LTC Properties
217 hedge funds and large institutions have $979M invested in LTC Properties in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 80 increasing their positions, 78 reducing their positions, and 17 closing their positions.
300% more call options, than puts
Call options by funds: $2.3M | Put options by funds: $574K
41% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 17
8% more capital invested
Capital invested by funds: $908M → $979M (+$71M)
5.35% more ownership
Funds ownership: 68.22% → 73.57% (+5.4%)
3% more funds holding
Funds holding: 210 → 217 (+7)
3% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 78
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$21.6M |
| 2 |
BlackRock
New York
|
+$8.8M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$8.65M |
| 4 |
Aberdeen Group
Edinburgh,
United Kingdom
|
+$5.88M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$5.68M |
Top Sellers
| 1 |
Northern Trust
Chicago,
Illinois
|
-$4.1M |
| 2 |
UOC
UBS O'Connor
Chicago,
Illinois
|
-$2.99M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$1.74M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$1.45M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.31M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PI
226
PEAK6 Investments
Chicago,
Illinois
| – | -$23.1K | -715 | Closed |
|
|
CCP
227
Carmel Capital Partners
San Diego,
California
| – | -$18.4K | -574 | Closed |
|
228
Group One Trading
Chicago,
Illinois
| – | -$12.8K | -397 | Closed |
|
|
IPW
229
Impact Partnership Wealth
Marietta,
Georgia
| – | -$3.98K | -124 | Closed |
|
|
TWC
230
TD Waterhouse Canada
Toronto,
Ontario, Canada
| – | -$2.15K | -50 | Closed |
|
|
LC
231
Lindbrook Capital
Calabasas,
California
| – | -$1.19K | -37 | Closed |
|
|
MPWT
232
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$514 | -16 | Closed |
|
|
C
233
Covestor
London,
United Kingdom
| – | -$226 | -7 | -70% |
|
LTC Hedge Fund Activity: Q4 2023 in Review
217 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in LTC Properties (LTC) for Q4 2023, worth a combined $979M — up 7.8% from $908M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new LTC positions and 17 closed out — a net gain of 7 holders — while 80 added to existing stakes and 78 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $21.6M. The largest seller was Northern Trust, cutting an estimated $4.1M.
- 217 institutional investors held LTC Properties (LTC) as of Q4 2023, up from 210 in Q3 2023.
- Funds reported $979M of LTC Properties stock for Q4 2023, up 7.8% quarter-over-quarter.
- 24 funds opened new LTC Properties positions in Q4 2023 and 17 closed out, a net change of +7 holders.
- The largest LTC Properties buyer in Q4 2023 was Morgan Stanley, an estimated $21.6M added.
- The largest LTC Properties seller in Q4 2023 was Northern Trust, an estimated $4.1M sold.
Based on aggregated 13F filings for Q4 2023.