Brookdale Senior Living
BKD
168 hedge funds and large institutions have $806M invested in Brookdale Senior Living in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 47 reducing their positions, and 20 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
26% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 47
25% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 20
3% more funds holding
Funds holding: 163 → 168 (+5)
0.87% more ownership
Funds ownership: 100.18% → 101.05% (+0.87%)
5% less capital invested
Capital invested by funds: $849M → $806M (-$43.4M)
85% less call options, than puts
Call options by funds: $138K | Put options by funds: $907K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$20.8M |
| 2 |
RIM
Rush Island Management
New York
|
+$7M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$6.43M |
| 4 |
Millennium Management
New York
|
+$5.37M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$3.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$11M |
| 2 |
KAM
Knightsbridge Asset Management
Newport Beach,
California
|
-$5.7M |
| 3 |
Goldman Sachs
New York
|
-$5.67M |
| 4 |
5NCM
59 North Capital Management
Houston,
Texas
|
-$4.83M |
| 5 |
D.E. Shaw & Co
New York
|
-$4.48M |
BKD Hedge Fund Activity: Q3 2022 in Review
168 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Brookdale Senior Living (BKD) for Q3 2022, worth a combined $806M — down 5.1% from $849M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new BKD positions and 20 closed out — a net gain of 5 holders — while 59 added to existing stakes and 47 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $20.8M. The largest seller was BlackRock, cutting an estimated $11M.
- 168 institutional investors held Brookdale Senior Living (BKD) as of Q3 2022, up from 163 in Q2 2022.
- Funds reported $806M of Brookdale Senior Living stock for Q3 2022, down 5.1% quarter-over-quarter.
- 25 funds opened new Brookdale Senior Living positions in Q3 2022 and 20 closed out, a net change of +5 holders.
- The largest Brookdale Senior Living buyer in Q3 2022 was Morgan Stanley, an estimated $20.8M added.
- The largest Brookdale Senior Living seller in Q3 2022 was BlackRock, an estimated $11M sold.
Based on aggregated 13F filings for Q3 2022.