Ventas
VTR
650 hedge funds and large institutions have $16.6B invested in Ventas in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 223 increasing their positions, 246 reducing their positions, and 85 closing their positions.
266% more call options, than puts
Call options by funds: $97.3M | Put options by funds: $26.6M
5% less first-time investments, than exits
New positions opened: 81 | Existing positions closed: 85
9% less repeat investments, than reductions
Existing positions increased: 223 | Existing positions reduced: 246
1.12% less ownership
Funds ownership: 95.45% → 94.34% (-1.1%)
1% less funds holding
Funds holding: 659 → 650 (-9)
14% less capital invested
Capital invested by funds: $19.1B → $16.6B (-$2.59B)
29% less funds holding in top 10
Funds holding in top 10: 14 → 10 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$192M |
| 2 |
JP Morgan Chase
New York
|
+$159M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$76.4M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$50.3M |
| 5 |
BlackRock
New York
|
+$43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$205M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$128M |
| 3 |
State Street
Boston,
Massachusetts
|
-$89.4M |
| 4 |
ACM
AEW Capital Management
Boston,
Massachusetts
|
-$73.2M |
| 5 |
WCP
Waterfront Capital Partners
New York
|
-$51M |
VTR Hedge Fund Activity: Q1 2024 in Review
650 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Ventas (VTR) for Q1 2024, worth a combined $16.6B — down 14% from $19.1B a quarter earlier.
Sellers outnumbered buyers: 85 funds closed out of VTR and 81 opened new positions — a net loss of 4 holders — while 246 trimmed existing stakes and 223 added.
The largest buyer was Citadel Advisors, adding an estimated $192M. The largest seller was Morgan Stanley, cutting an estimated $205M.
- 650 institutional investors held Ventas (VTR) as of Q1 2024, down from 659 in Q4 2023.
- Funds reported $16.6B of Ventas stock for Q1 2024, down 14% quarter-over-quarter.
- 81 funds opened new Ventas positions in Q1 2024 and 85 closed out, a net change of -4 holders.
- The largest Ventas buyer in Q1 2024 was Citadel Advisors, an estimated $192M added.
- The largest Ventas seller in Q1 2024 was Morgan Stanley, an estimated $205M sold.
Based on aggregated 13F filings for Q1 2024.