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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
WAM
326
Wealthspire Advisors (Maryland)
Maryland
$1K – – –
LS
327
Livforsakringsbolaget Skandia
Sweden
$745 -$12.8M -118,855 -95%
SFM
328
Systematic Financial Management
New Jersey
– -$37M -339,878 Closed
MTB
329
Mizuho Trust & Banking
Japan
– -$14.6M -134,087 Closed
PL
330
Perpetual Ltd
Australia
– -$6.06M -55,747 Closed
DCM
331
Driehaus Capital Management
Illinois
– -$3.25M -29,868 Closed
MFIMFI
332
Mesirow Financial Investment Management - Fixed Income
Illinois
– -$2.14M -19,675 Closed
Los Angeles Capital Management
333
Los Angeles Capital Management
California
– -$2.08M -19,171 Closed
AIMCA
334
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$1.76M -16,225 Closed
MC
335
Menta Capital
California
– -$1.58M -14,560 Closed
Jane Street
336
Jane Street
New York
– -$1.24M -11,401 Closed
CC
337
Cedar Capital
Illinois
– -$778K -7,157 Closed
ED
338
Exane Derivatives
France
– -$765K -7,036 Closed
AMI
339
Amica Mutual Insurance
Rhode Island
– -$733K -6,740 Closed
OTPPB
340
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$594K -5,461 Closed
APFBOT
341
Amica Pension Fund Board of Trustees
Rhode Island
– -$555K -5,103 Closed
Jacobs Levy Equity Management
342
Jacobs Levy Equity Management
New Jersey
– -$476K -4,380 Closed
OAC
343
OMERS Administration Corp
Ontario, Canada
– -$424K -3,900 Closed
WPP
344
Whalerock Point Partners
Rhode Island
– -$388K -3,575 Closed
LPL Financial
345
LPL Financial
California
– -$293K -2,730 Closed
QIM
346
Quantitative Investment Management
Virginia
– -$293K -2,700 Closed
Skandinaviska Enskilda Banken (SEB)
347
Skandinaviska Enskilda Banken (SEB)
Sweden
– -$250K -2,300 Closed
QSS
348
Quantitative Systematic Strategies
Florida
– -$242K -2,204 Closed
JFA
349
JNBA Financial Advisors
Minnesota
– -$111K -1,021 Closed
S
350
SignatureFD
Georgia
– -$111K -1,021 Closed
11 12 13
14
15

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.