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Alexandria Real Estate Equities

481 hedge funds and large institutions have $17.2B invested in Alexandria Real Estate Equities in 2020 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 222 increasing their positions, 138 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $31.5M | Put options by funds: $15.6M

64% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 47

61% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 138

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

6% more funds holding

Funds holding: 455481 (+26)

4.31% less ownership

Funds ownership: 106.45%102.14% (-4.3%)

13% less capital invested

Capital invested by funds: $19.8B → $17.2B (-$2.61B)

Holders
481
Holders Change
+26
Holders Change %
+5.71%
% of All Funds
10.6%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.33%
New
77
Increased
222
Reduced
138
Closed
47
Calls
$31.5M
Puts
$15.6M
Net Calls
+$15.8M
Net Calls Change
-$4.24M
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
376
Personal Capital Advisors
California
$228K -$14.1K -90 -5%
BFC
377
Blue Fin Capital
Rhode Island
$227K -$3.91K -25 -1%
SACTSONJ
378
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$219K
RFC
379
Regions Financial Corp
Alabama
$218K -$42.3K -270 -15%
LWM
380
Lenox Wealth Management
Ohio
$216K +$233K +1,491 +1,936%
CI
381
Conning Inc
Connecticut
$210K -$13.6K -87 -5%
GIA
382
Gateway Investment Advisers
Ohio
$210K +$9.08K +58 +4%
AS
383
Altshuler Shaham
Israel
$209K +$182K +1,165 +333%
PHK
384
Point72 Hong Kong
Hong Kong
$208K -$576K -3,680 -71%
BF
385
BOK Financial
Oklahoma
$207K +$939 +6 +0.4%
MAP
386
Moody Aldrich Partners
Massachusetts
$201K -$939 -6 -0.4%
SC
387
Steph & Co
Wisconsin
$186K +$8.14K +52 +4%
Federated Hermes
388
Federated Hermes
Pennsylvania
$180K -$155K -993 -43%
ED
389
Exane Derivatives
France
$169K +$193K +1,231 New
LS
390
Livforsakringsbolaget Skandia
Sweden
$164K +$62.6K +400 +50%
QCG
391
Quadrant Capital Group
Ohio
$161K +$18.8K +120 +11%
NP
392
Ninepoint Partners
Ontario, Canada
$160K
QCMC
393
Quantum Capital Management (California)
California
$150K -$20.5K -131 -11%
RIM
394
Rampart Investment Management
Connecticut
$148K -$215K -1,376 -56%
CMBA
395
C.M. Bidwell & Associates
Hawaii
$127K -$63.7K -407 -31%
Carson Wealth (CWM LLC)
396
Carson Wealth (CWM LLC)
Nebraska
$124K
PA
397
Parallel Advisors
California
$121K +$101K +648 +276%
SIM
398
Sonora Investment Management
Arizona
$116K -$31.5K -201 -19%
MC
399
Muzinich & Co
New York
$113K +$49.2K +314 +61%
HFS
400
Hantz Financial Services
Michigan
$107K +$122K +778 New

ARE Hedge Fund Activity: Q1 2020 in Review

481 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q1 2020, worth a combined $17.2B — down 13% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new ARE positions and 47 closed out — a net gain of 30 holders — while 222 added to existing stakes and 138 trimmed.

The largest buyer was Norges Bank, adding an estimated $303M. The largest seller was Goldman Sachs, cutting an estimated $380M.

  • 481 institutional investors held Alexandria Real Estate Equities (ARE) as of Q1 2020, up from 455 in Q4 2019.
  • Funds reported $17.2B of Alexandria Real Estate Equities stock for Q1 2020, down 13% quarter-over-quarter.
  • 77 funds opened new Alexandria Real Estate Equities positions in Q1 2020 and 47 closed out, a net change of +30 holders.
  • The largest Alexandria Real Estate Equities buyer in Q1 2020 was Norges Bank, an estimated $303M added.
  • The largest Alexandria Real Estate Equities seller in Q1 2020 was Goldman Sachs, an estimated $380M sold.

Based on aggregated 13F filings for Q1 2020.