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646 hedge funds and large institutions have $20.3B invested in Ventas in 2016 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 233 increasing their positions, 245 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more call options, than puts

Call options by funds: $91.6M | Put options by funds: $37.4M

29% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 73

2% more funds holding

Funds holding: 635646 (+11)

0.68% less ownership

Funds ownership: 92.44%91.75% (-0.68%)

5% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 245

11% less capital invested

Capital invested by funds: $22.8B → $20.3B (-$2.49B)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

Holders
646
Holders Change
+11
Holders Change %
+1.73%
% of All Funds
16.15%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.35%
New
94
Increased
233
Reduced
245
Closed
73
Calls
$91.6M
Puts
$37.4M
Net Calls
+$54.1M
Net Calls Change
+$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
476
KeyBank National Association
Ohio
$389K +$3.73K +59 +1%
IR
477
Invictus RG
Bermuda
$387K +$260K +4,103 +196%
AWA
478
ARS Wealth Advisors
Florida
$384K -$12.8K -202 -3%
SS
479
Simplicity Solutions
Minnesota
$377K +$98.4K +1,555 +35%
EAM
480
Eventide Asset Management
Massachusetts
$375K +$380K +6,000 New
CAM
481
Cubic Asset Management
Massachusetts
$364K -$6.33K -100 -2%
JIC
482
Johnson Investment Counsel
Ohio
$358K +$5.19K +82 +1%
SBIA
483
Sheaff Brock Investment Advisors
Indiana
$351K +$27K +427 +8%
FNBT
484
FineMark National Bank & Trust
Florida
$350K -$21.6K -341 -6%
CL
485
CPWM LLC
Washington
$345K -$12.7K -200 -3%
WT
486
Whittier Trust
California
$337K
CS
487
Comerica Securities
Michigan
$326K +$91.6K +1,448 +38%
ECM
488
Everence Capital Management
Indiana
$324K -$213K -3,363 -39%
LOAME
489
Lombard Odier Asset Management (Europe)
United Kingdom
$316K
CAM
490
CG Asset Management
New York
$311K +$50.6K +800 +19%
ACA
491
Anchor Capital Advisors
Massachusetts
$311K +$314K +4,969 New
II
492
IFM Investors
Australia
$311K +$315K +4,975 New
CCA
493
Checchi Capital Advisers
California
$299K +$6.14K +97 +2%
Westfield Capital Management
494
Westfield Capital Management
Massachusetts
$295K
WHI
495
William Harris Investors
Illinois
$295K +$949 +15 +0.3%
ACP
496
Aveo Capital Partners
Colorado
$290K +$293K +4,631 New
PHK
497
Point72 Hong Kong
Hong Kong
$288K +$127K +2,014 +77%
Los Angeles Capital Management
498
Los Angeles Capital Management
California
$287K
LFAS
499
Level Four Advisory Services
Texas
$285K +$288K +4,555 New
OFW
500
Omnia Family Wealth
Florida
$283K +$287K +4,532 New

VTR Hedge Fund Activity: Q4 2016 in Review

646 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Ventas (VTR) for Q4 2016, worth a combined $20.3B — down 11% from $22.8B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new VTR positions and 73 closed out — a net gain of 21 holders — while 233 added to existing stakes and 245 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $673M. The largest seller was Deutsche Bank, cutting an estimated $316M.

  • 646 institutional investors held Ventas (VTR) as of Q4 2016, up from 635 in Q3 2016.
  • Funds reported $20.3B of Ventas stock for Q4 2016, down 11% quarter-over-quarter.
  • 94 funds opened new Ventas positions in Q4 2016 and 73 closed out, a net change of +21 holders.
  • The largest Ventas buyer in Q4 2016 was Cohen & Steers, an estimated $673M added.
  • The largest Ventas seller in Q4 2016 was Deutsche Bank, an estimated $316M sold.

Based on aggregated 13F filings for Q4 2016.