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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
MPWT
201
MassMutual Private Wealth & Trust
Connecticut
$5.56K +$5.45K +171 New
Fifth Third Bancorp
202
Fifth Third Bancorp
Ohio
$4.91K +$223 +7 +5%
QL
203
Quarry LP
New York
$4.68K +$4.59K +144 New
NA
204
NewEdge Advisors
Louisiana
$4.55K
Bessemer Group
205
Bessemer Group
New Jersey
$4K -$1.82K -57 -29%
CFM
206
Catalyst Funds Management
Australia
$3.25K +$3.19K +100 New
CIBC Private Wealth Group
207
CIBC Private Wealth Group
Georgia
$3.23K +$3.19K +100 New
WTC
208
WhitTier Trust Company
Nevada
$2.31K +$127 +4 +6%
FFA
209
Farther Finance Advisors
California
$2.23K -$828 -26 -27%
KFI
210
Key Financial Inc
Pennsylvania
$2.18K
CA
211
Clearstead Advisors
Ohio
$2.17K +$2.01K +63 New
SWM
212
Spire Wealth Management
Virginia
$2.11K +$478 +15 +30%
LC
213
Lindbrook Capital
California
$1.66K +$1.63K +51 New
HWA
214
Heritage Wealth Advisors
Virginia
$1.63K
FHA
215
First Horizon Advisors
Tennessee
$1.5K
HNB
216
Huntington National Bank
Ohio
$1.46K +$1.43K +45 New
RCM
217
Raleigh Capital Management
North Carolina
$1.05K +$1.02K +32 New
FMII
218
Farmers & Merchants Investments Inc
Nebraska
$1.04K
BIA
219
Bell Investment Advisors
California
$1.01K -$510 -16 -34%
FCAS
220
First Command Advisory Services
Texas
$1.01K +$988 +31 New
NS
221
NBC Securities
Alabama
$1K +$701 +22 New
PA
222
Parallel Advisors
California
$975 -$1.27K -40 -57%
AWM
223
Avior Wealth Management
Nebraska
$845 +$828 +26 New
UB
224
UMB Bank
Missouri
$455 +$446 +14 New
AWM
225
Abound Wealth Management
Tennessee
$423

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.