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LTC

LTC Properties

199 hedge funds and large institutions have $1.34B invested in LTC Properties in 2016 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 103 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 50

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

3% more funds holding

Funds holding: 193199 (+6)

2% more capital invested

Capital invested by funds: $1.32B → $1.34B (+$22.4M)

5.33% less ownership

Funds ownership: 86.93%81.61% (-5.3%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

52% less call options, than puts

Call options by funds: $1.22M | Put options by funds: $2.52M

Holders
199
Holders Change
+6
Holders Change %
+3.11%
% of All Funds
5.3%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
20
Increased
103
Reduced
50
Closed
13
Calls
$1.22M
Puts
$2.52M
Net Calls
-$1.3M
Net Calls Change
-$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
176
LS Investment Advisors
Michigan
$58K +$6.13K +139 +12%
PG
177
PEAK6 Group
Illinois
$57K +$55.6K +1,260 New
TFA
178
Transamerica Financial Advisors
Florida
$50K +$618 +14 +1%
CAL
179
Capital Analysts LLC
Pennsylvania
$46K +$397 +9 +0.9%
SBL
180
Sargent Bickham Lagudis
Colorado
$38K +$36.8K +833 New
SWA
181
Sutton Wealth Advisors
Florida
$35.2K +$34.4K +779 New
N
182
Nuveen
North Carolina
$30.6K +$15.6M +353,126 +109%
AF
183
Allworth Financial
California
$27K
VCM
184
Versant Capital Management
Arizona
$25K -$838 -19 -3%
HNB
185
Huntington National Bank
Ohio
$25K +$4.41K +100 +23%
PNC Financial Services Group
186
PNC Financial Services Group
Pennsylvania
$24K -$397 -9 -2%
AIM
187
Acrospire Investment Management
Illinois
$24K +$23.8K +540 New
TWI
188
Thomas White International
Illinois
$20K
QCG
189
Quadrant Capital Group
Ohio
$20K +$12.5K +284 +139%
Geode Capital Management
190
Geode Capital Management
Massachusetts
$14.2K +$1.19M +27,017 +9%
TWA
191
TCI Wealth Advisors
Arizona
$14K
Lazard Asset Management
192
Lazard Asset Management
New York
$13K
WT
193
Whittier Trust
California
$12K +$11.3K +256 New
TRCT
194
Tower Research Capital (TRC)
New York
$11K -$63.8K -1,445 -85%
VNA
195
Valley National Advisers
Pennsylvania
$11K
FCCM
196
First City Capital Management
Georgia
$10.5K +$132 +3 +1%
DSC
197
Duncker Streett & Co
Missouri
$9K
UFA
198
US Financial Advisors
Massachusetts
$2K
IA
199
IFP Advisors
Florida
$1K -$590K -13,367 -100%
WAM
200
Wealthspire Advisors (Maryland)
Maryland
$1K

LTC Hedge Fund Activity: Q1 2016 in Review

199 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in LTC Properties (LTC) for Q1 2016, worth a combined $1.34B — up 1.7% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new LTC positions and 13 closed out — a net gain of 7 holders — while 103 added to existing stakes and 50 trimmed.

The largest buyer was Nuveen, adding an estimated $15.6M. The largest seller was AllianceBernstein, cutting an estimated $86M.

  • 199 institutional investors held LTC Properties (LTC) as of Q1 2016, up from 193 in Q4 2015.
  • Funds reported $1.34B of LTC Properties stock for Q1 2016, up 1.7% quarter-over-quarter.
  • 20 funds opened new LTC Properties positions in Q1 2016 and 13 closed out, a net change of +7 holders.
  • The largest LTC Properties buyer in Q1 2016 was Nuveen, an estimated $15.6M added.
  • The largest LTC Properties seller in Q1 2016 was AllianceBernstein, an estimated $86M sold.

Based on aggregated 13F filings for Q1 2016.