We are live on ! Find out more
LADR

Ladder Capital
LADR

192 hedge funds and large institutions have $918M invested in Ladder Capital in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 70 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 17

23% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 57

16% more capital invested

Capital invested by funds: $791M → $918M (+$127M)

7% more funds holding

Funds holding: 180 → 192 (+12)

2.06% more ownership

Funds ownership: 60.74% → 62.79% (+2.1%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

73% less call options, than puts

Call options by funds: $1.59M | Put options by funds: $5.81M

Holders
192
Holders Change
+12
Holders Change %
+6.67%
% of All Funds
2.8%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
30
Increased
70
Reduced
57
Closed
17
Calls
$1.59M
Puts
$5.81M
Net Calls
-$4.22M
Net Calls Change
-$5.44M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$14.1M
2
BlackRock
BlackRock
New York
+$4.33M
3
JP Morgan Chase
JP Morgan Chase
New York
+$4.25M
4
Lido Advisors
Lido Advisors
California
+$3.19M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$3.13M

Top Sellers

Rank Fund Capital Flow
1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$7.52M
2
Citigroup
Citigroup
New York
-$5.19M
3
ACM
Advisors Capital Management
New Jersey
-$3.04M
4
UOC
UBS O'Connor
Illinois
-$1.56M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$7.87M -$412K -38,615 -5%
RVPG
27
Relative Value Partners Group
$7.11M +$758K +71,047 +13%
PFC
28
Phocas Financial Corp
California
$6.35M +$113K +10,594 +2%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$5.82M +$49.5K +4,640 +0.9%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$5.65M +$252K +23,600 +5%
Millennium Management
31
Millennium Management
New York
$5.36M +$27.2K +2,554 +0.6%
Invesco
32
Invesco
Georgia
$4.92M +$525K +49,212 +13%
VOYA Investment Management
33
VOYA Investment Management
Georgia
$4.57M -$367K -34,399 -8%
Qube Research & Technologies (QRT)
34
Qube Research & Technologies (QRT)
United Kingdom
$3.92M +$1.13M +105,809 +45%
Bank of America
35
Bank of America
North Carolina
$3.63M -$328K -30,753 -9%
Osaic Holdings
36
Osaic Holdings
Arizona
$3.62M +$757K +71,002 +29%
PI
37
Putnam Investments
Massachusetts
$3.53M -$261K -24,513 -7%
Lido Advisors
38
Lido Advisors
California
$3.51M +$3.19M +299,029 New
AIM
39
Access Investment Management
Georgia
$3.17M +$2.93M +275,123 New
MAMNY
40
Marathon Asset Management (New York)
New York
$3.16M – – –
UBS Group
41
UBS Group
Switzerland
$3.05M +$1.77M +165,617 +167%
CS
42
Credit Suisse
Switzerland
$2.68M +$121K +11,367 +5%
State of New Jersey Common Pension Fund D
43
State of New Jersey Common Pension Fund D
New Jersey
$2.63M – – –
AI
44
AXS Investments
New York
$2.63M -$220K -20,603 -8%
Swiss National Bank
45
Swiss National Bank
Switzerland
$2.59M -$277K -26,000 -10%
Two Sigma Advisers
46
Two Sigma Advisers
New York
$2.54M -$891K -83,600 -27%
ACA
47
Aptus Capital Advisors
Alabama
$2.45M -$25K -2,349 -1%
Barclays
48
Barclays
United Kingdom
$2.25M +$1.46M +136,840 +234%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$2.13M -$141K -13,225 -7%
AllianceBernstein
50
AllianceBernstein
Tennessee
$2.11M +$483K +45,342 +33%
1
2
3 4 5

LADR Hedge Fund Activity: Q4 2023 in Review

192 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Ladder Capital (LADR) for Q4 2023, worth a combined $918M — up 16% from $791M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new LADR positions and 17 closed out — a net gain of 13 holders — while 70 added to existing stakes and 57 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.1M. The largest seller was Balyasny Asset Management, cutting an estimated $7.52M.

  • 192 institutional investors held Ladder Capital (LADR) as of Q4 2023, up from 180 in Q3 2023.
  • Funds reported $918M of Ladder Capital stock for Q4 2023, up 16% quarter-over-quarter.
  • 30 funds opened new Ladder Capital positions in Q4 2023 and 17 closed out, a net change of +13 holders.
  • The largest Ladder Capital buyer in Q4 2023 was Morgan Stanley, an estimated $14.1M added.
  • The largest Ladder Capital seller in Q4 2023 was Balyasny Asset Management, an estimated $7.52M sold.

Based on aggregated 13F filings for Q4 2023.