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Alexandria Real Estate Equities

399 hedge funds and large institutions have $13.1B invested in Alexandria Real Estate Equities in 2017 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 170 increasing their positions, 120 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 31

84% more call options, than puts

Call options by funds: $8.2M | Put options by funds: $4.47M

42% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 120

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

13% more capital invested

Capital invested by funds: $11.6B → $13.1B (+$1.49B)

6% more funds holding

Funds holding: 375399 (+24)

0.51% more ownership

Funds ownership: 104.23%104.75% (+0.51%)

Holders
399
Holders Change
+24
Holders Change %
+6.4%
% of All Funds
9.05%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
59
Increased
170
Reduced
120
Closed
31
Calls
$8.2M
Puts
$4.47M
Net Calls
+$3.73M
Net Calls Change
+$3.71M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
376
Global Retirement Partners
California
$12K -$756 -6 -6%
Northwestern Mutual Wealth Management
377
Northwestern Mutual Wealth Management
Wisconsin
$12K +$3.02K +24 +35%
KA
378
Kaizen Advisory
Illinois
$12K +$11.2K +89 New
FMII
379
Farmers & Merchants Investments Inc
Nebraska
$11K +$504 +4 +5%
LFA
380
Legacy Financial Advisors
Kentucky
$11K +$10.7K +85 New
WWMSC
381
Wagner Wealth Management (South Carolina)
South Carolina
$10K
AWA
382
Acorn Wealth Advisors
Michigan
$9K +$8.69K +69 New
CA
383
Calton & Associates
Florida
$9K +$9.57K +76 New
GI
384
Gradient Investments
Minnesota
$8K +$7.43K +59 New
CFG
385
Citizens Financial Group
Rhode Island
$7K
PCTC
386
Perkins Coie Trust Company
Washington
$7K
Bessemer Group
387
Bessemer Group
New Jersey
$6K
VFA
388
Valeo Financial Advisors
Indiana
$6K
PHK
389
Point72 Hong Kong
Hong Kong
$6K +$6.17K +49 New
MPWT
390
MassMutual Private Wealth & Trust
Connecticut
$5.75K +$5.54K +44 New
SWP
391
Stratos Wealth Partners
Ohio
$5K +$5.16K +41 New
IWM
392
IHT Wealth Management
Illinois
$4K
ST
393
Smithfield Trust
Pennsylvania
$4K +$3.78K +30 New
CIM
394
Contravisory Investment Management
Massachusetts
$4K +$4.03K +32 New
SWM
395
SeaCrest Wealth Management
New York
$4K +$4.28K +34 New
CIBC Private Wealth Group
396
CIBC Private Wealth Group
Georgia
$3K +$3.02K +24 New
ASN
397
Advisory Services Network
Georgia
$2K -$11.5K -91 -88%
BTIS
398
BB&T Investment Services
North Carolina
$2K
EFSCE
399
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
TWA
400
TCI Wealth Advisors
Arizona
$2K