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LADR

Ladder Capital

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: 180192 (+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: 32 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$129M +$869K +81,521 +0.7%
BlackRock
2
BlackRock
New York
$116M +$4.33M +405,997 +4%
Jennison Associates
3
Jennison Associates
New York
$68.3M -$1.28M -120,180 -2%
KI
4
Koch Industries
Kansas
$46M
Brown Advisory
5
Brown Advisory
Maryland
$40.7M -$1.24M -116,607 -3%
Goldman Sachs
6
Goldman Sachs
New York
$37.4M +$668K +62,633 +2%
State Street
7
State Street
Massachusetts
$33.8M +$1.65M +155,164 +6%
N
8
Nuveen
North Carolina
$31.4M +$147K +13,812 +0.5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$28.4M +$1.33M +124,872 +5%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$23.6M +$3.13M +293,615 +17%
JP Morgan Chase
11
JP Morgan Chase
New York
$21.3M +$4.25M +398,266 +27%
Morgan Stanley
12
Morgan Stanley
New York
$21.2M +$14.1M +1,326,623 +259%
Victory Capital Management
13
Victory Capital Management
Texas
$19.4M +$111K +10,406 +0.6%
Northern Trust
14
Northern Trust
Illinois
$19M +$116K +10,842 +0.7%
Charles Schwab
15
Charles Schwab
California
$17.7M +$206K +19,327 +1%
Balyasny Asset Management
16
Balyasny Asset Management
Illinois
$15.4M -$7.52M -705,621 -35%
ACM
17
Advisors Capital Management
New Jersey
$15.4M -$3.04M -284,701 -18%
LSV Asset Management
18
LSV Asset Management
Illinois
$11.3M +$352K +33,000 +3%
Principal Financial Group
19
Principal Financial Group
Iowa
$9.91M -$209K -19,587 -2%
RJA
20
Raymond James & Associates
Florida
$9.49M +$675K +63,299 +8%
VanEck Associates
21
VanEck Associates
New York
$9.45M +$126K +11,802 +1%
Mirae Asset Global Investments
22
Mirae Asset Global Investments
South Korea
$9.44M -$596K -55,881 -6%
MW
23
Melia Wealth
Oklahoma
$9.32M +$8.63M +809,745 New
Norges Bank
24
Norges Bank
Norway
$8.92M -$1.06M -99,685 -11%
Amundi
25
Amundi
France
$8.1M -$576K -54,055 -7%

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.