Brookdale Senior Living
250 hedge funds and large institutions have $2.76B invested in Brookdale Senior Living in 2017 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 81 increasing their positions, 85 reducing their positions, and 34 closing their positions.
38% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 34
6% more capital invested
Capital invested by funds: $2.59B → $2.76B (+$168M)
5% more funds holding
Funds holding: 238 → 250 (+12)
5% more call options, than puts
Call options by funds: $48.2M | Put options by funds: $46M
5% less repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 85
3.29% less ownership
Funds ownership: 103.99% → 100.71% (-3.3%)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$39.3M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$38M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
+$37.4M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$16.4M |
| 5 |
CWM
CIBC World Markets
New York
|
+$11.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$71.2M |
| 2 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$43.2M |
| 3 |
Citigroup
New York
|
-$28.7M |
| 4 |
IIM
Ivory Investment Management
New York
|
-$19M |
| 5 |
Alyeska Investment Group
Chicago,
Illinois
|
-$18.3M |
BKD Hedge Fund Activity: Q2 2017 in Review
250 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Brookdale Senior Living (BKD) for Q2 2017, worth a combined $2.76B — up 6.5% from $2.59B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new BKD positions and 34 closed out — a net gain of 13 holders — while 81 added to existing stakes and 85 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $39.3M. The largest seller was Cohen & Steers, exiting entirely with an estimated $71.2M sold.
- 250 institutional investors held Brookdale Senior Living (BKD) as of Q2 2017, up from 238 in Q1 2017.
- Funds reported $2.76B of Brookdale Senior Living stock for Q2 2017, up 6.5% quarter-over-quarter.
- 47 funds opened new Brookdale Senior Living positions in Q2 2017 and 34 closed out, a net change of +13 holders.
- The largest Brookdale Senior Living buyer in Q2 2017 was Bank of New York Mellon, an estimated $39.3M added.
- The largest Brookdale Senior Living seller in Q2 2017 was Cohen & Steers, an estimated $71.2M sold.
Based on aggregated 13F filings for Q2 2017.