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ACRE

Ares Commercial Real Estate

79 hedge funds and large institutions have $209M invested in Ares Commercial Real Estate in 2014 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 37 increasing their positions, 18 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 18

0.8% less ownership

Funds ownership: 64.43%63.63% (-0.8%)

3% less capital invested

Capital invested by funds: $215M → $209M (-$6.4M)

6% less funds holding

Funds holding: 8479 (-5)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $15K

Holders
79
Holders Change
-5
Holders Change %
-5.95%
% of All Funds
2.11%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
10
Increased
37
Reduced
18
Closed
13
Calls
Puts
$15K
Net Calls
-$15K
Net Calls Change
+$755K
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
26
Prudential Financial
New Jersey
$1.63M +$657K +55,400 +64%
HCS
27
Harvest Capital Strategies
California
$1.63M +$1.08M +91,068 +179%
AC
28
Alleghany Corporation
New York
$1.44M
Bank of New York Mellon
29
Bank of New York Mellon
New York
$1.37M -$51.3K -4,322 -4%
TCIM
30
TIAA CREF Investment Management
New York
$1.32M -$52.8K -4,448 -4%
State of New Jersey Common Pension Fund D
31
State of New Jersey Common Pension Fund D
New Jersey
$1.15M
BIM
32
BlackRock Investment Management
Delaware
$1.1M +$8.2K +691 +0.7%
Bank of America
33
Bank of America
North Carolina
$1.05M +$139K +11,716 +15%
CS
34
Credit Suisse
Switzerland
$1M -$11.3K -951 -1%
CA
35
Corrado Advisors
New Jersey
$975K -$34.4K -2,901 -3%
EWM
36
Edge Wealth Management
New York
$866K -$1.56M -131,755 -64%
JC
37
JBF Capital
Colorado
$798K +$824K +69,472 New
Two Sigma Investments
38
Two Sigma Investments
New York
$691K +$714K +60,205 New
RVP
39
Relative Value Partners
Illinois
$679K +$142K +11,964 +25%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$615K +$426K +35,915 +203%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$609K +$2.68K +226 +0.4%
CP
42
Camelot Portfolios
Ohio
$607K +$28.5K +2,405 +5%
Citadel Advisors
43
Citadel Advisors
Florida
$606K +$36.2K +3,049 +6%
PPA
44
Parametric Portfolio Associates
Washington
$497K +$121K +10,236 +31%
Charles Schwab
45
Charles Schwab
California
$482K
PWP
46
Private Wealth Partners
California
$459K +$474K +40,000 New
Deutsche Bank
47
Deutsche Bank
Germany
$414K +$243K +20,483 +130%
TA
48
Teachers Advisors
New York
$412K
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$378K +$40K +3,375 +11%
IA
50
IndexIQ Advisors
New York
$299K +$54.6K +4,606 +21%

ACRE Hedge Fund Activity: Q4 2014 in Review

79 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Ares Commercial Real Estate (ACRE) for Q4 2014, worth a combined $209M — down 3% from $215M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of ACRE and 10 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 37 added.

The largest buyer was AllianceBernstein, adding an estimated $2.22M. The largest seller was Neuberger Berman Group, cutting an estimated $6.25M.

  • 79 institutional investors held Ares Commercial Real Estate (ACRE) as of Q4 2014, down from 84 in Q3 2014.
  • Funds reported $209M of Ares Commercial Real Estate stock for Q4 2014, down 3% quarter-over-quarter.
  • 10 funds opened new Ares Commercial Real Estate positions in Q4 2014 and 13 closed out, a net change of -3 holders.
  • The largest Ares Commercial Real Estate buyer in Q4 2014 was AllianceBernstein, an estimated $2.22M added.
  • The largest Ares Commercial Real Estate seller in Q4 2014 was Neuberger Berman Group, an estimated $6.25M sold.

Based on aggregated 13F filings for Q4 2014.