Brookdale Senior Living
BKD
165 hedge funds and large institutions have $1.16B invested in Brookdale Senior Living in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 62 increasing their positions, 45 reducing their positions, and 16 closing their positions.
303% more call options, than puts
Call options by funds: $7.46M | Put options by funds: $1.85M
131% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 16
38% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 45
14% more capital inflows, than outflows
Capital inflows: $138M | Capital outflows: $121M
13% more funds holding
Funds holding: 146 → 165 (+19)
1.66% more ownership
Funds ownership: 104.18% → 105.84% (+1.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$23.4M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$13.3M |
| 3 |
Deerfield Management
New York
|
+$9.9M |
| 4 |
D.E. Shaw & Co
New York
|
+$6.15M |
| 5 |
Millennium Management
New York
|
+$5.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Flat Footed LLC
Wilson,
Wyoming
|
-$49M |
| 2 |
BlackRock
New York
|
-$25.3M |
| 3 |
Camber Capital Management
Boston,
Massachusetts
|
-$11.7M |
| 4 |
Glenview Capital Management
New York
|
-$7.98M |
| 5 |
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
-$7.14M |
BKD Hedge Fund Activity: Q4 2023 in Review
165 of the 6,878 institutional investors tracked by Wall St. Rank reported a position in Brookdale Senior Living (BKD) for Q4 2023, worth a combined $1.16B — up 43% from $812M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new BKD positions and 16 closed out — a net gain of 21 holders — while 62 added to existing stakes and 45 trimmed.
The largest buyer was Wellington Management Group, opening a new position worth an estimated $23.4M. The largest seller was Flat Footed LLC, cutting an estimated $49M.
- 165 institutional investors held Brookdale Senior Living (BKD) as of Q4 2023, up from 146 in Q3 2023.
- Funds reported $1.16B of Brookdale Senior Living stock for Q4 2023, up 43% quarter-over-quarter.
- 37 funds opened new Brookdale Senior Living positions in Q4 2023 and 16 closed out, a net change of +21 holders.
- The largest Brookdale Senior Living buyer in Q4 2023 was Wellington Management Group, an estimated $23.4M added.
- The largest Brookdale Senior Living seller in Q4 2023 was Flat Footed LLC, an estimated $49M sold.
Based on aggregated 13F filings for Q4 2023.