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LTC

LTC Properties

214 hedge funds and large institutions have $972M invested in LTC Properties in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 89 increasing their positions, 74 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $4.8M | Put options by funds: $3.23M

20% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 74

0.98% less ownership

Funds ownership: 72.06%71.08% (-0.98%)

6% less funds holding

Funds holding: 227214 (-13)

6% less capital invested

Capital invested by funds: $1.04B → $972M (-$66.7M)

40% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 30

Holders
214
Holders Change
-13
Holders Change %
-5.73%
% of All Funds
3.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
89
Reduced
74
Closed
30
Calls
$4.8M
Puts
$3.23M
Net Calls
+$1.57M
Net Calls Change
-$852K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$250M +$5.99M +179,321 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$219M -$3.68M -110,367 -2%
State Street
3
State Street
Massachusetts
$110M -$2.25M -67,299 -2%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$35.4M +$5.12M +153,458 +17%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$30.2M +$1.83M +54,845 +6%
Northern Trust
6
Northern Trust
Illinois
$21.2M -$98.9K -2,962 -0.5%
Charles Schwab
7
Charles Schwab
California
$20.4M +$43K +1,289 +0.2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$19.1M -$41.1K -1,230 -0.2%
Morgan Stanley
9
Morgan Stanley
New York
$18.9M -$2.06M -61,751 -10%
ACM
10
Advisors Capital Management
New Jersey
$13.3M +$185K +5,539 +1%
Legal & General Group
11
Legal & General Group
United Kingdom
$12.2M +$356K +10,661 +3%
UBS AM
12
UBS AM
Illinois
$11.8M
Norges Bank
13
Norges Bank
Norway
$11.3M -$1.27M -38,084 -10%
Mirae Asset Global Investments
14
Mirae Asset Global Investments
South Korea
$9.15M -$585K -17,537 -6%
Invesco
15
Invesco
Georgia
$8.73M -$1.4M -41,806 -14%
Robeco Institutional Asset Management
16
Robeco Institutional Asset Management
Netherlands
$8.07M -$176K -5,260 -2%
Principal Financial Group
17
Principal Financial Group
Iowa
$7.77M -$693K -20,744 -8%
JP Morgan Chase
18
JP Morgan Chase
New York
$6.97M +$142K +4,257 +2%
TCM
19
Tekla Capital Management
Massachusetts
$6.02M
Barclays
20
Barclays
United Kingdom
$5.32M +$2.49M +74,467 +86%
Ameriprise
21
Ameriprise
Minnesota
$4.84M -$706K -21,156 -13%
RhumbLine Advisers
22
RhumbLine Advisers
Massachusetts
$4.52M +$41.5K +1,242 +0.9%
Asset Management One
23
Asset Management One
Japan
$4.46M -$46.9K -1,404 -1%
N
24
Nuveen
North Carolina
$4.37M -$79.5K -2,382 -2%
First Trust Advisors
25
First Trust Advisors
Illinois
$3.92M -$121K -3,624 -3%

LTC Hedge Fund Activity: Q2 2023 in Review

214 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in LTC Properties (LTC) for Q2 2023, worth a combined $972M — down 6.4% from $1.04B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of LTC and 18 opened new positions — a net loss of 12 holders — while 74 trimmed existing stakes and 89 added.

The largest buyer was BlackRock, adding an estimated $5.99M. The largest seller was Envestnet Asset Management, cutting an estimated $6.46M.

  • 214 institutional investors held LTC Properties (LTC) as of Q2 2023, down from 227 in Q1 2023.
  • Funds reported $972M of LTC Properties stock for Q2 2023, down 6.4% quarter-over-quarter.
  • 18 funds opened new LTC Properties positions in Q2 2023 and 30 closed out, a net change of -12 holders.
  • The largest LTC Properties buyer in Q2 2023 was BlackRock, an estimated $5.99M added.
  • The largest LTC Properties seller in Q2 2023 was Envestnet Asset Management, an estimated $6.46M sold.

Based on aggregated 13F filings for Q2 2023.