2M

Top Sellers

Rank Fund Capital Flow
1
LIMS
Lasalle Investment Management Securities
Maryland
-$43M
2
Cohen & Steers
Cohen & Steers
New York
-$19.4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$14.2M
4
FWCM
Ferguson Wellman Capital Management
Oregon
-$13.3M
5
JHIU
Janus Henderson Investors US
Colorado
-$12.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Nomura Holdings
201
Nomura Holdings
Japan
$505K -$206K -4,767 -30%
US Bancorp
202
US Bancorp
Minnesota
$494K +$81.9K +1,890 +21%
IGIM
203
I.G. Investment Management
Manitoba, Canada
$491K -$366K -8,447 -44%
EVM
204
Eaton Vance Management
Massachusetts
$444K -$21.7K -500 -5%
BJ
205
BlackRock Japan
Japan
$438K -$15.8K -365 -4%
ACI
206
Advance Capital I
Michigan
$435K +$411K +9,500 New
FC
207
FCA Corp
Texas
$430K – – –
Mitsubishi UFJ Asset Management
208
Mitsubishi UFJ Asset Management
Japan
$421K +$33.3K +770 +9%
SAM
209
Solaris Asset Management
New York
$391K +$13K +300 +4%
PI
210
Placemark Investments
Illinois
$389K -$10K -232 -3%
APFBOT
211
Amica Pension Fund Board of Trustees
Rhode Island
$379K – – –
AAM
212
Aston Asset Management
Illinois
$371K +$34.6K +800 +11%
AMI
213
Amica Mutual Insurance
Rhode Island
$366K – – –
PCM
214
Prelude Capital Management
New York
$361K +$342K +7,900 New
PVH
215
Psagot Value Holdings
Israel
$355K +$336K +7,750 New
CTC
216
Central Trust Company
Missouri
$348K +$294K +6,800 +850%
NI
217
Numeric Investors
Massachusetts
$334K +$316K +7,300 New
OI
218
Oakbrook Investments
Illinois
$318K -$65K -1,500 -18%
CCM
219
Cadence Capital Management
Massachusetts
$317K +$300K +6,931 New
Truist Financial
220
Truist Financial
North Carolina
$310K +$37.2K +860 +15%
LCM
221
Logan Capital Management
Pennsylvania
$303K +$287K +6,621 New
JG
222
Jefferies Group
New York
$285K +$270K +6,224 New
TAM
223
Tocqueville Asset Management
New York
$249K +$236K +5,450 New
1GA
224
1st Global Advisors
Texas
$240K +$17.9K +414 +9%
Nisa Investment Advisors
225
Nisa Investment Advisors
Missouri
$229K -$1.08M -25,000 -83%
7 8
9
10 11

EXR Hedge Fund Activity: Q3 2013 in Review

251 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q3 2013, worth a combined $4.94B — up 12% from $4.4B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new EXR positions and 25 closed out — a net gain of 3 holders — while 114 added to existing stakes and 84 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $60.6M. The largest seller was Lasalle Investment Management Securities, cutting an estimated $43M.

  • 251 institutional investors held Extra Space Storage (EXR) as of Q3 2013, up from 250 in Q2 2013.
  • Funds reported $4.94B of Extra Space Storage stock for Q3 2013, up 12% quarter-over-quarter.
  • 28 funds opened new Extra Space Storage positions in Q3 2013 and 25 closed out, a net change of +3 holders.
  • The largest Extra Space Storage buyer in Q3 2013 was JP Morgan Chase, an estimated $60.6M added.
  • The largest Extra Space Storage seller in Q3 2013 was Lasalle Investment Management Securities, an estimated $43M sold.

Based on aggregated 13F filings for Q3 2013.