Brookdale Senior Living
202 hedge funds and large institutions have $1.26B invested in Brookdale Senior Living in 2018 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 63 increasing their positions, 72 reducing their positions, and 45 closing their positions.
61% more call options, than puts
Call options by funds: $6.18M | Put options by funds: $3.83M
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
0.26% more ownership
Funds ownership: 100.18% → 100.44% (+0.26%)
5% less funds holding
Funds holding: 212 → 202 (-10)
13% less repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 72
22% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 45
31% less capital invested
Capital invested by funds: $1.81B → $1.26B (-$554M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
Fosun International
Hong Kong,
China
|
+$128M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
+$31.9M |
| 3 |
CCM
Coliseum Capital Management
Rowayton,
Connecticut
|
+$13.1M |
| 4 |
Goldman Sachs
New York
|
+$11.7M |
| 5 |
Millennium Management
New York
|
+$11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NSCM
New South Capital Management
Memphis,
Tennessee
|
-$48.9M |
| 2 |
LPC
Long Pond Capital
New York
|
-$23.1M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$17.4M |
| 4 |
D.E. Shaw & Co
New York
|
-$16.5M |
| 5 |
ACM
Adelante Capital Management
Alameda,
California
|
-$13.4M |
BKD Hedge Fund Activity: Q1 2018 in Review
202 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Brookdale Senior Living (BKD) for Q1 2018, worth a combined $1.26B — down 31% from $1.81B a quarter earlier.
Sellers outnumbered buyers: 45 funds closed out of BKD and 35 opened new positions — a net loss of 10 holders — while 72 trimmed existing stakes and 63 added.
The largest buyer was Fosun International, opening a new position worth an estimated $128M. The largest seller was New South Capital Management, exiting entirely with an estimated $48.9M sold.
- 202 institutional investors held Brookdale Senior Living (BKD) as of Q1 2018, down from 212 in Q4 2017.
- Funds reported $1.26B of Brookdale Senior Living stock for Q1 2018, down 31% quarter-over-quarter.
- 35 funds opened new Brookdale Senior Living positions in Q1 2018 and 45 closed out, a net change of -10 holders.
- The largest Brookdale Senior Living buyer in Q1 2018 was Fosun International, an estimated $128M added.
- The largest Brookdale Senior Living seller in Q1 2018 was New South Capital Management, an estimated $48.9M sold.
Based on aggregated 13F filings for Q1 2018.