Brookdale Senior Living
BKD
183 hedge funds and large institutions have $4.37B invested in Brookdale Senior Living in 2014 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 49 increasing their positions, 71 reducing their positions, and 27 closing their positions.
48% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 27
32% more capital invested
Capital invested by funds: $3.31B → $4.37B (+$1.06B)
18% more call options, than puts
Call options by funds: $13.9M | Put options by funds: $11.7M
9% more funds holding in top 10
Funds holding in top 10: 11 → 12 (+1)
8% more funds holding
Funds holding: 170 → 183 (+13)
7.48% more ownership
Funds ownership: 96.71% → 104.18% (+7.5%)
31% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 71
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIG
Senator Investment Group
New York
|
+$162M |
| 2 |
JP Morgan Chase
New York
|
+$84.7M |
| 3 |
SCM
Steadfast Capital Management
New York
|
+$67.4M |
| 4 |
SC
Samlyn Capital
New York
|
+$66.4M |
| 5 |
VAM
Visium Asset Management
New York
|
+$49.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$157M |
| 2 |
YCMGA
York Capital Management Global Advisors
New York
|
-$98.7M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$58.2M |
| 4 |
TCM
TimesSquare Capital Management
New York
|
-$44.4M |
| 5 |
Select Equity Group
New York
|
-$35.5M |
BKD Hedge Fund Activity: Q1 2014 in Review
183 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Brookdale Senior Living (BKD) for Q1 2014, worth a combined $4.37B — up 32% from $3.31B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new BKD positions and 27 closed out — a net gain of 13 holders — while 49 added to existing stakes and 71 trimmed.
The largest buyer was Senator Investment Group, opening a new position worth an estimated $162M. The largest seller was Fidelity Investments, cutting an estimated $157M.
- 183 institutional investors held Brookdale Senior Living (BKD) as of Q1 2014, up from 170 in Q4 2013.
- Funds reported $4.37B of Brookdale Senior Living stock for Q1 2014, up 32% quarter-over-quarter.
- 40 funds opened new Brookdale Senior Living positions in Q1 2014 and 27 closed out, a net change of +13 holders.
- The largest Brookdale Senior Living buyer in Q1 2014 was Senator Investment Group, an estimated $162M added.
- The largest Brookdale Senior Living seller in Q1 2014 was Fidelity Investments, an estimated $157M sold.
Based on aggregated 13F filings for Q1 2014.