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Alexandria Real Estate Equities
ARE

324 hedge funds and large institutions have $10B invested in Alexandria Real Estate Equities in 2016 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 148 increasing their positions, 103 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 103

6% more capital invested

Capital invested by funds: $9.45B → $10B (+$569M)

1.66% more ownership

Funds ownership: 111.86% → 113.52% (+1.7%)

6% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 31

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

1% less funds holding

Funds holding: 328 → 324 (-4)

48% less call options, than puts

Call options by funds: $3.59M | Put options by funds: $6.96M

Holders
324
Holders Change
-4
Holders Change %
-1.22%
% of All Funds
8.1%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
33
Increased
148
Reduced
103
Closed
31
Calls
$3.59M
Puts
$6.96M
Net Calls
-$3.37M
Net Calls Change
+$330K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$70.2M
2
AIM
abrdn Investment Management
United Kingdom
+$61.5M
3
Cohen & Steers
Cohen & Steers
New York
+$54.5M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$49.1M
5
Deutsche Bank
Deutsche Bank
Germany
+$48.6M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$169M
2
AAMU
APG Asset Management US
New York
-$133M
3
SFM
Systematic Financial Management
New Jersey
-$37M
4
Ameriprise
Ameriprise
Minnesota
-$29.6M
5
Macquarie Group
Macquarie Group
Australia
-$22.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
JG
226
Jefferies Group
New York
$643K +$621K +5,790 New
FM
227
Forward Management
California
$633K -$107K -1,000 -15%
OC
228
Oppenheimer & Co
New York
$617K – – –
CCM
229
Cadence Capital Management
Massachusetts
$600K +$237K +2,208 +69%
1GA
230
1st Global Advisors
Texas
$590K +$570K +5,311 New
PNC Financial Services Group
231
PNC Financial Services Group
Pennsylvania
$540K +$50.2K +468 +11%
FA
232
FDx Advisors
Illinois
$529K +$2.68K +25 +0.5%
TC
233
TFS Capital
Pennsylvania
$527K -$984K -9,172 -66%
SAM
234
Shell Asset Management
Netherlands
$520K -$250K -2,327 -33%
PP
235
Paloma Partners
Connecticut
$510K -$573K -5,340 -54%
TD Asset Management
236
TD Asset Management
Ontario, Canada
$510K +$52.1K +485 +12%
GCP
237
GSA Capital Partners
United Kingdom
$510K +$493K +4,593 New
PG
238
PEAK6 Group
Illinois
$504K -$1.26M -11,776 -72%
NA
239
Neuburgh Advisers
California
$480K +$463K +4,318 New
OI
240
Oakbrook Investments
Illinois
$454K +$16.1K +150 +4%
AAM
241
Advisors Asset Management
Colorado
$436K +$217K +2,026 +107%
DADC
242
D.A. Davidson & Co
Montana
$432K +$207K +1,927 +98%
Rafferty Asset Management
243
Rafferty Asset Management
New York
$431K -$116K -1,079 -22%
N
244
Natixis
France
$421K +$406K +3,786 New
QT
245
Quantbot Technologies
New York
$421K +$408K +3,797 New
OMCS
246
Old Mutual Customised Solutions
South Africa
$411K +$118K +1,100 +42%
UFF
247
USA Financial Formulas
Michigan
$403K +$389K +3,625 New
TCM
248
Telos Capital Management
California
$400K -$2.15K -20 -0.6%
FCM
249
Flinton Capital Management
Pennsylvania
$395K +$382K +3,556 New
SB
250
Suntrust Banks
Georgia
$394K +$48.2K +449 +14%
8 9
10
11 12

ARE Hedge Fund Activity: Q4 2016 in Review

324 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q4 2016, worth a combined $10B — up 6% from $9.45B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new ARE positions and 31 closed out — a net gain of 2 holders — while 148 added to existing stakes and 103 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $70.2M. The largest seller was Capital Research Global Investors, cutting an estimated $169M.

  • 324 institutional investors held Alexandria Real Estate Equities (ARE) as of Q4 2016, down from 328 in Q3 2016.
  • Funds reported $10B of Alexandria Real Estate Equities stock for Q4 2016, up 6% quarter-over-quarter.
  • 33 funds opened new Alexandria Real Estate Equities positions in Q4 2016 and 31 closed out, a net change of +2 holders.
  • The largest Alexandria Real Estate Equities buyer in Q4 2016 was Goldman Sachs, an estimated $70.2M added.
  • The largest Alexandria Real Estate Equities seller in Q4 2016 was Capital Research Global Investors, an estimated $169M sold.

Based on aggregated 13F filings for Q4 2016.