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Becton Dickinson

1,034 hedge funds and large institutions have $29.6B invested in Becton Dickinson in 2016 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 314 increasing their positions, 405 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 67

17% more call options, than puts

Call options by funds: $64M | Put options by funds: $54.8M

5% more funds holding

Funds holding: 9841,034 (+50)

0.01% less ownership

Funds ownership: 85.83%85.81% (-0.01%)

7% less capital invested

Capital invested by funds: $31.7B → $29.6B (-$2.1B)

22% less repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 405

39% less funds holding in top 10

Funds holding in top 10: 5936 (-23)

Holders
1,034
Holders Change
+50
Holders Change %
+5.08%
% of All Funds
25.84%
Holding in Top 10
36
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-38.98%
% of All Funds
0.9%
New
135
Increased
314
Reduced
405
Closed
67
Calls
$64M
Puts
$54.8M
Net Calls
+$9.18M
Net Calls Change
+$32.9M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.53B -$263M -1,587,007 -9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.5B +$44.3M +266,626 +2%
State Street
3
State Street
Massachusetts
$1.99B +$58.8M +354,001 +3%
BIT
4
BlackRock Institutional Trust
California
$993M +$11.7M +70,488 +1%
BFA
5
BlackRock Fund Advisors
California
$719M -$21.8M -131,593 -3%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$673M -$244M -1,468,039 -26%
JP Morgan Chase
7
JP Morgan Chase
New York
$618M +$24.6M +148,066 +4%
Franklin Resources
8
Franklin Resources
California
$591M -$4.13M -24,890 -0.7%
Wells Fargo
9
Wells Fargo
California
$537M +$1.99M +11,962 +0.4%
Northern Trust
10
Northern Trust
Illinois
$439M -$651K -3,921 -0.1%
JIM
11
Jensen Investment Management
Oregon
$407M +$34.3M +206,549 +9%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$399M -$94.1M -566,673 -19%
Fiera Capital (Canada)
13
Fiera Capital (Canada)
Quebec, Canada
$397M +$37.3M +224,807 +10%
Fundsmith LLP
14
Fundsmith LLP
United Kingdom
$370M +$28.8M +173,723 +8%
1832 Asset Management
15
1832 Asset Management
Ontario, Canada
$358M +$163M +983,382 +83%
BG
16
BlackRock Group
United Kingdom
$350M +$2.55M +15,351 +0.7%
Bank of America
17
Bank of America
North Carolina
$343M -$6.13M -36,947 -2%
American Century Companies
18
American Century Companies
Missouri
$335M -$71.8M -432,772 -17%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$334M -$9.56M -57,625 -3%
BA
20
BlackRock Advisors
Delaware
$306M -$28.1M -169,403 -8%
PI
21
Putnam Investments
Massachusetts
$306M +$33.2M +199,841 +12%
Invesco
22
Invesco
Georgia
$303M -$20.4M -122,966 -6%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$296M +$8.62M +51,958 +3%
Mawer Investment Management
24
Mawer Investment Management
Alberta, Canada
$289M +$8.19M +49,332 +3%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$281M +$9.88M +59,496 +4%

BDX Hedge Fund Activity: Q4 2016 in Review

1,034 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Becton Dickinson (BDX) for Q4 2016, worth a combined $29.6B — down 6.6% from $31.7B a quarter earlier.

Buyers outnumbered sellers: 135 funds opened new BDX positions and 67 closed out — a net gain of 68 holders — while 314 added to existing stakes and 405 trimmed.

The largest buyer was Cantillon Capital Management, opening a new position worth an estimated $175M. The largest seller was T. Rowe Price Associates, cutting an estimated $263M.

  • 1,034 institutional investors held Becton Dickinson (BDX) as of Q4 2016, up from 984 in Q3 2016.
  • Funds reported $29.6B of Becton Dickinson stock for Q4 2016, down 6.6% quarter-over-quarter.
  • 135 funds opened new Becton Dickinson positions in Q4 2016 and 67 closed out, a net change of +68 holders.
  • The largest Becton Dickinson buyer in Q4 2016 was Cantillon Capital Management, an estimated $175M added.
  • The largest Becton Dickinson seller in Q4 2016 was T. Rowe Price Associates, an estimated $263M sold.

Based on aggregated 13F filings for Q4 2016.