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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.

New
Increased
Maintained
Reduced
Closed

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: 247276 (+29)

0% more funds holding in top 10

Funds holding in top 10: 55 (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%)

Holders
276
Holders Change
+29
Holders Change %
+11.74%
% of All Funds
7.36%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
47
Increased
90
Reduced
99
Closed
15
Calls
$2.88M
Puts
$12K
Net Calls
+$2.86M
Net Calls Change
-$13K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$918M +$10.4M +180,947 +1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$511M +$72.5M +1,264,875 +17%
Cohen & Steers
3
Cohen & Steers
New York
$454M -$91.9M -1,603,488 -17%
Daiwa Securities Group
4
Daiwa Securities Group
Japan
$282M -$134K -2,336 -0%
BIT
5
BlackRock Institutional Trust
California
$269M +$6.11M +106,711 +2%
BFA
6
BlackRock Fund Advisors
California
$245M +$9.11M +158,987 +4%
PI
7
PGGM Investments
Netherlands
$237M -$5.25M -91,640 -2%
CWAM
8
Columbia Wanger Asset Management
Illinois
$217M -$5.73M -100,000 -3%
JP Morgan Chase
9
JP Morgan Chase
New York
$211M -$9.99M -174,437 -5%
Principal Financial Group
10
Principal Financial Group
Iowa
$205M -$26.7M -465,898 -12%
Deutsche Bank
11
Deutsche Bank
Germany
$194M -$39.7M -692,727 -17%
State Street
12
State Street
Massachusetts
$186M -$642K -11,213 -0.4%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$97M -$6.85M -119,570 -7%
DPIM
14
Duff & Phelps Investment Management
Illinois
$92.2M +$1.97M +34,408 +2%
Goldman Sachs
15
Goldman Sachs
New York
$89.2M +$21.3M +371,426 +32%
ACI
16
AMP Capital Investors
Australia
$86.1M +$3.84M +67,000 +5%
ACM
17
AEW Capital Management
Massachusetts
$83.6M -$395K -6,900 -0.5%
VOYA Investment Management
18
VOYA Investment Management
Georgia
$82M -$13.2M -231,037 -14%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$78.8M -$417K -7,286 -0.5%
Northern Trust
20
Northern Trust
Illinois
$72.4M +$510K +8,905 +0.7%
IG
21
ING Group
Netherlands
$70.5M +$401K +7,000 +0.6%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$69.5M -$291K -5,075 -0.4%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$63.9M -$563K -9,835 -0.9%
AAMU
24
APG Asset Management US
New York
$62.5M
O
25
OppenheimerFunds
New York
$54.6M -$2.56M -44,660 -5%

EXR Hedge Fund Activity: Q4 2014 in Review

276 of the 3,749 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.