Alexandria Real Estate Equities
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.
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
Top Buyers
| 1 |
Goldman Sachs
New York
|
+$70.2M |
| 2 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
+$61.5M |
| 3 |
Cohen & Steers
New York
|
+$54.5M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$49.1M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$48.6M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ARMT
351
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| – | -$85K | -785 | Closed |
|
|
AP
352
Advisors Preferred
Rockville,
Maryland
| – | -$59K | -539 | Closed |
|
|
VIA
353
Vantage Investment Advisors
State College,
Pennsylvania
| – | -$44K | -400 | Closed |
|
354
Creative Planning
Overland Park,
Kansas
| – | -$11K | -105 | Closed |
|
|
NFG
355
Next Financial Group
Houston,
Texas
| – | -$11K | -102 | Closed |
|
|
WIC
356
Woodmont Investment Counsel
Nashville,
Tennessee
| – | -$8K | -74 | Closed |
|
|
ACS
357
Archford Capital Strategies
Swansea,
Illinois
| – | -$4K | -38 | Closed |
|
358
Simplex Trading
Chicago,
Illinois
| – | -$1K | -15 | Closed |
|
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.