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LTC

LTC Properties

231 hedge funds and large institutions have $974M invested in LTC Properties in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 75 increasing their positions, 89 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more call options, than puts

Call options by funds: $3.21M | Put options by funds: $1.32M

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

6% more funds holding

Funds holding: 217231 (+14)

1% less capital invested

Capital invested by funds: $979M → $974M (-$4.93M)

4.09% less ownership

Funds ownership: 73.57%69.48% (-4.1%)

16% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 89

Holders
231
Holders Change
+14
Holders Change %
+6.45%
% of All Funds
3.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
75
Reduced
89
Closed
18
Calls
$3.21M
Puts
$1.32M
Net Calls
+$1.89M
Net Calls Change
+$169K
Name Holding Trade Value Shares
Change
Change in
Stake
PI
176
PEAK6 Investments
Illinois
$36.4K +$35.7K +1,121 New
Fidelity Investments
177
Fidelity Investments
Massachusetts
$33.6K -$16.2K -507 -33%
SAG
178
SageView Advisory Group
California
$30K +$370K +11,601 New
CTC
179
Central Trust Company
Missouri
$27.6K
GWM
180
Geneos Wealth Management
Colorado
$27.6K
GI
181
GAMMA Investing
California
$24.4K -$4.46K -140 -16%
SS
182
Sunbelt Securities
Texas
$23.3K +$255 +8 +1%
QCG
183
Quadrant Capital Group
Ohio
$22.6K -$16.3K -511 -42%
KBC Group
184
KBC Group
Belgium
$21K -$16.9K -531 -45%
AF
185
Allworth Financial
California
$19.5K
PD
186
Point72 (DIFC)
United Arab Emirates
$18.2K +$17.8K +560 New
Ohio Public Employees Retirement System (OPERS)
187
Ohio Public Employees Retirement System (OPERS)
Ohio
$15.9K +$542 +17 +4%
BCWM
188
Bartlett & Co Wealth Management
Ohio
$15.3K
NFSG
189
Newbridge Financial Services Group
Florida
$15.2K
AGWCA
190
Annis Gardner Whiting Capital Advisors
Florida
$14.4K +$860 +27 +7%
FFWM
191
Future Financial Wealth Management
Ohio
$13K +$12.7K +400 New
S
192
SignatureFD
Georgia
$12.9K +$12K +377 +1,885%
EWA
193
EverSource Wealth Advisors
Alabama
$12.6K -$8.12K -255 -40%
TC
194
Truvestments Capital
Florida
$11.1K -$21K -658 -66%
CFD
195
Creative Financial Designs
Indiana
$10.8K
VCM
196
Versant Capital Management
Arizona
$10.3K -$510 -16 -5%
AAP
197
Arax Advisory Partners
Colorado
$8.45K -$6.37K -200 -43%
HI
198
Harbour Investments
Wisconsin
$7.74K +$127 +4 +2%
HIA
199
Harbor Investment Advisory
Maryland
$6.5K -$6.37K -200 -50%
SIS
200
Sound Income Strategies
Florida
$5.85K

LTC Hedge Fund Activity: Q1 2024 in Review

231 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in LTC Properties (LTC) for Q1 2024, worth a combined $974M — down 0.5% from $979M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new LTC positions and 18 closed out — a net gain of 17 holders — while 75 added to existing stakes and 89 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $16.5M. The largest seller was Morgan Stanley, cutting an estimated $13.1M.

  • 231 institutional investors held LTC Properties (LTC) as of Q1 2024, up from 217 in Q4 2023.
  • Funds reported $974M of LTC Properties stock for Q1 2024, down 0.5% quarter-over-quarter.
  • 35 funds opened new LTC Properties positions in Q1 2024 and 18 closed out, a net change of +17 holders.
  • The largest LTC Properties buyer in Q1 2024 was Balyasny Asset Management, an estimated $16.5M added.
  • The largest LTC Properties seller in Q1 2024 was Morgan Stanley, an estimated $13.1M sold.

Based on aggregated 13F filings for Q1 2024.