Alexandria Real Estate Equities
300 hedge funds and large institutions have $8.25B invested in Alexandria Real Estate Equities in 2015 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 123 increasing their positions, 93 reducing their positions, and 33 closing their positions.
37% more capital invested
Capital invested by funds: $6.01B → $8.25B (+$2.24B)
32% more repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 93
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
1.99% more ownership
Funds ownership: 98.32% → 100.3% (+2%)
9% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 33
2% more call options, than puts
Call options by funds: $2M | Put options by funds: $1.95M
0% more funds holding
Funds holding: 300 → 300 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
+$134M |
| 2 |
JP Morgan Chase
New York
|
+$65.8M |
| 3 |
AAMU
APG Asset Management US
New York
|
+$55.1M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$31.2M |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$29.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$194M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$55.7M |
| 3 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
-$35.3M |
| 4 |
RIM
Rainier Investment Management
Seattle,
Washington
|
-$22M |
| 5 |
Morgan Stanley
New York
|
-$18.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
326
Gupta Wealth Management
San Diego,
California
| – | -$29K | -340 | Closed |
|
327
Simplex Trading
Chicago,
Illinois
| – | -$12K | -144 | Closed |
|
|
CFSG
328
Community Financial Services Group
Newport,
Vermont
| – | -$11K | -124 | Closed |
|
|
SIM
329
Sonora Investment Management
Tucson,
Arizona
| – | -$3K | -41 | Closed |
|
|
CBT
330
Central Bank & Trust
Lexington,
Kentucky
| – | -$3K | -40 | Closed |
|
331
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1K | -17 | Closed |
|
|
RPG
332
Risk Paradigm Group
Austin,
Texas
| – | -$1.44K | -17 | Closed |
|
333
AssetMark Inc
Concord,
California
| – | +$452 | +5 | New |
|
ARE Hedge Fund Activity: Q4 2015 in Review
300 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q4 2015, worth a combined $8.25B — up 37% from $6.01B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new ARE positions and 33 closed out — a net gain of 3 holders — while 123 added to existing stakes and 93 trimmed.
The largest buyer was Systematic Financial Management, opening a new position worth an estimated $134M. The largest seller was Fidelity Investments, cutting an estimated $194M.
- 300 institutional investors held Alexandria Real Estate Equities (ARE) as of Q4 2015, unchanged from Q3 2015.
- Funds reported $8.25B of Alexandria Real Estate Equities stock for Q4 2015, up 37% quarter-over-quarter.
- 36 funds opened new Alexandria Real Estate Equities positions in Q4 2015 and 33 closed out, a net change of +3 holders.
- The largest Alexandria Real Estate Equities buyer in Q4 2015 was Systematic Financial Management, an estimated $134M added.
- The largest Alexandria Real Estate Equities seller in Q4 2015 was Fidelity Investments, an estimated $194M sold.
Based on aggregated 13F filings for Q4 2015.