Brookdale Senior Living
190 hedge funds and large institutions have $1.76B invested in Brookdale Senior Living in 2018 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 65 increasing their positions, 69 reducing their positions, and 41 closing their positions.
40% more capital invested
Capital invested by funds: $1.26B → $1.76B (+$506M)
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
2.97% more ownership
Funds ownership: 100.44% → 103.41% (+3%)
6% less repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 69
6% less funds holding
Funds holding: 202 → 190 (-12)
27% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 41
50% less call options, than puts
Call options by funds: $2.88M | Put options by funds: $5.76M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$40.8M |
| 2 |
WTB
Washington Trust Bank
Spokane,
Washington
|
+$19.4M |
| 3 |
DM
Deerfield Management
New York
|
+$17.9M |
| 4 |
Millennium Management
New York
|
+$17M |
| 5 |
Renaissance Technologies
New York
|
+$14.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCM
Glenview Capital Management
New York
|
-$49.9M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$28.2M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
-$13.2M |
| 4 |
Goldman Sachs
New York
|
-$13M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$10.1M |
BKD Hedge Fund Activity: Q2 2018 in Review
190 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Brookdale Senior Living (BKD) for Q2 2018, worth a combined $1.76B — up 40% from $1.26B a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of BKD and 30 opened new positions — a net loss of 11 holders — while 69 trimmed existing stakes and 65 added.
The largest buyer was BlackRock, adding an estimated $40.8M. The largest seller was Glenview Capital Management, cutting an estimated $49.9M.
- 190 institutional investors held Brookdale Senior Living (BKD) as of Q2 2018, down from 202 in Q1 2018.
- Funds reported $1.76B of Brookdale Senior Living stock for Q2 2018, up 40% quarter-over-quarter.
- 30 funds opened new Brookdale Senior Living positions in Q2 2018 and 41 closed out, a net change of -11 holders.
- The largest Brookdale Senior Living buyer in Q2 2018 was BlackRock, an estimated $40.8M added.
- The largest Brookdale Senior Living seller in Q2 2018 was Glenview Capital Management, an estimated $49.9M sold.
Based on aggregated 13F filings for Q2 2018.