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LTC

LTC Properties

182 hedge funds and large institutions have $1.24B invested in LTC Properties in 2015 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 75 increasing their positions, 64 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more call options, than puts

Call options by funds: $245K | Put options by funds: $95K

17% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 64

4.29% more ownership

Funds ownership: 80.7%84.99% (+4.3%)

2% less funds holding

Funds holding: 186182 (-4)

5% less capital invested

Capital invested by funds: $1.32B → $1.24B (-$72.2M)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
182
Holders Change
-4
Holders Change %
-2.15%
% of All Funds
4.9%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
15
Increased
75
Reduced
64
Closed
17
Calls
$245K
Puts
$95K
Net Calls
+$150K
Net Calls Change
+$558K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$210M -$2.18M -50,559 -1%
AllianceBernstein
2
AllianceBernstein
Tennessee
$106M +$355K +8,247 +0.3%
BFA
3
BlackRock Fund Advisors
California
$86.4M -$1.42M -32,974 -2%
Franklin Resources
4
Franklin Resources
California
$74.8M +$77.3M +1,797,500 New
BIT
5
BlackRock Institutional Trust
California
$57.2M -$2.22M -51,647 -4%
Deutsche Bank
6
Deutsche Bank
Germany
$55.6M -$3.53M -82,097 -6%
State Street
7
State Street
Massachusetts
$49.1M +$18.7M +435,593 +59%
Northern Trust
8
Northern Trust
Illinois
$45.8M +$1.48M +34,308 +3%
CNB
9
City National Bank
California
$38.3M +$2.97M +68,973 +8%
Invesco
10
Invesco
Georgia
$34.3M -$1.8M -41,884 -5%
SAMC
11
Shinko Asset Management Company
Japan
$31.4M -$1.8M -41,780 -5%
UIC
12
Uniplan Investment Counsel
Wisconsin
$25.4M +$26.3M +610,649 New
Bank of New York Mellon
13
Bank of New York Mellon
New York
$20.5M +$854K +19,861 +4%
WCM
14
Wedge Capital Management
North Carolina
$18.8M +$12.1M +280,969 +165%
BA
15
BlackRock Advisors
Delaware
$18.1M -$22.3M -518,389 -54%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$18M +$282K +6,560 +2%
JP Morgan Chase
17
JP Morgan Chase
New York
$17.7M -$3.17M -73,631 -15%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$14.2M -$4.56M -106,000 -24%
Norges Bank
19
Norges Bank
Norway
$13.8M
Geode Capital Management
20
Geode Capital Management
Massachusetts
$11.7M +$873K +20,301 +8%
BG
21
BlackRock Group
United Kingdom
$11M +$427K +9,917 +4%
TCM
22
Tekla Capital Management
Massachusetts
$9.84M
Principal Financial Group
23
Principal Financial Group
Iowa
$9.29M -$188K -4,378 -2%
TCM
24
Tributary Capital Management
Nebraska
$8.86M +$212K +4,936 +2%
BIM
25
BlackRock Investment Management
Delaware
$8.82M +$347K +8,066 +4%

LTC Hedge Fund Activity: Q2 2015 in Review

182 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in LTC Properties (LTC) for Q2 2015, worth a combined $1.24B — down 5.5% from $1.32B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of LTC and 15 opened new positions — a net loss of 2 holders — while 64 trimmed existing stakes and 75 added.

The largest buyer was Franklin Resources, opening a new position worth an estimated $77.3M. The largest seller was BlackRock Advisors, cutting an estimated $22.3M.

  • 182 institutional investors held LTC Properties (LTC) as of Q2 2015, down from 186 in Q1 2015.
  • Funds reported $1.24B of LTC Properties stock for Q2 2015, down 5.5% quarter-over-quarter.
  • 15 funds opened new LTC Properties positions in Q2 2015 and 17 closed out, a net change of -2 holders.
  • The largest LTC Properties buyer in Q2 2015 was Franklin Resources, an estimated $77.3M added.
  • The largest LTC Properties seller in Q2 2015 was BlackRock Advisors, an estimated $22.3M sold.

Based on aggregated 13F filings for Q2 2015.