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Ventas
VTR

Overview Fund Activity

454 hedge funds and large institutions have $16.9B invested in Ventas in 2013 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 169 increasing their positions, 181 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
+13
Holders Change %
+2.95%
% of All Funds
13.19%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.55%
New
59
Increased
169
Reduced
181
Closed
46
Calls
$28.8M
Puts
$24.7M
Net Calls
+$4.08M
Net Calls Change
-$1.24M

Top Buyers

1
BC
1
Brookfield Corp
Ontario, Canada
$161M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$143M
3
Barclays
3
Barclays
United Kingdom
$114M
4
Morgan Stanley
4
Morgan Stanley
New York
$358M
5
CC
5
Carlson Capital
Texas
$42.7M

Top Sellers

1
CIMLRA
1
CBRE Investment Management Listed Real Assets
Pennsylvania
$179M
2
EIP
2
Epoch Investment Partners
New York
$0
3
JHIU
3
Janus Henderson Investors US
Colorado
$216M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$190M
5
Cohen & Steers
5
Cohen & Steers
New York
$1.11B
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
426
Oakworth Capital
Alabama
$45K +$45K +688 New
IMS
427
Index Management Solutions
Pennsylvania
$40K +$584 +9 +1%
CA
428
CapWealth Advisors
Tennessee
$37K – – –
Northwestern Mutual Wealth Management
429
Northwestern Mutual Wealth Management
Wisconsin
$37K +$32.9K +506 +803%
RNS
430
Robert N. Shapiro
$33K -$85.4K -1,307 -72%
ECM
431
ETrade Capital Management
Virginia
$30K -$3.29K -51 -10%
PTCG
432
Pring Turner Capital Group
California
$27K +$27K +412 New
WA
433
Waverly Advisors
Alabama
$25K – – –
CAL
434
Capital Analysts LLC
Pennsylvania
$21.6K +$3.48K +53 +19%
PMFA
435
Plante Moran Financial Advisors
Michigan
$21K – – –
TWA
436
TCI Wealth Advisors
Arizona
$21K – – –
MFS
437
MSI Financial Services
Massachusetts
$20K -$22.1K -339 -52%
M
438
MOTCO
Texas
$18K +$11.4K +176 +173%
PL
439
Parkwood LLC
Ohio
$17K +$17K +257 New
Manulife (Manufacturers Life Insurance)
440
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.6K -$1.74K -26,612 -10%
PAS
441
Partnervest Advisory Services
California
$15K +$258 +4 +2%
RIA
442
Regal Investment Advisors
Michigan
$12K +$1.21K +18 +11%
MFBTD
443
MB Financial Bank - Trust Department
Illinois
$11K – – –
PTC
444
Private Trust Company
Ohio
$11K +$201 +3 +2%
PSUF
445
People's United Financial
Connecticut
$8K – – –
EWM
446
Elite Wealth Management
Washington
$7K -$107K -1,537 -94%
TFO
447
Tarbox Family Office
California
$7K +$7K +111 New
CCM
448
Chilton Capital Management
Texas
$6.87K – – –
NES
449
New England Securities
New York
$6K +$2.17K +35 +56%
FHA
450
First Horizon Advisors
Tennessee
$5K +$5K +75 New
16 17
18
19 20