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LTC

LTC Properties

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: 210217 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
176
Central Trust Company
Missouri
$27.3K
GWM
177
Geneos Wealth Management
Colorado
$27.3K
SS
178
Sunbelt Securities
Texas
$22.8K +$420 +13 +2%
BWM
179
Baystate Wealth Management
Massachusetts
$22.7K +$22.9K +708 New
EWA
180
EverSource Wealth Advisors
Alabama
$20.4K -$8.15K -252 -28%
CAS
181
Coppell Advisory Solutions
Texas
$19.5K +$679 +21 +4%
AF
182
Allworth Financial
California
$19.3K
Russell Investments Group
183
Russell Investments Group
United Kingdom
$16.6K -$81.7K -2,528 -83%
BCWM
184
Bartlett & Co Wealth Management
Ohio
$15.4K
Ohio Public Employees Retirement System (OPERS)
185
Ohio Public Employees Retirement System (OPERS)
Ohio
$15.2K +$323 +10 +2%
BC
186
Bartlett & Co
Ohio
$15K
NFSG
187
Newbridge Financial Services Group
Florida
$15K -$3.94K -122 -21%
AAP
188
Arax Advisory Partners
Colorado
$14.8K
AGWCA
189
Annis Gardner Whiting Capital Advisors
Florida
$13.3K
HIA
190
Harbor Investment Advisory
Maryland
$12.8K
IA
191
IFP Advisors
Florida
$11.1K -$14.2K -440 -56%
HFM
192
Harvest Fund Management
China
$11K
VCM
193
Versant Capital Management
Arizona
$10.7K -$711 -22 -6%
CFD
194
Creative Financial Designs
Indiana
$10.6K +$10.7K +331 New
CAM
195
Creekmur Asset Management
Illinois
$8.74K +$8.8K +272 New
HI
196
Harbour Investments
Wisconsin
$7.51K +$129 +4 +2%
FCMT
197
Founders Capital Management (Texas)
Texas
$6.1K
Bessemer Group
198
Bessemer Group
New Jersey
$6K +$1.16K +36 +23%
SIS
199
Sound Income Strategies
Florida
$5.78K
Fifth Third Bancorp
200
Fifth Third Bancorp
Ohio
$4.63K

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.