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Becton Dickinson

1,068 hedge funds and large institutions have $40B invested in Becton Dickinson in 2017 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 379 increasing their positions, 422 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.41% more ownership

Funds ownership: 90.64%92.05% (+1.4%)

2% more capital invested

Capital invested by funds: $39.2B → $40B (+$783M)

0% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 66

1% less funds holding

Funds holding: 1,0791,068 (-11)

10% less repeat investments, than reductions

Existing positions increased: 379 | Existing positions reduced: 422

21% less funds holding in top 10

Funds holding in top 10: 6249 (-13)

49% less call options, than puts

Call options by funds: $58.5M | Put options by funds: $114M

Holders
1,068
Holders Change
-11
Holders Change %
-1.02%
% of All Funds
26.63%
Holding in Top 10
49
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-20.97%
% of All Funds
1.22%
New
66
Increased
379
Reduced
422
Closed
66
Calls
$58.5M
Puts
$114M
Net Calls
-$55.2M
Net Calls Change
+$19M
Name Holding Trade Value Shares
Change
Change in
Stake
SIAS
1001
Shine Investment Advisory Services
Colorado
$39K +$5.62K +29 +17%
WAM
1002
Watermark Asset Management
California
$38K
AIM
1003
Advantage Investment Management
Iowa
$37K
WTB
1004
Washington Trust Bank
Washington
$37K +$35.7K +184 +1,673%
AC
1005
Alexandria Capital
Virginia
$36K
M
1006
MOTCO
Texas
$36K
WAP
1007
Wealthcare Advisory Partners
Pennsylvania
$36K +$36.3K +187 New
MWM
1008
Mascoma Wealth Management
New Hampshire
$35K
NSIM
1009
North Star Investment Management
Illinois
$34K -$42.7K -220 -55%
SNT
1010
Security National Trust
West Virginia
$34K -$1.16K -6 -3%
Carson Wealth (CWM LLC)
1011
Carson Wealth (CWM LLC)
Nebraska
$34K +$27.5K +142 +394%
VCM
1012
Versant Capital Management
Arizona
$33K +$1.16K +6 +4%
EFSCE
1013
Enterprise Financial Services Corp (EFSC)
Missouri
$32K
NCM
1014
Nelson Capital Management
California
$31K -$4.07K -21 -11%
GBT
1015
Grove Bank & Trust
Florida
$30K +$14.3K +74 +87%
PCP
1016
Proficio Capital Partners
Massachusetts
$29K -$2.33K -12 -7%
TSW
1017
Thompson Siegel & Walmsley
Virginia
$29K
MPWT
1018
MassMutual Private Wealth & Trust
Connecticut
$26.8K
FIB
1019
First Interstate Bank
Montana
$26K -$65.9K -340 -71%
ACM
1020
Armbruster Capital Management
New York
$25K -$12.6K -65 -34%
ANBT
1021
American National Bank & Trust
Texas
$24K
ARMT
1022
Amica Retiree Medical Trust
Rhode Island
$24K
BWA
1023
BDO Wealth Advisors
Florida
$24K
SFSIG
1024
San Francisco Sentry Investment Group
California
$23K +$19K +98 +426%
PCFFS
1025
Pacific Center for Financial Services
California
$21K

BDX Hedge Fund Activity: Q3 2017 in Review

1,068 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Becton Dickinson (BDX) for Q3 2017, worth a combined $40B — up 2% from $39.2B a quarter earlier.

Fund positioning in BDX was balanced in Q3 2017: 66 funds opened new positions, 66 closed out, 379 added to existing stakes and 422 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $691M. The largest seller was Bank of Montreal, cutting an estimated $146M.

  • 1,068 institutional investors held Becton Dickinson (BDX) as of Q3 2017, down from 1,079 in Q2 2017.
  • Funds reported $40B of Becton Dickinson stock for Q3 2017, up 2% quarter-over-quarter.
  • 66 funds opened new Becton Dickinson positions in Q3 2017 and 66 closed out, a net change of 0 holders.
  • The largest Becton Dickinson buyer in Q3 2017 was Fidelity Investments, an estimated $691M added.
  • The largest Becton Dickinson seller in Q3 2017 was Bank of Montreal, an estimated $146M sold.

Based on aggregated 13F filings for Q3 2017.