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ACRE

Ares Commercial Real Estate

132 hedge funds and large institutions have $133M invested in Ares Commercial Real Estate in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 37 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 37

34% more call options, than puts

Call options by funds: $498K | Put options by funds: $373K

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

2% more funds holding

Funds holding: 129132 (+3)

0.92% more ownership

Funds ownership: 40.31%41.23% (+0.92%)

14% less capital invested

Capital invested by funds: $154M → $133M (-$21.2M)

Holders
132
Holders Change
+3
Holders Change %
+2.33%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
51
Reduced
37
Closed
15
Calls
$498K
Puts
$373K
Net Calls
+$125K
Net Calls Change
-$383K
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
26
Penserra Capital Management
California
$764K -$132K -19,632 -13%
AGM
27
Alpine Global Management
New York
$736K +$842K +124,984 New
Victory Capital Management
28
Victory Capital Management
Texas
$713K +$222K +32,907 +37%
N
29
Nuveen
North Carolina
$705K
Bank of America
30
Bank of America
North Carolina
$698K +$263K +39,049 +49%
BA
31
Bard Associates
Illinois
$689K -$19.2K -2,847 -2%
AAM
32
Advisors Asset Management
Colorado
$640K -$126K -18,694 -15%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$586K +$670K +99,428 New
BFWM
34
Bright Futures Wealth Management
New York
$543K +$29.4K +4,369 +5%
KAM
35
Knightsbridge Asset Management
California
$507K -$78.7K -11,692 -12%
AIM
36
Access Investment Management
Georgia
$505K
Two Sigma Advisers
37
Two Sigma Advisers
New York
$501K +$394K +58,500 +221%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$489K +$6.2K +920 +1%
Barclays
39
Barclays
United Kingdom
$473K +$71.1K +10,556 +15%
Osaic Holdings
40
Osaic Holdings
Arizona
$472K +$187K +27,806 +53%
LIP
41
Lighthouse Investment Partners
Florida
$451K +$516K +76,569 New
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$433K +$400K +59,445 +421%
T. Rowe Price Associates
43
T. Rowe Price Associates
Maryland
$431K +$20.1K +2,982 +4%
Raymond James Financial
44
Raymond James Financial
Florida
$430K +$492K +73,018 New
KAS
45
Kestra Advisory Services
Texas
$424K +$485K +72,033 New
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$420K -$44.6K -6,618 -8%
II
47
Inspire Investing
Idaho
$404K +$69.8K +10,362 +18%
Deutsche Bank
48
Deutsche Bank
Germany
$383K +$199K +29,498 +83%
SIC
49
Samalin Investment Counsel
New York
$342K -$95.2K -14,136 -20%
EW
50
Evoke Wealth
California
$332K -$344K -51,064 -49%

ACRE Hedge Fund Activity: Q4 2024 in Review

132 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Ares Commercial Real Estate (ACRE) for Q4 2024, worth a combined $133M — down 14% from $154M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new ACRE positions and 15 closed out — a net gain of 5 holders — while 51 added to existing stakes and 37 trimmed.

The largest buyer was Millennium Management, adding an estimated $1.78M. The largest seller was Invesco, cutting an estimated $13.9M.

  • 132 institutional investors held Ares Commercial Real Estate (ACRE) as of Q4 2024, up from 129 in Q3 2024.
  • Funds reported $133M of Ares Commercial Real Estate stock for Q4 2024, down 14% quarter-over-quarter.
  • 20 funds opened new Ares Commercial Real Estate positions in Q4 2024 and 15 closed out, a net change of +5 holders.
  • The largest Ares Commercial Real Estate buyer in Q4 2024 was Millennium Management, an estimated $1.78M added.
  • The largest Ares Commercial Real Estate seller in Q4 2024 was Invesco, an estimated $13.9M sold.

Based on aggregated 13F filings for Q4 2024.