Brookdale Senior Living
238 hedge funds and large institutions have $2.59B invested in Brookdale Senior Living in 2017 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 88 increasing their positions, 55 reducing their positions, and 27 closing their positions.
119% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 27
60% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 55
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
12% more funds holding
Funds holding: 212 → 238 (+26)
2% more capital invested
Capital invested by funds: $2.53B → $2.59B (+$62.1M)
8% less call options, than puts
Call options by funds: $38.3M | Put options by funds: $41.8M
5.29% less ownership
Funds ownership: 109.28% → 103.99% (-5.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$238M |
| 2 |
PC
Paulson & Co
New York
|
+$71.2M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$41.1M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$34.9M |
| 5 |
Citigroup
New York
|
+$32.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIG
Senator Investment Group
New York
|
-$170M |
| 2 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$117M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$64.3M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$55.2M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$40.6M |
BKD Hedge Fund Activity: Q1 2017 in Review
238 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Brookdale Senior Living (BKD) for Q1 2017, worth a combined $2.59B — up 2.5% from $2.53B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new BKD positions and 27 closed out — a net gain of 32 holders — while 88 added to existing stakes and 55 trimmed.
The largest buyer was BlackRock, adding an estimated $238M. The largest seller was Senator Investment Group, exiting entirely with an estimated $170M sold.
- 238 institutional investors held Brookdale Senior Living (BKD) as of Q1 2017, up from 212 in Q4 2016.
- Funds reported $2.59B of Brookdale Senior Living stock for Q1 2017, up 2.5% quarter-over-quarter.
- 59 funds opened new Brookdale Senior Living positions in Q1 2017 and 27 closed out, a net change of +32 holders.
- The largest Brookdale Senior Living buyer in Q1 2017 was BlackRock, an estimated $238M added.
- The largest Brookdale Senior Living seller in Q1 2017 was Senator Investment Group, an estimated $170M sold.
Based on aggregated 13F filings for Q1 2017.