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LTC

LTC Properties
LTC

238 hedge funds and large institutions have $1.04B invested in LTC Properties in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 87 increasing their positions, 72 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more call options, than puts

Call options by funds: $3.5M | Put options by funds: $1.09M

90% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 21

21% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 72

7% more funds holding

Funds holding: 223 → 238 (+15)

0.24% less ownership

Funds ownership: 74.12% → 73.89% (-0.24%)

7% less capital invested

Capital invested by funds: $1.13B → $1.04B (-$83.7M)

Holders
238
Holders Change
+15
Holders Change %
+6.73%
% of All Funds
3.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
40
Increased
87
Reduced
72
Closed
21
Calls
$3.5M
Puts
$1.09M
Net Calls
+$2.41M
Net Calls Change
-$81K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$5.16M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.51M
3
Millennium Management
Millennium Management
New York
+$1.49M
4
UBS AM
UBS AM
Illinois
+$1.47M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$1.29M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$6.17M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$4.32M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$2.91M
4
Morgan Stanley
Morgan Stanley
New York
-$2.48M
5
Two Sigma Investments
Two Sigma Investments
New York
-$2.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
HIIFS
201
Harel Insurance Investments & Financial Services
Israel
$12K -$7.61K -200 -36%
HFM
202
Harvest Fund Management
China
$12K – – –
LC
203
Lindbrook Capital
California
$10.8K +$8.29K +218 +253%
WWM
204
Wolff Wiese Magana
California
$10.7K – – –
MSCM
205
McElhenny Sheffield Capital Management
Texas
$10.7K +$11.4K +300 New
TWA
206
TCI Wealth Advisors
Arizona
$9.91K +$5.21K +137 +96%
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$9.77K +$2.06K +54 +24%
FCMT
208
Founders Capital Management (Texas)
Texas
$9K – – –
Federated Hermes
209
Federated Hermes
Pennsylvania
$8.24K +$8.83K +232 New
HI
210
Harbour Investments
Wisconsin
$7.8K +$266 +7 +3%
AAMA
211
Advanced Asset Management Advisors
Ohio
$6.96K +$7.46K +196 New
CP
212
Castleview Partners
Texas
$6.79K -$52K -1,367 -88%
SIS
213
Sound Income Strategies
Florida
$6.39K – – –
FFA
214
Farther Finance Advisors
California
$5.22K +$5.59K +147 New
Bessemer Group
215
Bessemer Group
New Jersey
$4K – – –
PA
216
Parallel Advisors
California
$3.94K -$76 -2 -2%
AWM
217
Accurate Wealth Management
Florida
$3.58K +$3.81K +100 New
CFO
218
CVA Family Office
Colorado
$3.27K – – –
FHA
219
First Horizon Advisors
Tennessee
$3.09K +$685 +18 +26%
PK
220
Pflug Koory
Nebraska
$3K – – –
PFBT
221
Parkside Financial Bank & Trust
Missouri
$2.67K – – –
KFI
222
Key Financial Inc
Pennsylvania
$2.51K – – –
MFT
223
Moisand Fitzgerald Tamayo
Florida
$2.13K +$723 +19 +46%
BIA
224
Bell Investment Advisors
California
$2.1K +$647 +17 +40%
MPWT
225
MassMutual Private Wealth & Trust
Connecticut
$2K -$951 -25 -29%
7 8
9
10 11

LTC Hedge Fund Activity: Q4 2022 in Review

238 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in LTC Properties (LTC) for Q4 2022, worth a combined $1.04B — down 7.4% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new LTC positions and 21 closed out — a net gain of 19 holders — while 87 added to existing stakes and 72 trimmed.

The largest buyer was BlackRock, adding an estimated $5.16M. The largest seller was Invesco, cutting an estimated $6.17M.

  • 238 institutional investors held LTC Properties (LTC) as of Q4 2022, up from 223 in Q3 2022.
  • Funds reported $1.04B of LTC Properties stock for Q4 2022, down 7.4% quarter-over-quarter.
  • 40 funds opened new LTC Properties positions in Q4 2022 and 21 closed out, a net change of +19 holders.
  • The largest LTC Properties buyer in Q4 2022 was BlackRock, an estimated $5.16M added.
  • The largest LTC Properties seller in Q4 2022 was Invesco, an estimated $6.17M sold.

Based on aggregated 13F filings for Q4 2022.