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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
AEPWM
1501
Atlantic Edge Private Wealth Management
Florida
$21.9K +$22.2K +90 New
RDIA
1502
RE Dickinson Investment Advisors
Iowa
$21K +$246 +1 +1%
EL
1503
EMFO LLC
Florida
$20.5K
CB
1504
Centennial Bank
Arkansas
$19.5K
LOIP
1505
Live Oak Investment Partners
Texas
$18.3K
CAS
1506
Coppell Advisory Solutions
Texas
$17.6K +$986 +4 +6%
KA
1507
Kozak & Associates
Colorado
$17.5K -$5.18K -21 -22%
LFA
1508
Legend Financial Advisors
Pennsylvania
$16.1K +$2.96K +12 +22%
WIA
1509
Wetzel Investment Advisors
Indiana
$16K +$16.5K +67 New
KFS
1510
Kelly Financial Services
Massachusetts
$15.9K -$246 -1 -2%
TVAMP
1511
Tennessee Valley Asset Management Partners
Tennessee
$15.8K +$16K +65 New
AAG
1512
Armstrong Advisory Group
Massachusetts
$15.6K +$739 +3 +5%
PP
1513
PFS Partners
New Jersey
$14.6K +$246 +1 +2%
MSWM
1514
McGlone Suttner Wealth Management
Wisconsin
$14.4K +$14.5K +59 New
TIM
1515
Thompson Investment Management
Wisconsin
$14.4K
VAG
1516
VisionPoint Advisory Group
Texas
$14.1K +$5.92K +24 +71%
AWM
1517
Able Wealth Management
New Jersey
$12.7K +$12.8K +52 New
GJIA
1518
Glass Jacobson Investment Advisors
Maryland
$12.2K -$21.9K -89 -64%
SAG
1519
Spotlight Asset Group
Illinois
$12.2K
PWMG
1520
Private Wealth Management Group
New Jersey
$11.9K +$12.1K +49 New
RWPA
1521
Richard W. Paul & Associates
Michigan
$11.7K
RWML
1522
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$11.7K
NMG
1523
New Millennium Group
Utah
$11.3K -$32K -130 -74%
HCP
1524
Hexagon Capital Partners
Arkansas
$10.7K +$7.15K +29 +193%
MSWM
1525
Mowery & Schoenfeld Wealth Management
Illinois
$10.7K +$10.8K +44 New

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.