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LTC

LTC Properties

214 hedge funds and large institutions have $1.11B invested in LTC Properties in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 75 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $4M | Put options by funds: $2.75M

0.92% less ownership

Funds ownership: 74.41%73.49% (-0.92%)

3% less funds holding

Funds holding: 221214 (-7)

9% less capital invested

Capital invested by funds: $1.21B → $1.11B (-$105M)

13% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 75

21% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 29

Holders
214
Holders Change
-7
Holders Change %
-3.17%
% of All Funds
3.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
65
Reduced
75
Closed
29
Calls
$4M
Puts
$2.75M
Net Calls
+$1.25M
Net Calls Change
-$1.47M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$277M -$3.79M -93,147 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$240M +$1.54M +37,732 +0.6%
State Street
3
State Street
Massachusetts
$97M +$3.86M +94,847 +4%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$39.6M -$24.2M -595,178 -37%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$30M +$486K +11,948 +2%
Northern Trust
6
Northern Trust
Illinois
$28.9M -$717K -17,602 -2%
Invesco
7
Invesco
Georgia
$26.8M +$14.2M +348,592 +100%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$22.6M -$165K -4,042 -0.7%
Charles Schwab
9
Charles Schwab
California
$19.4M +$599K +14,721 +3%
Axa
10
Axa
France
$17.8M
Norges Bank
11
Norges Bank
Norway
$17.2M -$1.31M -32,293 -7%
UIC
12
Uniplan Investment Counsel
Wisconsin
$16.1M -$668K -16,410 -4%
Mirae Asset Global Investments
13
Mirae Asset Global Investments
South Korea
$14.9M +$1.2M +29,382 +8%
Principal Financial Group
14
Principal Financial Group
Iowa
$14M +$192K +4,718 +1%
Legal & General Group
15
Legal & General Group
United Kingdom
$12.1M -$1.36M -33,474 -10%
ACM
16
Advisors Capital Management
New Jersey
$11.8M +$534K +13,125 +4%
Morgan Stanley
17
Morgan Stanley
New York
$10.8M +$5.21M +127,927 +84%
JP Morgan Chase
18
JP Morgan Chase
New York
$8.91M -$6.05M -148,693 -39%
Russell Investments Group
19
Russell Investments Group
United Kingdom
$8.2M +$801K +19,674 +10%
UBS AM
20
UBS AM
Illinois
$7.83M +$1.02M +25,027 +14%
N
21
Nuveen
North Carolina
$7.31M -$245K -6,029 -3%
TCM
22
Tekla Capital Management
Massachusetts
$7M
Ameriprise
23
Ameriprise
Minnesota
$6.63M -$236K -5,791 -3%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$5.82M +$32.3K +793 +0.5%
Nordea Investment Management
25
Nordea Investment Management
Sweden
$4.68M +$391K +9,595 +9%

LTC Hedge Fund Activity: Q2 2021 in Review

214 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in LTC Properties (LTC) for Q2 2021, worth a combined $1.11B — down 8.7% from $1.21B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of LTC and 23 opened new positions — a net loss of 6 holders — while 75 trimmed existing stakes and 65 added.

The largest buyer was Invesco, adding an estimated $14.2M. The largest seller was Bank of New York Mellon, cutting an estimated $24.2M.

  • 214 institutional investors held LTC Properties (LTC) as of Q2 2021, down from 221 in Q1 2021.
  • Funds reported $1.11B of LTC Properties stock for Q2 2021, down 8.7% quarter-over-quarter.
  • 23 funds opened new LTC Properties positions in Q2 2021 and 29 closed out, a net change of -6 holders.
  • The largest LTC Properties buyer in Q2 2021 was Invesco, an estimated $14.2M added.
  • The largest LTC Properties seller in Q2 2021 was Bank of New York Mellon, an estimated $24.2M sold.

Based on aggregated 13F filings for Q2 2021.