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631 hedge funds and large institutions have $20.8B invested in Ventas in 2017 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 271 increasing their positions, 236 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $84.5M | Put options by funds: $48.8M

15% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 236

2% more capital invested

Capital invested by funds: $20.3B → $20.8B (+$453M)

0% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 53

1.66% less ownership

Funds ownership: 91.75%90.09% (-1.7%)

2% less funds holding

Funds holding: 646631 (-15)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
631
Holders Change
-15
Holders Change %
-2.32%
% of All Funds
15.71%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.3%
New
53
Increased
271
Reduced
236
Closed
53
Calls
$84.5M
Puts
$48.8M
Net Calls
+$35.7M
Net Calls Change
-$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CCMH
101
Cornerstone Capital Management Holdings
New York
$17.2M -$5.8M -93,083 -26%
SCRM
102
Security Capital Research & Management
Illinois
$17M -$28.2M -452,363 -63%
Zurich Cantonal Bank
103
Zurich Cantonal Bank
Switzerland
$16.3M +$6.54K +105 +0%
Citigroup
104
Citigroup
New York
$16.2M +$2.55M +40,942 +20%
EAM
105
Edge Asset Management
Washington
$16.1M
Aviva
106
Aviva
United Kingdom
$14.3M -$783K -12,580 -5%
KBC Group
107
KBC Group
Belgium
$14.2M -$7.68M -123,345 -36%
SP
108
Sarasin & Partners
United Kingdom
$14.1M -$193K -3,103 -1%
Ninety One (UK)
109
Ninety One (UK)
United Kingdom
$13.9M
PAS
110
Professional Advisory Services
Florida
$13.8M +$1.98M +31,761 +18%
MAM
111
Martingale Asset Management
Massachusetts
$13.8M -$9.26M -148,664 -41%
SMDAM
112
Sumitomo Mitsui DS Asset Management
Japan
$13.7M -$7.68M -123,383 -37%
BTS
113
BB&T Securities
Virginia
$13.3M -$2.75M -44,177 -17%
VOYA Investment Management
114
VOYA Investment Management
Georgia
$13.3M -$288K -4,629 -2%
Fidelity International
115
Fidelity International
Bermuda
$13M -$5.11M -82,054 -29%
DL
116
Delta Lloyd
Netherlands
$12.9M +$118K +1,900 +1%
MLICM
117
Metropolitan Life Insurance Company (MetLife)
New York
$12.9M -$163K -2,624 -1%
Voloridge Investment Management
118
Voloridge Investment Management
Florida
$12.8M +$12.3M +197,504 New
1832 Asset Management
119
1832 Asset Management
Ontario, Canada
$12.4M +$318K +5,100 +3%
Barclays
120
Barclays
United Kingdom
$12.3M -$3.53M -56,621 -23%
QAM
121
QCI Asset Management
New York
$12.2M +$207K +3,323 +2%
Balyasny Asset Management
122
Balyasny Asset Management
Illinois
$12.2M +$11.7M +187,200 New
Natixis Advisors
123
Natixis Advisors
Massachusetts
$12.1M -$348K -5,589 -3%
Robeco Institutional Asset Management
124
Robeco Institutional Asset Management
Netherlands
$12M -$4.75M -76,335 -29%
VRS
125
Virginia Retirement Systems
Virginia
$12M +$1.67M +26,800 +17%

VTR Hedge Fund Activity: Q1 2017 in Review

631 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Ventas (VTR) for Q1 2017, worth a combined $20.8B — up 2.2% from $20.3B a quarter earlier.

Fund positioning in VTR was balanced in Q1 2017: 53 funds opened new positions, 53 closed out, 271 added to existing stakes and 236 trimmed.

The largest buyer was BlackRock, adding an estimated $2.18B. The largest seller was Cohen & Steers, cutting an estimated $386M.

  • 631 institutional investors held Ventas (VTR) as of Q1 2017, down from 646 in Q4 2016.
  • Funds reported $20.8B of Ventas stock for Q1 2017, up 2.2% quarter-over-quarter.
  • 53 funds opened new Ventas positions in Q1 2017 and 53 closed out, a net change of 0 holders.
  • The largest Ventas buyer in Q1 2017 was BlackRock, an estimated $2.18B added.
  • The largest Ventas seller in Q1 2017 was Cohen & Steers, an estimated $386M sold.

Based on aggregated 13F filings for Q1 2017.