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Alexandria Real Estate Equities

481 hedge funds and large institutions have $17.2B invested in Alexandria Real Estate Equities in 2020 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 222 increasing their positions, 138 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $31.5M | Put options by funds: $15.6M

64% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 47

61% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 138

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

6% more funds holding

Funds holding: 455481 (+26)

4.31% less ownership

Funds ownership: 106.45%102.14% (-4.3%)

13% less capital invested

Capital invested by funds: $19.8B → $17.2B (-$2.61B)

Holders
481
Holders Change
+26
Holders Change %
+5.71%
% of All Funds
10.6%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.33%
New
77
Increased
222
Reduced
138
Closed
47
Calls
$31.5M
Puts
$15.6M
Net Calls
+$15.8M
Net Calls Change
-$4.24M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
276
Bourgeon Capital Management
Connecticut
$851K +$972K +6,210 New
CCM
277
Chilton Capital Management
Texas
$829K -$15.7K -100 -2%
AFM
278
Anson Funds Management
Texas
$822K +$939K +6,000 New
TC
279
Toews Corporation
New Jersey
$822K +$939K +6,000 New
NO
280
Ninety One
South Africa
$818K -$78.3K -500 -8%
PNC Financial Services Group
281
PNC Financial Services Group
Pennsylvania
$818K +$153K +980 +20%
LPL Financial
282
LPL Financial
California
$809K +$394K +2,519 +74%
SSA
283
Schonfeld Strategic Advisors
New York
$798K +$708K +4,522 +348%
QI
284
QS Investors
New York
$795K
SFM
285
Systematic Financial Management
New Jersey
$792K -$57.9K -370 -6%
CG
286
Colony Group
Massachusetts
$788K +$572K +3,652 +174%
WAM
287
World Asset Management
Michigan
$769K -$309K -1,973 -26%
TC
288
Telemus Capital
Michigan
$769K +$783K +5,001 New
BWM
289
Biltmore Wealth Management
Arizona
$750K
Nordea Investment Management
290
Nordea Investment Management
Sweden
$744K +$54K +345 +7%
WTC
291
WhitTier Trust Company
Nevada
$739K +$146K +933 +21%
TFCM
292
Taylor Frigon Capital Management
Arizona
$729K -$5.64K -36 -0.7%
RJA
293
Raymond James & Associates
Florida
$713K -$209K -1,332 -20%
LSERS
294
Louisiana State Employees Retirement System
Louisiana
$713K -$47K -300 -5%
Rafferty Asset Management
295
Rafferty Asset Management
New York
$698K -$2.63M -16,775 -77%
DZ Bank
296
DZ Bank
Germany
$692K +$791K +5,049 New
JWCA
297
J.W. Coons Advisors
Ohio
$678K +$774K +4,945 New
HF
298
HRT Financial
New York
$677K +$773K +4,940 New
JIC
299
Johnson Investment Counsel
Ohio
$674K -$201K -1,286 -21%
O
300
Ossiam
France
$659K +$132K +841 +21%

ARE Hedge Fund Activity: Q1 2020 in Review

481 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q1 2020, worth a combined $17.2B — down 13% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new ARE positions and 47 closed out — a net gain of 30 holders — while 222 added to existing stakes and 138 trimmed.

The largest buyer was Norges Bank, adding an estimated $303M. The largest seller was Goldman Sachs, cutting an estimated $380M.

  • 481 institutional investors held Alexandria Real Estate Equities (ARE) as of Q1 2020, up from 455 in Q4 2019.
  • Funds reported $17.2B of Alexandria Real Estate Equities stock for Q1 2020, down 13% quarter-over-quarter.
  • 77 funds opened new Alexandria Real Estate Equities positions in Q1 2020 and 47 closed out, a net change of +30 holders.
  • The largest Alexandria Real Estate Equities buyer in Q1 2020 was Norges Bank, an estimated $303M added.
  • The largest Alexandria Real Estate Equities seller in Q1 2020 was Goldman Sachs, an estimated $380M sold.

Based on aggregated 13F filings for Q1 2020.