Brookdale Senior Living
212 hedge funds and large institutions have $2.53B invested in Brookdale Senior Living in 2016 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 55 increasing their positions, 79 reducing their positions, and 51 closing their positions.
2.42% more ownership
Funds ownership: 106.86% → 109.28% (+2.4%)
4% less funds holding
Funds holding: 220 → 212 (-8)
12% less first-time investments, than exits
New positions opened: 45 | Existing positions closed: 51
26% less capital invested
Capital invested by funds: $3.44B → $2.53B (-$909M)
30% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 79
43% less funds holding in top 10
Funds holding in top 10: 14 → 8 (-6)
70% less call options, than puts
Call options by funds: $8.13M | Put options by funds: $27.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIG
Senator Investment Group
New York
|
+$184M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$53.5M |
| 3 |
LBIM
Land & Buildings Investment Management
Stamford,
Connecticut
|
+$47.8M |
| 4 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$39.8M |
| 5 |
KCM
Kingstown Capital Management
New York
|
+$29.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCA
Canyon Capital Advisors
Dallas,
Texas
|
-$111M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$81.5M |
| 3 |
BAMCO Inc
New York
|
-$47.7M |
| 4 |
PHS
PFM Health Sciences
San Francisco,
California
|
-$44.3M |
| 5 |
Bank of New York Mellon
New York
|
-$40.1M |
BKD Hedge Fund Activity: Q4 2016 in Review
212 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Brookdale Senior Living (BKD) for Q4 2016, worth a combined $2.53B — down 26% from $3.44B a quarter earlier.
Sellers outnumbered buyers: 51 funds closed out of BKD and 45 opened new positions — a net loss of 6 holders — while 79 trimmed existing stakes and 55 added.
The largest buyer was Senator Investment Group, opening a new position worth an estimated $184M. The largest seller was Canyon Capital Advisors, exiting entirely with an estimated $111M sold.
- 212 institutional investors held Brookdale Senior Living (BKD) as of Q4 2016, down from 220 in Q3 2016.
- Funds reported $2.53B of Brookdale Senior Living stock for Q4 2016, down 26% quarter-over-quarter.
- 45 funds opened new Brookdale Senior Living positions in Q4 2016 and 51 closed out, a net change of -6 holders.
- The largest Brookdale Senior Living buyer in Q4 2016 was Senator Investment Group, an estimated $184M added.
- The largest Brookdale Senior Living seller in Q4 2016 was Canyon Capital Advisors, an estimated $111M sold.
Based on aggregated 13F filings for Q4 2016.