Extra Space Storage
320 hedge funds and large institutions have $9.27B invested in Extra Space Storage in 2015 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 135 increasing their positions, 102 reducing their positions, and 23 closing their positions.
1,266% more call options, than puts
Call options by funds: $10M | Put options by funds: $733K
100% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 23
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
32% more repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 102
17% more capital invested
Capital invested by funds: $7.92B → $9.27B (+$1.35B)
7% more funds holding
Funds holding: 298 → 320 (+22)
1.52% less ownership
Funds ownership: 99.93% → 98.4% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$89.5M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$42.4M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$38.1M |
| 4 |
Bank of New York Mellon
New York
|
+$37.6M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$28.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$106M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$103M |
| 3 |
Millennium Management
New York
|
-$56.5M |
| 4 |
Neuberger Berman Group
New York
|
-$42.7M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
-$34.6M |
EXR Hedge Fund Activity: Q3 2015 in Review
320 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q3 2015, worth a combined $9.27B — up 17% from $7.92B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new EXR positions and 23 closed out — a net gain of 23 holders — while 135 added to existing stakes and 102 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $89.5M. The largest seller was Cohen & Steers, cutting an estimated $106M.
- 320 institutional investors held Extra Space Storage (EXR) as of Q3 2015, up from 298 in Q2 2015.
- Funds reported $9.27B of Extra Space Storage stock for Q3 2015, up 17% quarter-over-quarter.
- 46 funds opened new Extra Space Storage positions in Q3 2015 and 23 closed out, a net change of +23 holders.
- The largest Extra Space Storage buyer in Q3 2015 was JP Morgan Chase, an estimated $89.5M added.
- The largest Extra Space Storage seller in Q3 2015 was Cohen & Steers, an estimated $106M sold.
Based on aggregated 13F filings for Q3 2015.