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ACRE

Ares Commercial Real Estate

84 hedge funds and large institutions have $215M invested in Ares Commercial Real Estate in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 27

2.85% more ownership

Funds ownership: 61.58%64.43% (+2.8%)

2% less capital invested

Capital invested by funds: $218M → $215M (-$3.36M)

7% less funds holding

Funds holding: 9084 (-6)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $770K

Holders
84
Holders Change
-6
Holders Change %
-6.67%
% of All Funds
2.44%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
8
Increased
32
Reduced
27
Closed
14
Calls
Puts
$770K
Net Calls
-$770K
Net Calls Change
+$240K
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
76
BNP Paribas Financial Markets
France
$24.3K +$25.2K +2,026 +4,052%
U
77
UBS
Switzerland
$23K +$19.2K +1,549 +380%
TRCT
78
Tower Research Capital (TRC)
New York
$22K +$23.1K +1,862 New
BlackRock
79
BlackRock
New York
$11K
Invesco
80
Invesco
Georgia
$11K +$50 +4 +0.4%
Barclays
81
Barclays
United Kingdom
$10K +$5.65K +455 +91%
Ameriprise
82
Ameriprise
Minnesota
$5K -$4.47K -360 -44%
HR
83
Howe & Rusling
New York
$4K +$4.72K +380 New
Manulife (Manufacturers Life Insurance)
84
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$241 +$8K +644 +3%
MC
85
Menta Capital
California
-$786K -63,300 Closed
CCP
86
Clough Capital Partners
Massachusetts
-$638K -51,400 Closed
MCA
87
Mendon Capital Advisors
Florida
-$621K -50,000 Closed
Two Sigma Investments
88
Two Sigma Investments
New York
-$549K -44,217 Closed
Goldman Sachs
89
Goldman Sachs
New York
-$332K -26,761 Closed
D.E. Shaw & Co
90
D.E. Shaw & Co
New York
-$315K -25,345 Closed
NCCM
91
Nine Chapters Capital Management
New Jersey
-$253K -20,400 Closed
VKH
92
Virtu KCG Holdings
New York
-$245K -19,741 Closed
California Public Employees Retirement System
93
California Public Employees Retirement System
California
-$182K -14,700 Closed
GCP
94
GSA Capital Partners
United Kingdom
-$159K -12,800 Closed
VFA
95
Virtus Fund Advisers
Connecticut
-$30K -2,439 Closed
ACS
96
Archford Capital Strategies
Illinois
-$6.23K -502 Closed
Envestnet Asset Management
97
Envestnet Asset Management
Illinois
-$3K -249 Closed

ACRE Hedge Fund Activity: Q3 2014 in Review

84 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Ares Commercial Real Estate (ACRE) for Q3 2014, worth a combined $215M — down 1.5% from $218M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of ACRE and 8 opened new positions — a net loss of 6 holders — while 27 trimmed existing stakes and 32 added.

The largest buyer was AllianceBernstein, adding an estimated $5.33M. The largest seller was Neuberger Berman Group, cutting an estimated $4.84M.

  • 84 institutional investors held Ares Commercial Real Estate (ACRE) as of Q3 2014, down from 90 in Q2 2014.
  • Funds reported $215M of Ares Commercial Real Estate stock for Q3 2014, down 1.5% quarter-over-quarter.
  • 8 funds opened new Ares Commercial Real Estate positions in Q3 2014 and 14 closed out, a net change of -6 holders.
  • The largest Ares Commercial Real Estate buyer in Q3 2014 was AllianceBernstein, an estimated $5.33M added.
  • The largest Ares Commercial Real Estate seller in Q3 2014 was Neuberger Berman Group, an estimated $4.84M sold.

Based on aggregated 13F filings for Q3 2014.