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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.

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: 66 (0)

1% less funds holding

Funds holding: 328324 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Janus Henderson Group
101
Janus Henderson Group
United Kingdom
$11.5M +$1.53M +14,221 +16%
BJ
102
BlackRock Japan
Japan
$11.3M +$66.6K +621 +0.6%
Thrivent Financial for Lutherans
103
Thrivent Financial for Lutherans
Minnesota
$10.9M -$161K -1,500 -2%
PFC
104
Phocas Financial Corp
California
$10.9M +$388K +3,619 +4%
MSR
105
Main Street Research
Connecticut
$10.8M +$6.42M +59,825 +160%
DSA
106
Davis Selected Advisers
Arizona
$10.8M +$217K +2,021 +2%
State of Tennessee, Department of Treasury
107
State of Tennessee, Department of Treasury
Tennessee
$10.2M -$635K -5,921 -6%
Fidelity International
108
Fidelity International
Bermuda
$10.2M -$12.5M -116,115 -56%
PPA
109
Parametric Portfolio Associates
Washington
$9.63M -$29.3K -273 -0.3%
Balyasny Asset Management
110
Balyasny Asset Management
Illinois
$9.41M +$9.09M +84,709 New
MNA
111
Manning & Napier Advisors
New York
$9.3M
TIAAOA
112
Teachers Insurance & Annuity Association of America
New York
$9.24M +$70.8K +660 +0.8%
KBC Group
113
KBC Group
Belgium
$9.04M +$3.72M +34,686 +74%
MLICM
114
Metropolitan Life Insurance Company (MetLife)
New York
$8.76M +$134K +1,249 +2%
O
115
OppenheimerFunds
New York
$8.5M +$56K +522 +0.7%
Credit Agricole
116
Credit Agricole
France
$8.46M +$590K +5,494 +8%
SP
117
Sarasin & Partners
United Kingdom
$7.82M +$213K +1,985 +3%
Zurich Cantonal Bank
118
Zurich Cantonal Bank
Switzerland
$7.67M +$2.46M +22,899 +50%
State of Wisconsin Investment Board
119
State of Wisconsin Investment Board
Wisconsin
$7.5M -$659K -6,144 -8%
Robeco Institutional Asset Management
120
Robeco Institutional Asset Management
Netherlands
$7.18M -$37.2K -347 -0.5%
Nomura Asset Management
121
Nomura Asset Management
Japan
$7.18M +$513K +4,776 +8%
KCM
122
Kennedy Capital Management
Missouri
$7.06M -$1.4M -13,074 -17%
MOACM
123
Mutual of America Capital Management
New York
$6.89M +$312K +2,911 +5%
Comerica Bank
124
Comerica Bank
Texas
$6.84M +$490K +4,570 +8%
TPSF
125
Texas Permanent School Fund
Texas
$6.44M -$159K -1,479 -2%

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.