Brookdale Senior Living
BKD
170 hedge funds and large institutions have $3.31B invested in Brookdale Senior Living in 2013 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 68 reducing their positions, and 16 closing their positions.
44% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 16
38% more funds holding in top 10
Funds holding in top 10: 8 → 11 (+3)
4% more funds holding
Funds holding: 163 → 170 (+7)
5% more capital invested
Capital invested by funds: $3.16B → $3.31B (+$148M)
0.2% less ownership
Funds ownership: 96.9% → 96.71% (-0.2%)
16% less repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 68
17% less call options, than puts
Call options by funds: $5.1M | Put options by funds: $6.16M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VAM
Visium Asset Management
New York
|
+$72M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$66.8M |
| 3 |
GBCP
Glade Brook Capital Partners
Greenwich,
Connecticut
|
+$33.6M |
| 4 |
YCMGA
York Capital Management Global Advisors
New York
|
+$27.9M |
| 5 |
Millennium Management
New York
|
+$25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$198M |
| 2 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$43.4M |
| 3 |
RG
Redmile Group
San Francisco,
California
|
-$19.9M |
| 4 |
CC
Carlson Capital
Dallas,
Texas
|
-$19.6M |
| 5 |
State Street
Boston,
Massachusetts
|
-$14.8M |
BKD Hedge Fund Activity: Q4 2013 in Review
170 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Brookdale Senior Living (BKD) for Q4 2013, worth a combined $3.31B — up 4.7% from $3.16B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new BKD positions and 16 closed out — a net gain of 7 holders — while 57 added to existing stakes and 68 trimmed.
The largest buyer was Visium Asset Management, adding an estimated $72M. The largest seller was Fidelity Investments, cutting an estimated $198M.
- 170 institutional investors held Brookdale Senior Living (BKD) as of Q4 2013, up from 163 in Q3 2013.
- Funds reported $3.31B of Brookdale Senior Living stock for Q4 2013, up 4.7% quarter-over-quarter.
- 23 funds opened new Brookdale Senior Living positions in Q4 2013 and 16 closed out, a net change of +7 holders.
- The largest Brookdale Senior Living buyer in Q4 2013 was Visium Asset Management, an estimated $72M added.
- The largest Brookdale Senior Living seller in Q4 2013 was Fidelity Investments, an estimated $198M sold.
Based on aggregated 13F filings for Q4 2013.