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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$14.1M |
| 2 |
BlackRock
New York
|
+$4.33M |
| 3 |
JP Morgan Chase
New York
|
+$4.25M |
| 4 |
Lido Advisors
Los Angeles,
California
|
+$3.19M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$3.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$7.52M |
| 2 |
Citigroup
New York
|
-$5.19M |
| 3 |
ACM
Advisors Capital Management
Ridgewood,
New Jersey
|
-$3.04M |
| 4 |
UOC
UBS O'Connor
Chicago,
Illinois
|
-$1.56M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.35M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SCM
201
Stevens Capital Management
Radnor,
Pennsylvania
| – | -$267K | -26,026 | Closed |
|
|
SI
202
Stephens Inc
Little Rock,
Arkansas
| – | -$219K | -21,365 | Closed |
|
|
NW
203
Naviter Wealth
Little Rock,
Arkansas
| – | -$189K | -17,991 | Closed |
|
|
CCA
204
Catalyst Capital Advisors
Huntington,
New York
| – | -$92.5K | -9,020 | Closed |
|
|
SIS
205
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$10.3K | -1,006 | Closed |
|
|
AWM
206
Avior Wealth Management
Omaha,
Nebraska
| – | -$4.2K | -409 | Closed |
|
|
HIA
207
Harbor Investment Advisory
Lutherville,
Maryland
| – | -$3.26K | -318 | Closed |
|
|
GRP
208
Global Retirement Partners
San Rafael,
California
| – | -$184 | -19 | Closed |
|
209
AssetMark Inc
Concord,
California
| – | -$164 | -16 | Closed |
|
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.