We are live on ! Find out more
LTC

LTC Properties

197 hedge funds and large institutions have $1.3B invested in LTC Properties in 2015 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 71 increasing their positions, 65 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 13

8% more funds holding

Funds holding: 182197 (+15)

3.86% more ownership

Funds ownership: 84.99%88.85% (+3.9%)

9% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 65

5% more capital invested

Capital invested by funds: $1.24B → $1.3B (+$59.6M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

96% less call options, than puts

Call options by funds: $4K | Put options by funds: $89K

Holders
197
Holders Change
+15
Holders Change %
+8.24%
% of All Funds
5.5%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
29
Increased
71
Reduced
65
Closed
13
Calls
$4K
Puts
$89K
Net Calls
-$85K
Net Calls Change
-$235K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$217M +$1.6M +37,726 +0.7%
AllianceBernstein
2
AllianceBernstein
Tennessee
$105M -$3.86M -91,032 -4%
Franklin Resources
3
Franklin Resources
California
$91.4M +$14.6M +344,600 +19%
BFA
4
BlackRock Fund Advisors
California
$90.9M +$2.27M +53,616 +3%
BIT
5
BlackRock Institutional Trust
California
$58.5M -$231K -5,447 -0.4%
Northern Trust
6
Northern Trust
Illinois
$53M +$5.95M +140,214 +13%
State Street
7
State Street
Massachusetts
$48.6M -$1.74M -40,922 -3%
Deutsche Bank
8
Deutsche Bank
Germany
$44.7M -$12.3M -289,195 -22%
CNB
9
City National Bank
California
$41.8M +$2.53M +59,548 +6%
Invesco
10
Invesco
Georgia
$34.7M -$414K -9,769 -1%
SAMC
11
Shinko Asset Management Company
Japan
$30.8M -$1.45M -34,300 -5%
Victory Capital Management
12
Victory Capital Management
Texas
$30.3M +$30M +707,794 +24,365%
UIC
13
Uniplan Investment Counsel
Wisconsin
$28.1M +$2.02M +47,650 +8%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$24.1M +$3.07M +72,353 +15%
WCM
15
Wedge Capital Management
North Carolina
$19.7M +$387K +9,125 +2%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$18.9M +$451K +10,630 +2%
BA
17
BlackRock Advisors
Delaware
$18.6M +$82.6K +1,947 +0.4%
JP Morgan Chase
18
JP Morgan Chase
New York
$17.4M -$752K -17,740 -4%
Norges Bank
19
Norges Bank
Norway
$14.2M
Geode Capital Management
20
Geode Capital Management
Massachusetts
$12.3M +$271K +6,389 +2%
BG
21
BlackRock Group
United Kingdom
$11.1M -$156K -3,673 -1%
Charles Schwab
22
Charles Schwab
California
$10.1M +$1.51M +35,537 +18%
TCM
23
Tekla Capital Management
Massachusetts
$10.1M
Principal Financial Group
24
Principal Financial Group
Iowa
$9.82M +$290K +6,845 +3%
TCM
25
Tributary Capital Management
Nebraska
$9.6M +$514K +12,123 +6%

LTC Hedge Fund Activity: Q3 2015 in Review

197 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in LTC Properties (LTC) for Q3 2015, worth a combined $1.3B — up 4.8% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new LTC positions and 13 closed out — a net gain of 16 holders — while 71 added to existing stakes and 65 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $30M. The largest seller was Deutsche Bank, cutting an estimated $12.3M.

  • 197 institutional investors held LTC Properties (LTC) as of Q3 2015, up from 182 in Q2 2015.
  • Funds reported $1.3B of LTC Properties stock for Q3 2015, up 4.8% quarter-over-quarter.
  • 29 funds opened new LTC Properties positions in Q3 2015 and 13 closed out, a net change of +16 holders.
  • The largest LTC Properties buyer in Q3 2015 was Victory Capital Management, an estimated $30M added.
  • The largest LTC Properties seller in Q3 2015 was Deutsche Bank, an estimated $12.3M sold.

Based on aggregated 13F filings for Q3 2015.