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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
California Public Employees Retirement System
76
California Public Employees Retirement System
California
$19.5M -$204K -1,900 -1%
WBC
77
Westpac Banking Corp
Australia
$19.2M +$6.69M +62,323 +58%
REMS
78
Real Estate Management Services
$18.9M -$2.54M -23,700 -12%
RhumbLine Advisers
79
RhumbLine Advisers
Massachusetts
$18.3M +$2.06M +19,197 +13%
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$18.3M -$462K -4,300 -3%
Mitsubishi UFJ Trust & Banking
81
Mitsubishi UFJ Trust & Banking
Japan
$17.4M +$891K +8,298 +6%
GC
82
Guggenheim Capital
Illinois
$17.2M -$2.25K -21 -0%
AIG
83
American International Group
New York
$17M +$273K +2,548 +2%
ERSOT
84
Employees Retirement System of Texas
Texas
$16.7M +$5.37M +50,000 +50%
DL
85
Delta Lloyd
Netherlands
$16.6M +$1.37M +12,744 +9%
Ohio Public Employees Retirement System (OPERS)
86
Ohio Public Employees Retirement System (OPERS)
Ohio
$16M +$1.83M +17,014 +14%
Morgan Stanley
87
Morgan Stanley
New York
$15.7M +$2.58M +24,034 +20%
NFA
88
Nationwide Fund Advisors
Ohio
$15.4M +$73.2K +682 +0.5%
SEI Investments
89
SEI Investments
Pennsylvania
$15.3M +$3.64M +33,910 +31%
First Trust Advisors
90
First Trust Advisors
Illinois
$14.2M +$964K +8,980 +8%
New York State Teachers Retirement System (NYSTRS)
91
New York State Teachers Retirement System (NYSTRS)
New York
$14M – – –
State Board of Administration of Florida Retirement System
92
State Board of Administration of Florida Retirement System
Florida
$13.9M +$325K +3,025 +2%
MAM
93
Martingale Asset Management
Massachusetts
$13.8M -$2.78M -25,901 -17%
CRIM
94
Castle Ridge Investment Management
Connecticut
$13.8M +$13.4M +124,500 New
CCM
95
Chilton Capital Management
Texas
$13.2M -$857K -7,989 -6%
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$12.8M +$10.7M +99,981 +584%
Citigroup
97
Citigroup
New York
$12.4M +$2.04M +18,997 +21%
Manulife (Manufacturers Life Insurance)
98
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.3M +$138K +1,287 +1%
Canada Life
99
Canada Life
Manitoba, Canada
$12.2M +$853K +7,949 +8%
MPAM
100
Monarch Partners Asset Management
Massachusetts
$11.8M +$4.4M +40,980 +63%
2 3
4
5 6

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.