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Alexandria Real Estate Equities

282 hedge funds and large institutions have $6.83B invested in Alexandria Real Estate Equities in 2015 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 126 increasing their positions, 92 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

37% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 92

12% more capital invested

Capital invested by funds: $6.11B → $6.83B (+$720M)

2% more funds holding

Funds holding: 276282 (+6)

1.13% more ownership

Funds ownership: 95.65%96.78% (+1.1%)

10% less call options, than puts

Call options by funds: $1.85M | Put options by funds: $2.05M

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
282
Holders Change
+6
Holders Change %
+2.17%
% of All Funds
7.51%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
24
Increased
126
Reduced
92
Closed
15
Calls
$1.85M
Puts
$2.05M
Net Calls
-$197K
Net Calls Change
-$2.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
276
Bessemer Group
New Jersey
$5K
MFS
277
MSI Financial Services
Massachusetts
$5K
PCTC
278
Perkins Coie Trust Company
Washington
$5K
WA
279
WFG Advisors
Texas
$4K +$96 +1 +3%
ACS
280
Archford Capital Strategies
Illinois
$3.73K
EFSCE
281
Enterprise Financial Services Corp (EFSC)
Missouri
$3K
WCBA
282
Weaver C. Barksdale & Associates
Tennessee
$3K
FPFS
283
First Personal Financial Services
North Carolina
$1K
Northwestern Mutual Wealth Management
284
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1.16K +12 New
Arrowstreet Capital
285
Arrowstreet Capital
Massachusetts
-$23.9M -269,441 Closed
SIA
286
Sit Investment Associates
Minnesota
-$14.2M -160,475 Closed
WG
287
Winton Group
United Kingdom
-$7.6M -85,680 Closed
SCM
288
Sandler Capital Management
New York
-$6.5M -73,300 Closed
WBC
289
Westpac Banking Corp
Australia
-$6.48M -73,005 Closed
TI
290
Turner Investments
Pennsylvania
-$1.84M -20,780 Closed
CC
291
Cipher Capital
New York
-$424K -4,781 Closed
CSS
292
Cubist Systematic Strategies
Connecticut
-$336K -3,785 Closed
FA
293
FDx Advisors
Illinois
-$287K -3,238 Closed
NI
294
Numeric Investors
Massachusetts
-$257K -2,900 Closed
Creative Planning
295
Creative Planning
Kansas
-$177K -2,000 Closed
BRWA
296
B. Riley Wealth Advisors
Florida
-$43 -482 Closed
IRS
297
Invictus RG (Singapore)
Singapore
-$12K -140 Closed
NPC
298
National Planning Corporation
California
-$7.13K -77 Closed
LIA
299
LS Investment Advisors
Michigan
-$2K -24 Closed

ARE Hedge Fund Activity: Q1 2015 in Review

282 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q1 2015, worth a combined $6.83B — up 12% from $6.11B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new ARE positions and 15 closed out — a net gain of 9 holders — while 126 added to existing stakes and 92 trimmed.

The largest buyer was CBRE Investment Management Listed Real Assets, adding an estimated $154M. The largest seller was Deutsche Bank, cutting an estimated $94.5M.

  • 282 institutional investors held Alexandria Real Estate Equities (ARE) as of Q1 2015, up from 276 in Q4 2014.
  • Funds reported $6.83B of Alexandria Real Estate Equities stock for Q1 2015, up 12% quarter-over-quarter.
  • 24 funds opened new Alexandria Real Estate Equities positions in Q1 2015 and 15 closed out, a net change of +9 holders.
  • The largest Alexandria Real Estate Equities buyer in Q1 2015 was CBRE Investment Management Listed Real Assets, an estimated $154M added.
  • The largest Alexandria Real Estate Equities seller in Q1 2015 was Deutsche Bank, an estimated $94.5M sold.

Based on aggregated 13F filings for Q1 2015.