Brookdale Senior Living
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$29M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$23.4M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$13.3M |
| 4 |
DM
Deerfield Management
New York
|
+$9.92M |
| 5 |
D.E. Shaw & Co
New York
|
+$6.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFL
Flat Footed LLC
Wilson,
Wyoming
|
-$49M |
| 2 |
BlackRock
New York
|
-$25.3M |
| 3 |
CCM
Camber Capital Management
Boston,
Massachusetts
|
-$11.7M |
| 4 |
GCM
Glenview Capital Management
New York
|
-$7.98M |
| 5 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
-$7.14M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TSS
176
Two Sigma Securities
New York
| – | -$60.2K | -14,538 | Closed |
|
|
MM
177
MQS Management
New York
| – | -$49.3K | -11,912 | Closed |
|
|
QT
178
Quantbot Technologies
New York
| – | -$10.6K | -2,553 | Closed |
|
179
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$625 | -151 | Closed |
|
|
CAS
180
Coppell Advisory Solutions
Coppell,
Texas
| – | -$67 | -6 | Closed |
|
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.