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LTC

LTC Properties
LTC

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: 210 → 217 (+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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$21.6M
2
BlackRock
BlackRock
New York
+$8.8M
3
Marshall Wace
Marshall Wace
United Kingdom
+$8.65M
4
Aberdeen Group
Aberdeen Group
United Kingdom
+$5.88M
5
Invesco
Invesco
Georgia
+$5.68M

Top Sellers

1
Northern Trust
Northern Trust
Illinois
-$4.1M
2
UOC
UBS O'Connor
Illinois
-$2.99M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$1.74M
4
Norges Bank
Norges Bank
Norway
-$1.45M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$1.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
201
NewEdge Advisors
Louisiana
$4.5K – – –
CAL
202
Capital Advisors Ltd
Ohio
$4K +$3.56K +110 New
FFA
203
Farther Finance Advisors
California
$3.05K -$1.68K -52 -35%
ASN
204
Advisory Services Network
Georgia
$2.28K +$2.3K +71 New
PA
205
Parallel Advisors
California
$2.25K +$2.07K +64 +1,067%
KFI
206
Key Financial Inc
Pennsylvania
$2.15K – – –
WTC
207
WhitTier Trust Company
Nevada
$2.15K -$97 -3 -4%
HWA
208
Heritage Wealth Advisors
Virginia
$1.61K – – –
SWM
209
Spire Wealth Management
Virginia
$1.6K – – –
BIA
210
Bell Investment Advisors
California
$1.51K +$65 +2 +4%
FHA
211
First Horizon Advisors
Tennessee
$1.48K -$1.33K -41 -47%
FMII
212
Farmers & Merchants Investments Inc
Nebraska
$1.03K – – –
S
213
SignatureFD
Georgia
$642 +$356 +11 +122%
FSWA
214
Financial Synergies Wealth Advisors
Texas
$498 +$453 +14 New
AWM
215
Abound Wealth Management
Tennessee
$418 – – –
PFBT
216
Parkside Financial Bank & Trust
Missouri
$97 -$1.84K -57 -95%
Robeco Institutional Asset Management
217
Robeco Institutional Asset Management
Netherlands
– -$862K -26,827 Closed
SFC
218
Strategic Financial Concepts
Texas
– -$627K -19,520 Closed
Verition Fund Management
219
Verition Fund Management
Connecticut
– -$435K -13,549 Closed
MYAM
220
Meiji Yasuda Asset Management
Japan
– -$370K -11,511 Closed
SPC
221
Sigma Planning Corp
Michigan
– -$272K -8,470 Closed
CIM
222
Cambria Investment Management
California
– -$237K -7,391 Closed
Point72 Asset Management
223
Point72 Asset Management
Connecticut
– -$121K -3,755 Closed
Simplex Trading
224
Simplex Trading
Illinois
– -$73.3K -2,267 Closed
Allspring Global Investments
225
Allspring Global Investments
North Carolina
– -$50K -1,555 Closed
6 7 8
9
10

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.