Ventas
755 hedge funds and large institutions have $23B invested in Ventas in 2019 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 309 increasing their positions, 272 reducing their positions, and 77 closing their positions.
14% more capital invested
Capital invested by funds: $20.2B → $23B (+$2.79B)
14% more repeat investments, than reductions
Existing positions increased: 309 | Existing positions reduced: 272
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
3% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 77
0.5% more ownership
Funds ownership: 88.94% → 89.44% (+0.5%)
1% less funds holding
Funds holding: 765 → 755 (-10)
11% less call options, than puts
Call options by funds: $102M | Put options by funds: $114M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$375M |
| 2 |
Nuveen
Charlotte,
North Carolina
|
+$153M |
| 3 |
State Street
Boston,
Massachusetts
|
+$124M |
| 4 |
EIP
Epoch Investment Partners
New York
|
+$86.5M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$83.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
-$206M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$76.9M |
| 3 |
PI
PGGM Investments
Zeist,
Netherlands
|
-$65.7M |
| 4 |
Cohen & Steers
New York
|
-$62.2M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$57.9M |
VTR Hedge Fund Activity: Q2 2019 in Review
755 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Ventas (VTR) for Q2 2019, worth a combined $23B — up 14% from $20.2B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new VTR positions and 77 closed out — a net gain of 2 holders — while 309 added to existing stakes and 272 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $375M. The largest seller was Lasalle Investment Management Securities, cutting an estimated $206M.
- 755 institutional investors held Ventas (VTR) as of Q2 2019, down from 765 in Q1 2019.
- Funds reported $23B of Ventas stock for Q2 2019, up 14% quarter-over-quarter.
- 79 funds opened new Ventas positions in Q2 2019 and 77 closed out, a net change of +2 holders.
- The largest Ventas buyer in Q2 2019 was JP Morgan Chase, an estimated $375M added.
- The largest Ventas seller in Q2 2019 was Lasalle Investment Management Securities, an estimated $206M sold.
Based on aggregated 13F filings for Q2 2019.