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Becton Dickinson

1,593 hedge funds and large institutions have $64.1B invested in Becton Dickinson in 2023 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 498 increasing their positions, 659 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more call options, than puts

Call options by funds: $523M | Put options by funds: $315M

52% more first-time investments, than exits

New positions opened: 188 | Existing positions closed: 124

3% more funds holding

Funds holding: 1,5531,593 (+40)

2.24% more ownership

Funds ownership: 88.53%90.77% (+2.2%)

4% less capital invested

Capital invested by funds: $66.4B → $64.1B (-$2.36B)

24% less repeat investments, than reductions

Existing positions increased: 498 | Existing positions reduced: 659

44% less funds holding in top 10

Funds holding in top 10: 3218 (-14)

Holders
1,593
Holders Change
+40
Holders Change %
+2.58%
% of All Funds
23.22%
Holding in Top 10
18
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-43.75%
% of All Funds
0.26%
New
188
Increased
498
Reduced
659
Closed
124
Calls
$523M
Puts
$315M
Net Calls
+$208M
Net Calls Change
-$36.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1026
Belpointe Asset Management
Nevada
$463K -$22.2K -90 -5%
JWM
1027
JGP Wealth Management
Oregon
$462K -$12.3K -50 -3%
TWP
1028
Tyche Wealth Partners
Texas
$459K +$464K +1,883 New
VFA
1029
Valeo Financial Advisors
Indiana
$457K -$321K -1,301 -41%
PTC
1030
Petrus Trust Company
Texas
$455K +$460K +1,867 New
BHPW
1031
Beverly Hills Private Wealth
California
$453K +$147K +596 +47%
WSC
1032
Wellington Shields & Co
New York
$453K
VWMG
1033
Virginia Wealth Management Group
Virginia
$452K -$37K -150 -7%
HL
1034
HeadInvest LLC
Maine
$450K
PFA
1035
Pure Financial Advisors
California
$449K +$62.6K +254 +16%
PM
1036
Penbrook Management
New York
$448K -$1.23K -5 -0.3%
WI
1037
Wedgewood Investors
Pennsylvania
$446K
GPA
1038
Garrison Point Advisors
California
$445K
NSB
1039
Norway Savings Bank
Maine
$445K +$189K +765 +72%
MMM
1040
Mendel Money Management
Illinois
$443K +$69.3K +281 +18%
LCWP
1041
Legacy Capital Wealth Partners
Arkansas
$443K +$28.3K +115 +7%
CIA
1042
Capital Investment Advisors
Georgia
$443K -$12.3K -50 -3%
CWM
1043
Congress Wealth Management
Massachusetts
$441K +$32.8K +133 +8%
DDC
1044
DF Dent & Co
Maryland
$438K +$15.5K +63 +4%
UAML
1045
US Asset Management LLC
Pennsylvania
$438K +$443K +1,796 New
SRL
1046
Scientech Research LLC
New Jersey
$436K +$441K +1,789 New
AWM
1047
Angeles Wealth Management
California
$436K -$25.6K -104 -5%
APWM
1048
Atlas Private Wealth Management
New York
$433K +$46.3K +188 +12%
FFM
1049
Forum Financial Management
Illinois
$432K -$261K -1,058 -37%
SF
1050
Summit Financial
New Jersey
$430K +$17.7K +72 +4%

BDX Hedge Fund Activity: Q4 2023 in Review

1,593 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Becton Dickinson (BDX) for Q4 2023, worth a combined $64.1B — down 3.5% from $66.4B a quarter earlier.

Buyers outnumbered sellers: 188 funds opened new BDX positions and 124 closed out — a net gain of 64 holders — while 498 added to existing stakes and 659 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.77B. The largest seller was T. Rowe Price Associates, cutting an estimated $618M.

  • 1,593 institutional investors held Becton Dickinson (BDX) as of Q4 2023, up from 1,553 in Q3 2023.
  • Funds reported $64.1B of Becton Dickinson stock for Q4 2023, down 3.5% quarter-over-quarter.
  • 188 funds opened new Becton Dickinson positions in Q4 2023 and 124 closed out, a net change of +64 holders.
  • The largest Becton Dickinson buyer in Q4 2023 was Morgan Stanley, an estimated $2.77B added.
  • The largest Becton Dickinson seller in Q4 2023 was T. Rowe Price Associates, an estimated $618M sold.

Based on aggregated 13F filings for Q4 2023.