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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
US Bancorp
151
US Bancorp
Minnesota
$209K -$4.69K -145 -2%
Squarepoint
152
Squarepoint
New York
$208K +$210K +6,483 New
Public Employees Retirement Association of Colorado
153
Public Employees Retirement Association of Colorado
Colorado
$205K -$18.9K -583 -8%
NYLIM
154
New York Life Investment Management
New York
$201K +$202K +6,251 New
GI
155
Gradient Investments
Minnesota
$186K +$3.27K +101 +2%
VanEck Associates
156
VanEck Associates
New York
$185K +$30.6K +945 +20%
PHK
157
Point72 Hong Kong
Hong Kong
$144K +$145K +4,483 New
PE
158
Point72 Europe
United Kingdom
$141K +$142K +4,404 New
AIP
159
Ameritas Investment Partners
Nebraska
$131K – – –
MLICM
160
Metropolitan Life Insurance Company (MetLife)
New York
$120K -$129 -4 -0.1%
Lazard Asset Management
161
Lazard Asset Management
New York
$102K +$70.2K +2,171 +212%
PMEF
162
Point72 Middle East FZE
United Arab Emirates
$101K -$118K -3,643 -54%
PNC Financial Services Group
163
PNC Financial Services Group
Pennsylvania
$93K +$8.51K +263 +10%
SOW
164
State of Wyoming
Wyoming
$74.2K +$74.7K +2,310 New
PS
165
Principal Securities
Iowa
$58.1K +$58.5K +1,810 New
Fidelity Investments
166
Fidelity Investments
Massachusetts
$49.5K +$12.1K +373 +32%
PAS
167
Point72 Asia (Singapore)
Singapore
$40.3K +$40.6K +1,256 New
PTC
168
Private Trust Company
Ohio
$40.2K +$16.6K +512 +69%
NSIM
169
North Star Investment Management
Illinois
$40.1K +$3.23K +100 +9%
HWA
170
HHM Wealth Advisors
Tennessee
$40.1K – – –
QCG
171
Quadrant Capital Group
Ohio
$38.7K +$17.1K +529 +78%
KBC Group
172
KBC Group
Belgium
$38K -$7.28K -225 -16%
SPIA
173
Steward Partners Investment Advisory
New York
$36.4K +$226 +7 +0.6%
TC
174
Truvestments Capital
Florida
$32.1K +$32.3K +1,000 New
GI
175
GAMMA Investing
California
$27.8K +$28.8K +892 New
5 6
7
8 9

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.