Brookdale Senior Living
BKD
155 hedge funds and large institutions have $821M invested in Brookdale Senior Living in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 62 reducing their positions, and 16 closing their positions.
44% more capital invested
Capital invested by funds: $570M → $821M (+$251M)
0.24% more ownership
Funds ownership: 103.19% → 103.43% (+0.24%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 16
1% less funds holding
Funds holding: 157 → 155 (-2)
24% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 62
44% less call options, than puts
Call options by funds: $898K | Put options by funds: $1.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
+$13.1M |
| 2 |
WCP
Waterfront Capital Partners
New York
|
+$7.15M |
| 3 |
ITP
Iron Triangle Partners
Cos Cob,
Connecticut
|
+$5.73M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$5.65M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$5.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DM
Deerfield Management
New York
|
-$14.4M |
| 2 |
BlackRock
New York
|
-$12.6M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$6.81M |
| 4 |
FFL
Flat Footed LLC
Wilson,
Wyoming
|
-$2.68M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$2.01M |
BKD Hedge Fund Activity: Q2 2023 in Review
155 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Brookdale Senior Living (BKD) for Q2 2023, worth a combined $821M — up 44% from $570M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of BKD and 15 opened new positions — a net loss of 1 holder — while 62 trimmed existing stakes and 47 added.
The largest buyer was Point72 Asset Management, adding an estimated $13.1M. The largest seller was Deerfield Management, cutting an estimated $14.4M.
- 155 institutional investors held Brookdale Senior Living (BKD) as of Q2 2023, down from 157 in Q1 2023.
- Funds reported $821M of Brookdale Senior Living stock for Q2 2023, up 44% quarter-over-quarter.
- 15 funds opened new Brookdale Senior Living positions in Q2 2023 and 16 closed out, a net change of -1 holder.
- The largest Brookdale Senior Living buyer in Q2 2023 was Point72 Asset Management, an estimated $13.1M added.
- The largest Brookdale Senior Living seller in Q2 2023 was Deerfield Management, an estimated $14.4M sold.
Based on aggregated 13F filings for Q2 2023.