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Becton Dickinson

1,409 hedge funds and large institutions have $54.1B invested in Becton Dickinson in 2020 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 545 increasing their positions, 556 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 5670 (+14)

1.16% more ownership

Funds ownership: 87.91%89.07% (+1.2%)

2% less repeat investments, than reductions

Existing positions increased: 545 | Existing positions reduced: 556

4% less funds holding

Funds holding: 1,4711,409 (-62)

14% less capital invested

Capital invested by funds: $63.1B → $54.1B (-$9.01B)

29% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 157

32% less call options, than puts

Call options by funds: $250M | Put options by funds: $370M

Holders
1,409
Holders Change
-62
Holders Change %
-4.21%
% of All Funds
31.04%
Holding in Top 10
70
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+25%
% of All Funds
1.54%
New
111
Increased
545
Reduced
556
Closed
157
Calls
$250M
Puts
$370M
Net Calls
-$120M
Net Calls Change
-$27.2M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1101
EP Wealth Advisors
California
$307K +$66.7K +270 +25%
APP
1102
Avantax Planning Partners
Iowa
$306K -$61.2K -248 -15%
SFS
1103
Strategic Financial Services
New York
$306K
V
1104
VeraBank
Texas
$305K
CA
1105
Cornerstone Advisory
Maryland
$305K +$46.2K +187 +16%
9WM
1106
9258 Wealth Management
Ohio
$305K +$68.4K +277 +31%
NC
1107
Northcape Capital
Australia
$303K +$334K +1,353 New
ZIG
1108
Zuckerman Investment Group
Illinois
$302K
SSW
1109
Smith Shellnut Wilson
Mississippi
$300K +$10.1K +41 +3%
SWMG
1110
Strategic Wealth Management Group
Maryland
$299K +$988 +4 +0.3%
IP
1111
Investment Partners
Ohio
$299K +$1.24K +5 +0.4%
SHA
1112
Seneca House Advisors
Virginia
$299K +$3.7K +15 +1%
CWM
1113
Chesapeake Wealth Management
Virginia
$298K -$9.38K -38 -3%
GI
1114
Glovista Investments
New Jersey
$297K
VPIM
1115
Vanguard Personalized Indexing Management
California
$297K +$327K +1,323 New
WIA
1116
Wealthstreet Investment Advisors
Texas
$290K
AAS
1117
Avantax Advisory Services
Texas
$287K +$18.3K +74 +6%
WIP
1118
Wellesley Investment Partners
Massachusetts
$286K +$36.3K +147 +13%
YWP
1119
YorkBridge Wealth Partners
New York
$286K +$315K +1,274 New
NRS
1120
Neville Rodie & Shaw
New York
$285K -$6.91K -28 -2%
HIA
1121
Harbor Investment Advisory
Maryland
$284K +$19K +77 +6%
TMAM
1122
Tokio Marine Asset Management
Japan
$284K +$62K +251 +25%
SWA
1123
Sutton Wealth Advisors
Florida
$282K +$1.98K +8 +0.6%
FC
1124
Financial Consulate
Maryland
$282K
PL
1125
Plancorp LLC
Missouri
$281K -$8.39K -34 -3%

BDX Hedge Fund Activity: Q1 2020 in Review

1,409 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Becton Dickinson (BDX) for Q1 2020, worth a combined $54.1B — down 14% from $63.1B a quarter earlier.

Sellers outnumbered buyers: 157 funds closed out of BDX and 111 opened new positions — a net loss of 46 holders — while 556 trimmed existing stakes and 545 added.

The largest buyer was Wellington Management Group, adding an estimated $1.49B. The largest seller was T. Rowe Price Associates, cutting an estimated $1.46B.

  • 1,409 institutional investors held Becton Dickinson (BDX) as of Q1 2020, down from 1,471 in Q4 2019.
  • Funds reported $54.1B of Becton Dickinson stock for Q1 2020, down 14% quarter-over-quarter.
  • 111 funds opened new Becton Dickinson positions in Q1 2020 and 157 closed out, a net change of -46 holders.
  • The largest Becton Dickinson buyer in Q1 2020 was Wellington Management Group, an estimated $1.49B added.
  • The largest Becton Dickinson seller in Q1 2020 was T. Rowe Price Associates, an estimated $1.46B sold.

Based on aggregated 13F filings for Q1 2020.