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LTC

LTC Properties

239 hedge funds and large institutions have $1.2B invested in LTC Properties in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 86 increasing their positions, 75 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more call options, than puts

Call options by funds: $2.72M | Put options by funds: $1.28M

111% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 18

15% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 75

13% more capital invested

Capital invested by funds: $1.06B → $1.2B (+$140M)

9% more funds holding

Funds holding: 219239 (+20)

2.96% more ownership

Funds ownership: 72.43%75.39% (+3%)

Holders
239
Holders Change
+20
Holders Change %
+9.13%
% of All Funds
3.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
38
Increased
86
Reduced
75
Closed
18
Calls
$2.72M
Puts
$1.28M
Net Calls
+$1.45M
Net Calls Change
-$835K
Name Holding Trade Value Shares
Change
Change in
Stake
HI
201
Harbour Investments
Wisconsin
$9.75K +$870 +24 +10%
HNB
202
Huntington National Bank
Ohio
$9.32K +$7.25K +200 +370%
HIA
203
Harbor Investment Advisory
Maryland
$7.34K
UCI
204
Uncommon Cents Investing
Wisconsin
$7.34K +$7.25K +200 New
JFA
205
JNBA Financial Advisors
Minnesota
$7.08K +$6.99K +193 New
PD
206
Point72 (DIFC)
United Arab Emirates
$7.05K +$6.96K +192 New
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$6.9K +$399 +11 +6%
SIS
208
Sound Income Strategies
Florida
$6.6K
NA
209
NewEdge Advisors
Louisiana
$5.14K
UB
210
UMB Bank
Missouri
$4.18K +$2.35K +65 +133%
S
211
SignatureFD
Georgia
$4.07K +$3.3K +91 +455%
CIBC Private Wealth Group
212
CIBC Private Wealth Group
Georgia
$3.67K -$2.83K -78 -44%
SAM
213
Smartleaf Asset Management
Massachusetts
$3.33K +$326 +9 +11%
AAP
214
Arax Advisory Partners
Colorado
$3.27K
CPA
215
Capital Performance Advisors
California
$3.23K +$3.19K +88 New
PHK
216
Point72 Hong Kong
Hong Kong
$3.22K +$3.19K +88 New
RBC
217
Roble Belko & Company
Pennsylvania
$3K +$978 +27 +55%
FFA
218
Farther Finance Advisors
California
$2.71K +$471 +13 +21%
WTC
219
WhitTier Trust Company
Nevada
$2.53K
KFI
220
Key Financial Inc
Pennsylvania
$2.46K
SWM
221
Spire Wealth Management
Virginia
$2.38K
FCA
222
FinTrust Capital Advisors
South Carolina
$2.31K +$1.7K +47 +294%
RA
223
Rise Advisors
New York
$1.9K +$36 +1 +2%
HWA
224
Heritage Wealth Advisors
Virginia
$1.83K
FHA
225
First Horizon Advisors
Tennessee
$1.69K

LTC Hedge Fund Activity: Q3 2024 in Review

239 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in LTC Properties (LTC) for Q3 2024, worth a combined $1.2B — up 13% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new LTC positions and 18 closed out — a net gain of 20 holders — while 86 added to existing stakes and 75 trimmed.

The largest buyer was Marshall Wace, adding an estimated $10.9M. The largest seller was Strategic Financial Concepts, cutting an estimated $23.7M.

  • 239 institutional investors held LTC Properties (LTC) as of Q3 2024, up from 219 in Q2 2024.
  • Funds reported $1.2B of LTC Properties stock for Q3 2024, up 13% quarter-over-quarter.
  • 38 funds opened new LTC Properties positions in Q3 2024 and 18 closed out, a net change of +20 holders.
  • The largest LTC Properties buyer in Q3 2024 was Marshall Wace, an estimated $10.9M added.
  • The largest LTC Properties seller in Q3 2024 was Strategic Financial Concepts, an estimated $23.7M sold.

Based on aggregated 13F filings for Q3 2024.