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LTC

LTC Properties
LTC

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
217
Holders Change
+7
Holders Change %
+3.33%
% of All Funds
3.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
80
Reduced
78
Closed
17
Calls
$2.3M
Puts
$574K
Net Calls
+$1.72M
Net Calls Change
-$142K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$21.6M
2
BlackRock
BlackRock
New York
+$8.8M
3
Marshall Wace
Marshall Wace
United Kingdom
+$8.65M
4
Aberdeen Group
Aberdeen Group
United Kingdom
+$5.88M
5
Invesco
Invesco
Georgia
+$5.68M

Top Sellers

1
Northern Trust
Northern Trust
Illinois
-$4.1M
2
UOC
UBS O'Connor
Illinois
-$2.99M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$1.74M
4
Norges Bank
Norges Bank
Norway
-$1.45M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$1.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
Asset Management One
26
Asset Management One
Japan
$4.26M +$537K +16,602 +15%
Ameriprise
27
Ameriprise
Minnesota
$3.97M -$320K -9,892 -7%
CSS
28
Cubist Systematic Strategies
Connecticut
$3.63M +$3.3M +102,076 +943%
Tudor Investment Corp
29
Tudor Investment Corp
Connecticut
$3.47M +$1.95M +60,370 +126%
TAM
30
Trillium Asset Management
Massachusetts
$3.42M +$306K +9,457 +10%
Bank of America
31
Bank of America
North Carolina
$3.21M +$274K +8,486 +9%
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$3.04M +$1.51M +46,662 +97%
CS
33
Credit Suisse
Switzerland
$2.9M +$211K +6,516 +8%
Renaissance Technologies
34
Renaissance Technologies
New York
$2.81M +$1.71M +53,000 +153%
Janus Henderson Group
35
Janus Henderson Group
United Kingdom
$2.77M -$1K -31 -0%
Public Sector Pension Investment Board (PSP Investments)
36
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.76M +$1.12M +34,759 +68%
Citadel Advisors
37
Citadel Advisors
Florida
$2.73M +$2.32M +71,670 +532%
Deutsche Bank
38
Deutsche Bank
Germany
$2.64M +$166K +5,127 +7%
Swiss National Bank
39
Swiss National Bank
Switzerland
$2.62M -$304K -9,400 -10%
New York State Teachers Retirement System (NYSTRS)
40
New York State Teachers Retirement System (NYSTRS)
New York
$2.59M +$112K +3,472 +4%
Barclays
41
Barclays
United Kingdom
$2.45M +$1.45M +44,701 +142%
Voloridge Investment Management
42
Voloridge Investment Management
Florida
$2.21M +$617K +19,071 +38%
DekaBank Deutsche Girozentrale
43
DekaBank Deutsche Girozentrale
Germany
$2.18M +$212K +6,565 +11%
UOC
44
UBS O'Connor
Illinois
$1.78M -$2.99M -92,443 -63%
AllianceBernstein
45
AllianceBernstein
Tennessee
$1.75M -$48.7K -1,506 -3%
SDIC
46
South Dakota Investment Council
South Dakota
$1.7M – – –
IAA
47
Independent Advisor Alliance
North Carolina
$1.64M +$77.3K +2,389 +5%
CCIA
48
Campbell & Co Investment Adviser
Maryland
$1.56M +$280K +8,674 +22%
Canada Life
49
Canada Life
Manitoba, Canada
$1.55M -$70.2K -2,170 -4%
Prudential Financial
50
Prudential Financial
New Jersey
$1.54M -$15.8K -489 -1%
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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.