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Becton Dickinson

1,602 hedge funds and large institutions have $62.4B invested in Becton Dickinson in 2024 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 596 increasing their positions, 617 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 113

1% more funds holding

Funds holding: 1,5921,602 (+10)

3% less capital invested

Capital invested by funds: $64.1B → $62.4B (-$1.64B)

3% less repeat investments, than reductions

Existing positions increased: 596 | Existing positions reduced: 617

3.42% less ownership

Funds ownership: 90.77%87.35% (-3.4%)

15% less call options, than puts

Call options by funds: $187M | Put options by funds: $219M

33% less funds holding in top 10

Funds holding in top 10: 1812 (-6)

Holders
1,602
Holders Change
+10
Holders Change %
+0.63%
% of All Funds
23.08%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.17%
New
143
Increased
596
Reduced
617
Closed
113
Calls
$187M
Puts
$219M
Net Calls
-$32M
Net Calls Change
-$240M
Name Holding Trade Value Shares
Change
Change in
Stake
FCP
1251
Fidelis Capital Partners
Florida
$270K -$30.4K -127 -10%
PCMC
1252
Planning Capital Management Corporation
Pennsylvania
$269K
WMP
1253
Wealth Management Partners
Arizona
$268K
Cohen & Steers
1254
Cohen & Steers
New York
$268K
ASG
1255
Ariston Services Group
California
$268K +$259K +1,082 New
AWP
1256
Abacus Wealth Partners
California
$267K
FHA
1257
Flagship Harbor Advisors
Massachusetts
$267K -$21.8K -91 -8%
TAM
1258
Townsend Asset Management
North Carolina
$265K +$28.7K +120 +13%
CF
1259
Centaurus Financial
California
$264K +$255K +1,066 New
BJL
1260
Brighton Jones LLC
Washington
$262K -$413K -1,725 -62%
BWA
1261
BlueSky Wealth Advisors
North Carolina
$262K
BCM
1262
Boltwood Capital Management
California
$262K +$46.7K +195 +23%
NCM
1263
Novare Capital Management
North Carolina
$261K -$31.1K -130 -11%
PI
1264
PFG Investments
New York
$260K +$44K +184 +21%
SVWAG
1265
Sound View Wealth Advisors Group
Georgia
$260K +$7.9K +33 +3%
CST
1266
Charles Schwab Trust
Nevada
$260K
AT
1267
American Trust
Kentucky
$259K +$479 +2 +0.2%
CFA
1268
CWS Financial Advisors
Michigan
$258K -$160K -667 -39%
LRIA
1269
Leonard Rickey Investment Advisors
Washington
$258K +$249K +1,042 New
HCA
1270
Horan Capital Advisors
Ohio
$257K
AWM
1271
Aries Wealth Management
Maine
$257K -$3.59K -15 -1%
FIM
1272
Fruth Investment Management
Texas
$257K -$23.9K -100 -9%
PWMAG
1273
Pinnacle Wealth Management Advisory Group
New Jersey
$257K -$1.2K -5 -0.5%
AC
1274
Armistice Capital
New York
$257K +$248K +1,037 New
PWP
1275
Phillips Wealth Planners
Mississippi
$255K +$37.8K +158 +17%

BDX Hedge Fund Activity: Q1 2024 in Review

1,602 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Becton Dickinson (BDX) for Q1 2024, worth a combined $62.4B — down 2.6% from $64.1B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new BDX positions and 113 closed out — a net gain of 30 holders — while 596 added to existing stakes and 617 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $341M. The largest seller was Morgan Stanley, cutting an estimated $2.56B.

  • 1,602 institutional investors held Becton Dickinson (BDX) as of Q1 2024, up from 1,592 in Q4 2023.
  • Funds reported $62.4B of Becton Dickinson stock for Q1 2024, down 2.6% quarter-over-quarter.
  • 143 funds opened new Becton Dickinson positions in Q1 2024 and 113 closed out, a net change of +30 holders.
  • The largest Becton Dickinson buyer in Q1 2024 was Nordea Investment Management, an estimated $341M added.
  • The largest Becton Dickinson seller in Q1 2024 was Morgan Stanley, an estimated $2.56B sold.

Based on aggregated 13F filings for Q1 2024.