Extra Space Storage
379 hedge funds and large institutions have $9.87B invested in Extra Space Storage in 2016 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 146 increasing their positions, 152 reducing their positions, and 51 closing their positions.
208% more call options, than puts
Call options by funds: $15.7M | Put options by funds: $5.11M
0.85% more ownership
Funds ownership: 100.76% → 101.61% (+0.85%)
2% less capital invested
Capital invested by funds: $10.1B → $9.87B (-$196M)
4% less repeat investments, than reductions
Existing positions increased: 146 | Existing positions reduced: 152
4% less funds holding
Funds holding: 396 → 379 (-17)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
16% less first-time investments, than exits
New positions opened: 43 | Existing positions closed: 51
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$126M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$109M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$76.6M |
| 4 |
O
OppenheimerFunds
New York
|
+$73.9M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$52.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$97.5M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$45M |
| 3 |
JP Morgan Chase
New York
|
-$30.4M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$28.9M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$23.4M |
EXR Hedge Fund Activity: Q4 2016 in Review
379 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q4 2016, worth a combined $9.87B — down 1.9% from $10.1B a quarter earlier.
Sellers outnumbered buyers: 51 funds closed out of EXR and 43 opened new positions — a net loss of 8 holders — while 152 trimmed existing stakes and 146 added.
The largest buyer was Cohen & Steers, adding an estimated $126M. The largest seller was Janus Henderson Investors US, cutting an estimated $97.5M.
- 379 institutional investors held Extra Space Storage (EXR) as of Q4 2016, down from 396 in Q3 2016.
- Funds reported $9.87B of Extra Space Storage stock for Q4 2016, down 1.9% quarter-over-quarter.
- 43 funds opened new Extra Space Storage positions in Q4 2016 and 51 closed out, a net change of -8 holders.
- The largest Extra Space Storage buyer in Q4 2016 was Cohen & Steers, an estimated $126M added.
- The largest Extra Space Storage seller in Q4 2016 was Janus Henderson Investors US, an estimated $97.5M sold.
Based on aggregated 13F filings for Q4 2016.