Brookdale Senior Living
190 hedge funds and large institutions have $1.24B invested in Brookdale Senior Living in 2018 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 49 increasing their positions, 68 reducing their positions, and 17 closing their positions.
491% more call options, than puts
Call options by funds: $11.8M | Put options by funds: $2M
76% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 17
7% more funds holding
Funds holding: 177 → 190 (+13)
6.48% less ownership
Funds ownership: 105.36% → 98.87% (-6.5%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
28% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 68
36% less capital invested
Capital invested by funds: $1.94B → $1.24B (-$699M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCM
Glenview Capital Management
New York
|
+$34.2M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$12.5M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
+$12.3M |
| 4 |
Renaissance Technologies
New York
|
+$10.2M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$9.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$66.6M |
| 2 |
FI
Fosun International
Hong Kong,
China
|
-$57.6M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$17.9M |
| 4 |
LBIM
Land & Buildings Investment Management
Stamford,
Connecticut
|
-$16.2M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$12.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PA
201
Profund Advisors
Bethesda,
Maryland
| – | -$105K | -10,732 | Closed |
|
|
SPIA
202
Steward Partners Investment Advisory
New York
| – | -$14K | -1,402 | Closed |
|
|
CPIG
203
Chicago Partners Investment Group
Chicago,
Illinois
| – | -$10K | -1,188 | Closed |
|
204
Parallax Volatility Advisers
San Francisco,
California
| – | -$9K | -884 | Closed |
|
BKD Hedge Fund Activity: Q4 2018 in Review
190 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Brookdale Senior Living (BKD) for Q4 2018, worth a combined $1.24B — down 36% from $1.94B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new BKD positions and 17 closed out — a net gain of 13 holders — while 49 added to existing stakes and 68 trimmed.
The largest buyer was Glenview Capital Management, adding an estimated $34.2M. The largest seller was Morgan Stanley, cutting an estimated $66.6M.
- 190 institutional investors held Brookdale Senior Living (BKD) as of Q4 2018, up from 177 in Q3 2018.
- Funds reported $1.24B of Brookdale Senior Living stock for Q4 2018, down 36% quarter-over-quarter.
- 30 funds opened new Brookdale Senior Living positions in Q4 2018 and 17 closed out, a net change of +13 holders.
- The largest Brookdale Senior Living buyer in Q4 2018 was Glenview Capital Management, an estimated $34.2M added.
- The largest Brookdale Senior Living seller in Q4 2018 was Morgan Stanley, an estimated $66.6M sold.
Based on aggregated 13F filings for Q4 2018.