Extra Space Storage
464 hedge funds and large institutions have $11.2B invested in Extra Space Storage in 2018 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 156 increasing their positions, 190 reducing their positions, and 53 closing their positions.
9% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 53
1% more capital invested
Capital invested by funds: $11.2B → $11.2B (+$87.4M)
0% more funds holding
Funds holding: 462 → 464 (+2)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
2.43% less ownership
Funds ownership: 102.01% → 99.59% (-2.4%)
18% less repeat investments, than reductions
Existing positions increased: 156 | Existing positions reduced: 190
80% less call options, than puts
Call options by funds: $6.8M | Put options by funds: $33.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
+$154M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$52M |
| 3 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$38.6M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$30.7M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$25.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$140M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$76.9M |
| 3 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$68.3M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$46.8M |
| 5 |
JP Morgan Chase
New York
|
-$40.1M |
EXR Hedge Fund Activity: Q4 2018 in Review
464 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q4 2018, worth a combined $11.2B — up 0.78% from $11.2B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new EXR positions and 53 closed out — a net gain of 5 holders — while 156 added to existing stakes and 190 trimmed.
The largest buyer was VOYA Investment Management, adding an estimated $154M. The largest seller was Massachusetts Financial Services, cutting an estimated $140M.
- 464 institutional investors held Extra Space Storage (EXR) as of Q4 2018, up from 462 in Q3 2018.
- Funds reported $11.2B of Extra Space Storage stock for Q4 2018, up 0.78% quarter-over-quarter.
- 58 funds opened new Extra Space Storage positions in Q4 2018 and 53 closed out, a net change of +5 holders.
- The largest Extra Space Storage buyer in Q4 2018 was VOYA Investment Management, an estimated $154M added.
- The largest Extra Space Storage seller in Q4 2018 was Massachusetts Financial Services, an estimated $140M sold.
Based on aggregated 13F filings for Q4 2018.