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ACRE

Ares Commercial Real Estate

125 hedge funds and large institutions have $231M invested in Ares Commercial Real Estate in 2016 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 34 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

596% more call options, than puts

Call options by funds: $174K | Put options by funds: $25K

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

38% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 34

10% more funds holding

Funds holding: 114125 (+11)

0% less capital invested

Capital invested by funds: $231M → $231M (-$216K)

1.22% less ownership

Funds ownership: 66%64.77% (-1.2%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
125
Holders Change
+11
Holders Change %
+9.65%
% of All Funds
3.34%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
17
Increased
47
Reduced
34
Closed
5
Calls
$174K
Puts
$25K
Net Calls
+$149K
Net Calls Change
-$533K
Name Holding Trade Value Shares
Change
Change in
Stake
Boston Partners
1
Boston Partners
Massachusetts
$27.1M +$1.81M +143,966 +7%
DFG
2
Delphi Financial Group
Delaware
$18.5M
BFA
3
BlackRock Fund Advisors
California
$17.6M +$1M +79,658 +6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$13.4M +$153K +12,176 +1%
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$13.3M -$72.2K -5,734 -0.5%
AllianceBernstein
6
AllianceBernstein
Tennessee
$11.6M -$1.05M -83,380 -8%
BIT
7
BlackRock Institutional Trust
California
$11.6M +$4.53M +359,640 +64%
Morgan Stanley
8
Morgan Stanley
New York
$8.37M +$1.12M +88,735 +15%
State Street
9
State Street
Massachusetts
$8.02M -$837K -66,464 -9%
Wells Fargo
10
Wells Fargo
California
$6.85M -$338K -26,838 -5%
IG
11
ING Group
Netherlands
$5.72M +$116K +9,230 +2%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$5.46M -$33.6K -2,665 -0.6%
Bank of America
13
Bank of America
North Carolina
$5.01M +$2.1M +166,499 +72%
Northern Trust
14
Northern Trust
Illinois
$3.66M +$31.1K +2,470 +0.9%
Renaissance Technologies
15
Renaissance Technologies
New York
$3.15M -$684K -54,300 -18%
BCM
16
Buckhead Capital Management
Georgia
$2.94M -$676K -53,685 -19%
TC
17
Telemus Capital
Michigan
$2.79M +$1.15M +91,589 +71%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$2.71M -$41.7K -3,312 -2%
GCP
19
GSA Capital Partners
United Kingdom
$2.71M +$209K +16,612 +8%
EA
20
Emerald Acquisition
Washington
$2.5M -$307K -24,376 -11%
CHAM
21
Clear Harbor Asset Management
Connecticut
$2.37M -$208K -16,470 -8%
RVPG
22
Relative Value Partners Group
$1.95M +$145K +11,526 +8%
Two Sigma Investments
23
Two Sigma Investments
New York
$1.94M +$1.63M +129,233 +527%
Allianz Asset Management
24
Allianz Asset Management
Germany
$1.9M +$855K +67,887 +82%
Deutsche Bank
25
Deutsche Bank
Germany
$1.86M +$1.6M +126,714 +607%

ACRE Hedge Fund Activity: Q3 2016 in Review

125 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Ares Commercial Real Estate (ACRE) for Q3 2016, worth a combined $231M — down 0.09% from $231M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new ACRE positions and 5 closed out — a net gain of 12 holders — while 47 added to existing stakes and 34 trimmed.

The largest buyer was BlackRock Institutional Trust, adding an estimated $4.53M. The largest seller was AllianceBernstein, cutting an estimated $1.05M.

  • 125 institutional investors held Ares Commercial Real Estate (ACRE) as of Q3 2016, up from 114 in Q2 2016.
  • Funds reported $231M of Ares Commercial Real Estate stock for Q3 2016, down 0.09% quarter-over-quarter.
  • 17 funds opened new Ares Commercial Real Estate positions in Q3 2016 and 5 closed out, a net change of +12 holders.
  • The largest Ares Commercial Real Estate buyer in Q3 2016 was BlackRock Institutional Trust, an estimated $4.53M added.
  • The largest Ares Commercial Real Estate seller in Q3 2016 was AllianceBernstein, an estimated $1.05M sold.

Based on aggregated 13F filings for Q3 2016.