Ventas
VTR
720 hedge funds and large institutions have $19B invested in Ventas in 2017 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 267 increasing their positions, 245 reducing their positions, and 44 closing their positions.
170% more first-time investments, than exits
New positions opened: 119 | Existing positions closed: 44
23% more call options, than puts
Call options by funds: $76.8M | Put options by funds: $62.3M
11% more funds holding
Funds holding: 649 → 720 (+71)
9% more repeat investments, than reductions
Existing positions increased: 267 | Existing positions reduced: 245
1.43% less ownership
Funds ownership: 90.34% → 88.91% (-1.4%)
9% less capital invested
Capital invested by funds: $21B → $19B (-$1.97B)
44% less funds holding in top 10
Funds holding in top 10: 9 → 5 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$161M |
| 2 |
Renaissance Technologies
New York
|
+$62M |
| 3 |
Aberdeen Group
Edinburgh,
United Kingdom
|
+$47.4M |
| 4 |
Millennium Management
New York
|
+$40.9M |
| 5 |
Two Sigma Investments
New York
|
+$36.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$241M |
| 2 |
Daiwa Securities Group
Tokyo,
Japan
|
-$173M |
| 3 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
-$160M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$151M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$111M |
VTR Hedge Fund Activity: Q4 2017 in Review
720 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Ventas (VTR) for Q4 2017, worth a combined $19B — down 9.4% from $21B a quarter earlier.
Buyers outnumbered sellers: 119 funds opened new VTR positions and 44 closed out — a net gain of 75 holders — while 267 added to existing stakes and 245 trimmed.
The largest buyer was Brookfield Corp, opening a new position worth an estimated $161M. The largest seller was Cohen & Steers, cutting an estimated $241M.
- 720 institutional investors held Ventas (VTR) as of Q4 2017, up from 649 in Q3 2017.
- Funds reported $19B of Ventas stock for Q4 2017, down 9.4% quarter-over-quarter.
- 119 funds opened new Ventas positions in Q4 2017 and 44 closed out, a net change of +75 holders.
- The largest Ventas buyer in Q4 2017 was Brookfield Corp, an estimated $161M added.
- The largest Ventas seller in Q4 2017 was Cohen & Steers, an estimated $241M sold.
Based on aggregated 13F filings for Q4 2017.