Alexandria Real Estate Equities
329 hedge funds and large institutions have $9.47B invested in Alexandria Real Estate Equities in 2016 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 152 increasing their positions, 106 reducing their positions, and 23 closing their positions.
43% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 23
43% more repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 106
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
15% more capital invested
Capital invested by funds: $8.23B → $9.47B (+$1.24B)
4.19% more ownership
Funds ownership: 107.67% → 111.86% (+4.2%)
2% more funds holding
Funds holding: 321 → 329 (+8)
57% less call options, than puts
Call options by funds: $2.8M | Put options by funds: $6.49M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$156M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$156M |
| 3 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
+$107M |
| 4 |
Nuveen
Charlotte,
North Carolina
|
+$73M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$70.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$59.6M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$45M |
| 3 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$39.2M |
| 4 |
SO
STRS Ohio
Columbus,
Ohio
|
-$21.8M |
| 5 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$14.5M |
ARE Hedge Fund Activity: Q3 2016 in Review
329 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q3 2016, worth a combined $9.47B — up 15% from $8.23B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new ARE positions and 23 closed out — a net gain of 10 holders — while 152 added to existing stakes and 106 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $156M. The largest seller was Fidelity Investments, exiting entirely with an estimated $59.6M sold.
- 329 institutional investors held Alexandria Real Estate Equities (ARE) as of Q3 2016, up from 321 in Q2 2016.
- Funds reported $9.47B of Alexandria Real Estate Equities stock for Q3 2016, up 15% quarter-over-quarter.
- 33 funds opened new Alexandria Real Estate Equities positions in Q3 2016 and 23 closed out, a net change of +10 holders.
- The largest Alexandria Real Estate Equities buyer in Q3 2016 was Cohen & Steers, an estimated $156M added.
- The largest Alexandria Real Estate Equities seller in Q3 2016 was Fidelity Investments, an estimated $59.6M sold.
Based on aggregated 13F filings for Q3 2016.