We are live on ! Find out more
BDX icon

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
RFS
1501
Richardson Financial Services
Massachusetts
$22.5K
LFA
1502
Legend Financial Advisors
Pennsylvania
$22.5K +$5.99K +25 +38%
AEPWM
1503
Atlantic Edge Private Wealth Management
Florida
$22.3K
BIM
1504
Breakwater Investment Management
Washington
$22K +$21.3K +89 New
PP
1505
Paloma Partners
Connecticut
$22K -$152K -637 -88%
JWM
1506
Janiczek Wealth Management
Colorado
$21.5K -$75.2K -314 -78%
DWM
1507
Dogwood Wealth Management
Kansas
$21K -$54.1K -226 -73%
WPA
1508
West Paces Advisors
Georgia
$21K -$4.79K -20 -19%
RDIA
1509
RE Dickinson Investment Advisors
Iowa
$21K
EL
1510
EMFO LLC
Florida
$20.8K
BWL
1511
Bogart Wealth LLC
Virginia
$20.5K -$3.35K -14 -14%
HCM
1512
Hollencrest Capital Management
California
$20K -$3.59K -15 -16%
CB
1513
Centennial Bank
Arkansas
$19.8K
KFS
1514
Kelly Financial Services
Massachusetts
$19.4K +$3.11K +13 +20%
TWD
1515
True Wealth Design
Ohio
$18.6K +$17.2K +72 +2,400%
IFAM
1516
Institutional & Family Asset Management
Colorado
$18.1K -$7.42K -31 -30%
WIA
1517
Wetzel Investment Advisors
Indiana
$15.6K
AAG
1518
Armstrong Advisory Group
Massachusetts
$15.6K
MAM
1519
Meeder Asset Management
Ohio
$14.8K +$14.4K +60 New
PP
1520
PFS Partners
New Jersey
$14.8K
TIM
1521
Thompson Investment Management
Wisconsin
$14.6K
OP
1522
ORG Partners
Indiana
$14.4K -$673K -2,813 -98%
KFP
1523
Keener Financial Planning
Texas
$14K +$12.9K +54 New
LFG
1524
Larson Financial Group
Missouri
$12.9K -$11.3K -47 -47%
PWMG
1525
Private Wealth Management Group
New Jersey
$12.9K +$718 +3 +6%

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.