We are live on ! Find out more
LTC

LTC Properties

209 hedge funds and large institutions have $1.14B invested in LTC Properties in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 88 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $4.37M | Put options by funds: $1.89M

10% more capital invested

Capital invested by funds: $1.04B → $1.14B (+$100M)

1.21% less ownership

Funds ownership: 75.81%74.6% (-1.2%)

3% less funds holding

Funds holding: 215209 (-6)

15% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 27

35% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 88

Holders
209
Holders Change
-6
Holders Change %
-2.79%
% of All Funds
3.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
57
Reduced
88
Closed
27
Calls
$4.37M
Puts
$1.89M
Net Calls
+$2.48M
Net Calls Change
-$164K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
176
IFP Advisors
Florida
$28K
SPIA
177
Steward Partners Investment Advisory
New York
$24K +$184 +5 +0.8%
AF
178
Allworth Financial
California
$23K
SIM
179
Sonora Investment Management
Arizona
$23K
VCM
180
Versant Capital Management
Arizona
$22K -$110 -3 -0.5%
SIS
181
Sound Income Strategies
Florida
$21K
PWPS
182
Pinnacle Wealth Planning Services
Ohio
$20K +$19.2K +522 New
BCWM
183
Bartlett & Co Wealth Management
Ohio
$18.3K
BC
184
Bartlett & Co
Ohio
$18K
HNB
185
Huntington National Bank
Ohio
$17K -$625 -17 -4%
VCG
186
Vantage Consulting Group
Virginia
$17K +$15.7K +426 New
PI
187
PEAK6 Investments
Illinois
$13K +$12.7K +346 New
RFA
188
Reilly Financial Advisors
California
$12K
WWM
189
Wolff Wiese Magana
California
$12K +$11K +300 New
JCM
190
Jacobi Capital Management
Pennsylvania
$10K
PFGIA
191
Patriot Financial Group Insurance Agency
Massachusetts
$10K
VNA
192
Valley National Advisers
Pennsylvania
$10K
CAM
193
ClariVest Asset Management
California
$8K
EI
194
Ellevest Inc
New York
$6K +$698 +19 +13%
QCG
195
Quadrant Capital Group
Ohio
$5K
BWA
196
BDO Wealth Advisors
Florida
$5K +$73 +2 +2%
PFBT
197
Parkside Financial Bank & Trust
Missouri
$5K +$2.87K +78 +137%
DA
198
Denali Advisors
California
$4K +$3.38K +92 New
TWA
199
TCI Wealth Advisors
Arizona
$4K +$3.6K +98 New
AWA
200
Arkadios Wealth Advisors
Georgia
$3K -$6.47K -176 -69%

LTC Hedge Fund Activity: Q4 2020 in Review

209 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in LTC Properties (LTC) for Q4 2020, worth a combined $1.14B — up 9.7% from $1.04B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of LTC and 23 opened new positions — a net loss of 4 holders — while 88 trimmed existing stakes and 57 added.

The largest buyer was BlackRock, adding an estimated $15.1M. The largest seller was Victory Capital Management, cutting an estimated $21.8M.

  • 209 institutional investors held LTC Properties (LTC) as of Q4 2020, down from 215 in Q3 2020.
  • Funds reported $1.14B of LTC Properties stock for Q4 2020, up 9.7% quarter-over-quarter.
  • 23 funds opened new LTC Properties positions in Q4 2020 and 27 closed out, a net change of -4 holders.
  • The largest LTC Properties buyer in Q4 2020 was BlackRock, an estimated $15.1M added.
  • The largest LTC Properties seller in Q4 2020 was Victory Capital Management, an estimated $21.8M sold.

Based on aggregated 13F filings for Q4 2020.