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Brookdale Senior Living

153 hedge funds and large institutions have $528M invested in Brookdale Senior Living in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 59 increasing their positions, 42 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $971K | Put options by funds: $530K

40% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 42

2.38% more ownership

Funds ownership: 101.05%103.43% (+2.4%)

9% less funds holding

Funds holding: 168153 (-15)

34% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 35

35% less capital invested

Capital invested by funds: $806M → $528M (-$278M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
153
Holders Change
-15
Holders Change %
-8.93%
% of All Funds
2.45%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
23
Increased
59
Reduced
42
Closed
35
Calls
$971K
Puts
$530K
Net Calls
+$441K
Net Calls Change
+$1.21M

BKD Hedge Fund Activity: Q4 2022 in Review

153 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Brookdale Senior Living (BKD) for Q4 2022, worth a combined $528M — down 35% from $806M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of BKD and 23 opened new positions — a net loss of 12 holders — while 42 trimmed existing stakes and 59 added.

The largest buyer was Flat Footed LLC, opening a new position worth an estimated $39.8M. The largest seller was Diameter Capital Partners, exiting entirely with an estimated $17.9M sold.

  • 153 institutional investors held Brookdale Senior Living (BKD) as of Q4 2022, down from 168 in Q3 2022.
  • Funds reported $528M of Brookdale Senior Living stock for Q4 2022, down 35% quarter-over-quarter.
  • 23 funds opened new Brookdale Senior Living positions in Q4 2022 and 35 closed out, a net change of -12 holders.
  • The largest Brookdale Senior Living buyer in Q4 2022 was Flat Footed LLC, an estimated $39.8M added.
  • The largest Brookdale Senior Living seller in Q4 2022 was Diameter Capital Partners, an estimated $17.9M sold.

Based on aggregated 13F filings for Q4 2022.