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Brookdale Senior Living
BKD

174 hedge funds and large institutions have $1.12B invested in Brookdale Senior Living in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 62 increasing their positions, 62 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

0% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 62

2.19% less ownership

Funds ownership: 107.63% → 105.44% (-2.2%)

11% less funds holding

Funds holding: 196 → 174 (-22)

22% less capital invested

Capital invested by funds: $1.44B → $1.12B (-$317M)

47% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 43

81% less call options, than puts

Call options by funds: $282K | Put options by funds: $1.49M

Holders
174
Holders Change
-22
Holders Change %
-11.22%
% of All Funds
2.29%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
23
Increased
62
Reduced
62
Closed
43
Calls
$282K
Puts
$1.49M
Net Calls
-$1.2M
Net Calls Change
-$48K

Top Buyers

1
FFL
Flat Footed LLC
Wyoming
+$30M
2
AP
Antipodes Partners
Australia
+$20.1M
3
RIM
Rush Island Management
New York
+$18.2M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$12M
5
CCM
Carronade Capital Management
Connecticut
+$10.3M

Top Sellers

1
ITP
Iron Triangle Partners
Connecticut
-$14.9M
2
VC
Vision Capital
Ontario, Canada
-$12.5M
3
WCP
Waterfront Capital Partners
New York
-$11.8M
4
N
Nuveen
North Carolina
-$10.5M
5
Millennium Management
Millennium Management
New York
-$7.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
151
Raleigh Capital Management
North Carolina
$5.03K – – –
FFO
152
Fortitude Family Office
Arizona
$5.03K – – –
HCA
153
Harbor Capital Advisors
Illinois
$4K -$57 -10 -1%
QCG
154
Quadrant Capital Group
Ohio
$3.15K – – –
US Bancorp
155
US Bancorp
Minnesota
$2.64K -$481 -84 -14%
Northwestern Mutual Wealth Management
156
Northwestern Mutual Wealth Management
Wisconsin
$2.52K +$572 +100 +25%
FFA
157
Farther Finance Advisors
California
$2.32K – – –
BIG
158
Brooklyn Investment Group
New York
$2.14K +$2.43K +425 New
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$2K -$1.63K -285 -41%
LC
160
Lindbrook Capital
California
$1.73K – – –
GI
161
GAMMA Investing
California
$1.72K -$212 -37 -10%
AWM
162
Avior Wealth Management
Nebraska
$1.23K – – –
Optiver Holding
163
Optiver Holding
Netherlands
$1.1K +$1.21K +211 +3,014%
HGERS
164
Householder Group Estate & Retirement Specialist
Arizona
$1K – – –
MA
165
Modus Advisors
Minnesota
$966 +$1.1K +192 New
GWSA
166
Global Wealth Strategies & Associates
Colorado
$714 – – –
GPFA
167
Game Plan Financial Advisors
Ohio
$585 – – –
MCM
168
MAI Capital Management
Ohio
$503 +$572 +100 New
AWM
169
AllSquare Wealth Management
New York
$478 – – –
RIL
170
Rothschild Investment LLC
Illinois
$402 -$658 -115 -59%
Amundi
171
Amundi
France
$205 +$240 +42 New
IA
172
IFP Advisors
Florida
$50 +$57 +10 New
EC
173
Elequin Capital
New York
$20 +$23 +4 New
SSB
174
Sandy Spring Bank
Maryland
$6 +$6 +1 New
ITP
175
Iron Triangle Partners
Connecticut
– -$14.9M -2,197,578 Closed
5 6
7
8 9

BKD Hedge Fund Activity: Q4 2024 in Review

174 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Brookdale Senior Living (BKD) for Q4 2024, worth a combined $1.12B — down 22% from $1.44B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of BKD and 23 opened new positions — a net loss of 20 holders — while 62 trimmed existing stakes and 62 added.

The largest buyer was Flat Footed LLC, adding an estimated $30M. The largest seller was Iron Triangle Partners, exiting entirely with an estimated $14.9M sold.

  • 174 institutional investors held Brookdale Senior Living (BKD) as of Q4 2024, down from 196 in Q3 2024.
  • Funds reported $1.12B of Brookdale Senior Living stock for Q4 2024, down 22% quarter-over-quarter.
  • 23 funds opened new Brookdale Senior Living positions in Q4 2024 and 43 closed out, a net change of -20 holders.
  • The largest Brookdale Senior Living buyer in Q4 2024 was Flat Footed LLC, an estimated $30M added.
  • The largest Brookdale Senior Living seller in Q4 2024 was Iron Triangle Partners, an estimated $14.9M sold.

Based on aggregated 13F filings for Q4 2024.