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Brookdale Senior Living
BKD

164 hedge funds and large institutions have $1.19B invested in Brookdale Senior Living in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 62 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

303% more call options, than puts

Call options by funds: $7.46M | Put options by funds: $1.85M

125% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 16

47% more capital invested

Capital invested by funds: $812M → $1.19B (+$378M)

38% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 45

12% more funds holding

Funds holding: 146 → 164 (+18)

4.46% more ownership

Funds ownership: 104.18% → 108.64% (+4.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
164
Holders Change
+18
Holders Change %
+12.33%
% of All Funds
2.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
36
Increased
62
Reduced
45
Closed
16
Calls
$7.46M
Puts
$1.85M
Net Calls
+$5.61M
Net Calls Change
+$5.67M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$29M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$23.4M
3
Deutsche Bank
Deutsche Bank
Germany
+$13.3M
4
DM
Deerfield Management
New York
+$9.92M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$6.15M

Top Sellers

Rank Fund Capital Flow
1
FFL
Flat Footed LLC
Wyoming
-$49M
2
BlackRock
BlackRock
New York
-$25.3M
3
CCM
Camber Capital Management
Massachusetts
-$11.7M
4
GCM
Glenview Capital Management
New York
-$7.98M
5
PAMP
Polar Asset Management Partners
Ontario, Canada
-$7.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
151
Raleigh Capital Management
North Carolina
$5.82K – – –
FFO
152
Fortitude Family Office
Arizona
$5.81K +$4.69K +999 New
QCG
153
Quadrant Capital Group
Ohio
$3.64K – – –
Northwestern Mutual Wealth Management
154
Northwestern Mutual Wealth Management
Wisconsin
$2.33K – – –
GI
155
GAMMA Investing
California
$2.21K +$1.9K +405 New
LC
156
Lindbrook Capital
California
$2K – – –
AWM
157
Avior Wealth Management
Nebraska
$1.43K – – –
HGERS
158
Householder Group Estate & Retirement Specialist
Arizona
$1K -$2.25K -480 -62%
GWSA
159
Global Wealth Strategies & Associates
Colorado
$826 +$666 +142 New
GPFA
160
Game Plan Financial Advisors
Ohio
$681 +$549 +117 New
SWM
161
Spire Wealth Management
Virginia
$625 +$507 +108 New
AWM
162
AllSquare Wealth Management
New York
$553 – – –
GI
163
Gradient Investments
Minnesota
$58 – – –
FFA
164
Farther Finance Advisors
California
$17 +$14 +3 New
PAMP
165
Polar Asset Management Partners
Ontario, Canada
– -$7.14M -1,723,900 Closed
CCM
166
Cinctive Capital Management
New York
– -$1.86M -450,034 Closed
SC
167
Shay Capital
New York
– -$466K -112,500 Closed
DFCM
168
Dark Forest Capital Management
Puerto Rico
– -$374K -90,247 Closed
SG Americas Securities
169
SG Americas Securities
New York
– -$340K -82,203 Closed
GCM
170
Graham Capital Management
Connecticut
– -$300K -72,577 Closed
VI
171
Versor Investments
New York
– -$151K -36,500 Closed
Group One Trading
172
Group One Trading
Illinois
– -$167K -35,661 Closed
SSA
173
Schonfeld Strategic Advisors
New York
– -$94.8K -22,900 Closed
Wolverine Trading
174
Wolverine Trading
Illinois
– -$98.8K -21,047 Closed
CC
175
Centiva Capital
New York
– -$67.7K -16,353 Closed
4 5 6
7
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BKD Hedge Fund Activity: Q4 2023 in Review

164 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Brookdale Senior Living (BKD) for Q4 2023, worth a combined $1.19B — up 47% from $812M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new BKD positions and 16 closed out — a net gain of 20 holders — while 62 added to existing stakes and 45 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $29M. The largest seller was Flat Footed LLC, cutting an estimated $49M.

  • 164 institutional investors held Brookdale Senior Living (BKD) as of Q4 2023, up from 146 in Q3 2023.
  • Funds reported $1.19B of Brookdale Senior Living stock for Q4 2023, up 47% quarter-over-quarter.
  • 36 funds opened new Brookdale Senior Living positions in Q4 2023 and 16 closed out, a net change of +20 holders.
  • The largest Brookdale Senior Living buyer in Q4 2023 was Morgan Stanley, an estimated $29M added.
  • The largest Brookdale Senior Living seller in Q4 2023 was Flat Footed LLC, an estimated $49M sold.

Based on aggregated 13F filings for Q4 2023.