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Extra Space Storage

389 hedge funds and large institutions have $10.7B invested in Extra Space Storage in 2017 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 146 increasing their positions, 141 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 28

17% more call options, than puts

Call options by funds: $14.3M | Put options by funds: $12.2M

2% more funds holding

Funds holding: 383389 (+6)

4% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 141

3% more capital invested

Capital invested by funds: $10.5B → $10.7B (+$285M)

0.22% more ownership

Funds ownership: 106.53%106.75% (+0.22%)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
389
Holders Change
+6
Holders Change %
+1.57%
% of All Funds
9.7%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.12%
New
41
Increased
146
Reduced
141
Closed
28
Calls
$14.3M
Puts
$12.2M
Net Calls
+$2.08M
Net Calls Change
+$5.92M
Name Holding Trade Value Shares
Change
Change in
Stake
SI
201
Stephens Inc
Arkansas
$1.25M +$1.22M +15,706 New
Natixis Advisors
202
Natixis Advisors
Massachusetts
$1.19M -$130K -1,670 -10%
UCFA
203
United Capital Financial Advisors
Texas
$1.19M -$4.4M -56,566 -79%
AB
204
Amalgamated Bank
New York
$1.17M +$27.2K +349 +2%
OAM
205
Oppenheimer Asset Management
New York
$1.16M +$138K +1,775 +14%
LPL Financial
206
LPL Financial
California
$1.15M +$249K +3,202 +29%
LCM
207
Logan Capital Management
Pennsylvania
$1.14M
RJFSA
208
Raymond James Financial Services Advisors
Florida
$1.13M -$64K -822 -5%
Public Sector Pension Investment Board (PSP Investments)
209
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.12M +$21K +270 +2%
B
210
BP
United Kingdom
$1.12M
SNBOSD
211
Security National Bank of So Dak
Iowa
$1.11M +$1.08M +13,915 New
QCM
212
Quadrant Capital Management
New Jersey
$1.11M +$42.8K +550 +4%
WAM
213
World Asset Management
Michigan
$1.08M -$9.65K -124 -0.9%
Tudor Investment Corp
214
Tudor Investment Corp
Connecticut
$1.07M +$1.05M +13,455 New
W
215
Wealthfront
California
$1.07M +$532K +6,840 +105%
OPERF
216
Oregon Public Employees Retirement Fund
Oregon
$1.05M +$5.6K +72 +0.6%
Nomura Holdings
217
Nomura Holdings
Japan
$1.03M +$6.85K +88 +0.7%
RA
218
RMR Advisors
Massachusetts
$990K
V
219
Veritable
Delaware
$982K -$268K -3,447 -22%
BOTW
220
Bank of the West
California
$978K -$161K -2,066 -14%
NFA
221
Nuveen Fund Advisors
Illinois
$954K -$186K -2,395 -17%
CIBC Asset Management
222
CIBC Asset Management
Ontario, Canada
$953K +$29.7K +381 +3%
AIL
223
AGF Investments LLC
Ontario, Canada
$905K +$374K +4,811 +74%
Caisse de Depot et Placement du Quebec (CDPQ)
224
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$894K +$15.6K +200 +2%
LIM
225
Loudon Investment Management
New Hampshire
$862K +$46.3K +595 +6%

EXR Hedge Fund Activity: Q3 2017 in Review

389 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q3 2017, worth a combined $10.7B — up 2.7% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new EXR positions and 28 closed out — a net gain of 13 holders — while 146 added to existing stakes and 141 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $196M. The largest seller was Cohen & Steers, cutting an estimated $174M.

  • 389 institutional investors held Extra Space Storage (EXR) as of Q3 2017, up from 383 in Q2 2017.
  • Funds reported $10.7B of Extra Space Storage stock for Q3 2017, up 2.7% quarter-over-quarter.
  • 41 funds opened new Extra Space Storage positions in Q3 2017 and 28 closed out, a net change of +13 holders.
  • The largest Extra Space Storage buyer in Q3 2017 was Deutsche Bank, an estimated $196M added.
  • The largest Extra Space Storage seller in Q3 2017 was Cohen & Steers, an estimated $174M sold.

Based on aggregated 13F filings for Q3 2017.