We are live on ! Find out more
BKD icon

Brookdale Senior Living

189 hedge funds and large institutions have $1.15B invested in Brookdale Senior Living in 2019 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 51 increasing their positions, 60 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 31

1% less funds holding

Funds holding: 190189 (-1)

4.86% less ownership

Funds ownership: 98.87%94.01% (-4.9%)

7% less capital invested

Capital invested by funds: $1.24B → $1.15B (-$89.9M)

15% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 60

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

29% less call options, than puts

Call options by funds: $1.26M | Put options by funds: $1.77M

Holders
189
Holders Change
-1
Holders Change %
-0.53%
% of All Funds
4.09%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
31
Increased
51
Reduced
60
Closed
31
Calls
$1.26M
Puts
$1.77M
Net Calls
-$508K
Net Calls Change
-$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Assenagon Asset Management
151
Assenagon Asset Management
Luxembourg
$80K +$88.8K +12,097 New
Zurich Cantonal Bank
152
Zurich Cantonal Bank
Switzerland
$73K +$1.58K +215 +2%
FQ
153
First Quadrant
California
$70K
Wolverine Trading
154
Wolverine Trading
Illinois
$69K -$12K -1,638 -13%
QC
155
Quadrature Capital
United Kingdom
$67K +$74.7K +10,179 New
CP
156
Camelot Portfolios
Ohio
$66K +$734 +100 +1%
BWA
157
BDO Wealth Advisors
Florida
$66K +$73.4K +10,000 New
PA
158
Pinnacle Associates
New York
$66K +$73.4K +10,000 New
Russell Investments Group
159
Russell Investments Group
United Kingdom
$57K -$163K -22,168 -72%
QI
160
QS Investors
New York
$52K
Bank of Montreal
161
Bank of Montreal
Ontario, Canada
$48K -$16K -2,179 -23%
PCM
162
Prelude Capital Management
New York
$44K -$3.02M -411,546 -98%
TNBTD
163
Trustmark National Bank Trust Department
Mississippi
$28K
Group One Trading
164
Group One Trading
Illinois
$27K -$59.5K -8,110 -67%
WAM
165
Wealthspire Advisors (Maryland)
Maryland
$25K -$903 -123 -3%
CG
166
Cutler Group
California
$19K +$21.1K +2,874 +2,281%
Federated Hermes
167
Federated Hermes
Pennsylvania
$17K -$26.9K -3,659 -58%
CFA
168
Carroll Financial Associates
North Carolina
$14K
WAP
169
Wealthcare Advisory Partners
Pennsylvania
$14K
EWM
170
Edge Wealth Management
New York
$13K
RFC
171
Regions Financial Corp
Alabama
$7K -$12.8K -1,749 -64%
MCA
172
Mercer Capital Advisers
New Jersey
$7K
Nisa Investment Advisors
173
Nisa Investment Advisors
Missouri
$7K
PNC Financial Services Group
174
PNC Financial Services Group
Pennsylvania
$4K -$1.45K -197 -20%
JCM
175
Jacobi Capital Management
Pennsylvania
$3K

BKD Hedge Fund Activity: Q1 2019 in Review

189 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Brookdale Senior Living (BKD) for Q1 2019, worth a combined $1.15B — down 7.2% from $1.24B a quarter earlier.

Fund positioning in BKD was balanced in Q1 2019: 31 funds opened new positions, 31 closed out, 51 added to existing stakes and 60 trimmed.

The largest buyer was Camber Capital Management, adding an estimated $25.7M. The largest seller was Fosun International, cutting an estimated $37.8M.

  • 189 institutional investors held Brookdale Senior Living (BKD) as of Q1 2019, down from 190 in Q4 2018.
  • Funds reported $1.15B of Brookdale Senior Living stock for Q1 2019, down 7.2% quarter-over-quarter.
  • 31 funds opened new Brookdale Senior Living positions in Q1 2019 and 31 closed out, a net change of 0 holders.
  • The largest Brookdale Senior Living buyer in Q1 2019 was Camber Capital Management, an estimated $25.7M added.
  • The largest Brookdale Senior Living seller in Q1 2019 was Fosun International, an estimated $37.8M sold.

Based on aggregated 13F filings for Q1 2019.