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LTC

LTC Properties

239 hedge funds and large institutions have $1.2B invested in LTC Properties in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 86 increasing their positions, 75 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more call options, than puts

Call options by funds: $2.72M | Put options by funds: $1.28M

111% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 18

15% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 75

13% more capital invested

Capital invested by funds: $1.06B → $1.2B (+$140M)

9% more funds holding

Funds holding: 219239 (+20)

2.96% more ownership

Funds ownership: 72.43%75.39% (+3%)

Holders
239
Holders Change
+20
Holders Change %
+9.13%
% of All Funds
3.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
38
Increased
86
Reduced
75
Closed
18
Calls
$2.72M
Puts
$1.28M
Net Calls
+$1.45M
Net Calls Change
-$835K
Name Holding Trade Value Shares
Change
Change in
Stake
SA
151
Sanctuary Advisors
Indiana
$270K +$252K +6,955 New
SMDAM
152
Sumitomo Mitsui DS Asset Management
Japan
$266K
VanEck Associates
153
VanEck Associates
New York
$265K +$29.4K +811 +12%
Russell Investments Group
154
Russell Investments Group
United Kingdom
$263K -$1.56K -43 -0.6%
SBIA
155
Sheaff Brock Investment Advisors
Indiana
$262K
VI
156
Versor Investments
New York
$246K -$50.7K -1,400 -17%
MOACM
157
Mutual of America Capital Management
New York
$240K -$21.9K -603 -8%
CAM
158
Campion Asset Management
Virginia
$240K -$362 -10 -0.2%
NAM
159
Nissay Asset Management
Japan
$233K +$11.2K +308 +5%
Cambridge Investment Research Advisors
160
Cambridge Investment Research Advisors
Iowa
$230K -$20.1K -554 -8%
GI
161
Gradient Investments
Minnesota
$224K +$2.57K +71 +1%
Mercer Global Advisors
162
Mercer Global Advisors
Colorado
$218K +$221K +6,099 New
US Bancorp
163
US Bancorp
Minnesota
$212K -$51.3K -1,415 -20%
EFG
164
Everhart Financial Group
Ohio
$211K +$208K +5,752 New
UOC
165
UBS O'Connor
Illinois
$210K -$549K -15,138 -73%
CTI
166
Community Trust & Investment
Kentucky
$202K +$199K +5,500 New
Public Employees Retirement Association of Colorado
167
Public Employees Retirement Association of Colorado
Colorado
$173K
AIP
168
Ameritas Investment Partners
Nebraska
$160K +$9.93K +274 +7%
Fidelity Investments
169
Fidelity Investments
Massachusetts
$106K +$59.9K +1,653 +133%
Lazard Asset Management
170
Lazard Asset Management
New York
$99K -$202K -5,582 -67%
Group One Trading
171
Group One Trading
Illinois
$98.1K +$96.9K +2,675 New
MA
172
Montag & Associates
Georgia
$75.8K +$74.8K +2,065 New
PNC Financial Services Group
173
PNC Financial Services Group
Pennsylvania
$72.7K -$17.3K -478 -19%
Fidelity International
174
Fidelity International
Bermuda
$66.8K -$111K -3,054 -63%
GI
175
GAMMA Investing
California
$66.2K +$13.3K +366 +25%

LTC Hedge Fund Activity: Q3 2024 in Review

239 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in LTC Properties (LTC) for Q3 2024, worth a combined $1.2B — up 13% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new LTC positions and 18 closed out — a net gain of 20 holders — while 86 added to existing stakes and 75 trimmed.

The largest buyer was Marshall Wace, adding an estimated $10.9M. The largest seller was Strategic Financial Concepts, cutting an estimated $23.7M.

  • 239 institutional investors held LTC Properties (LTC) as of Q3 2024, up from 219 in Q2 2024.
  • Funds reported $1.2B of LTC Properties stock for Q3 2024, up 13% quarter-over-quarter.
  • 38 funds opened new LTC Properties positions in Q3 2024 and 18 closed out, a net change of +20 holders.
  • The largest LTC Properties buyer in Q3 2024 was Marshall Wace, an estimated $10.9M added.
  • The largest LTC Properties seller in Q3 2024 was Strategic Financial Concepts, an estimated $23.7M sold.

Based on aggregated 13F filings for Q3 2024.