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Alexandria Real Estate Equities

375 hedge funds and large institutions have $11.6B invested in Alexandria Real Estate Equities in 2017 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 179 increasing their positions, 102 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 16

75% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 102

7% more funds holding

Funds holding: 349375 (+26)

1% more call options, than puts

Call options by funds: $2.94M | Put options by funds: $2.92M

1% less capital invested

Capital invested by funds: $11.7B → $11.6B (-$89.2M)

2.34% less ownership

Funds ownership: 106.57%104.23% (-2.3%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
375
Holders Change
+26
Holders Change %
+7.45%
% of All Funds
9.35%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
47
Increased
179
Reduced
102
Closed
16
Calls
$2.94M
Puts
$2.92M
Net Calls
+$22K
Net Calls Change
+$3.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
351
Carson Wealth (CWM LLC)
Nebraska
$20K +$19.8K +165 New
PCP
352
Proficio Capital Partners
Massachusetts
$18K -$4.56K -38 -20%
TDC
353
Thompson Davis & Co
Virginia
$18K -$3.48K -29 -16%
GT
354
Greenleaf Trust
Michigan
$18K +$18.3K +152 New
PA
355
Parallel Advisors
California
$17K
ACM
356
Armbruster Capital Management
New York
$16K
QCG
357
Quadrant Capital Group
Ohio
$14K
NSIM
358
North Star Investment Management
Illinois
$14K +$120 +1 +0.9%
TRCT
359
Tower Research Capital (TRC)
New York
$13K +$12.7K +106 New
ASN
360
Advisory Services Network
Georgia
$12K -$12.6K -105 -50%
GRP
361
Global Retirement Partners
California
$12K
CBOA
362
Commonwealth Bank of Australia
Australia
$11K -$72.1K -600 -86%
FMII
363
Farmers & Merchants Investments Inc
Nebraska
$9K +$9.25K +77 New
HR
364
Howe & Rusling
New York
$8K
Northwestern Mutual Wealth Management
365
Northwestern Mutual Wealth Management
Wisconsin
$8K +$480 +4 +6%
CFG
366
Citizens Financial Group
Rhode Island
$6K -$1.8K -15 -22%
Bessemer Group
367
Bessemer Group
New Jersey
$6K
PCTC
368
Perkins Coie Trust Company
Washington
$6K
VFA
369
Valeo Financial Advisors
Indiana
$5K +$5.53K +46 New
Walleye Trading
370
Walleye Trading
New York
$4.22K +$4.26M +35,491 New
IWM
371
IHT Wealth Management
Illinois
$4K
SSB
372
Sandy Spring Bank
Maryland
$3K
ZB
373
Zions Bancorporation
Utah
$3K +$3.24K +27 New
PFC
374
Phocas Financial Corp
California
$3K +$1.47M +12,257 +92%
EFSCE
375
Enterprise Financial Services Corp (EFSC)
Missouri
$2K