Brookdale Senior Living
172 hedge funds and large institutions have $1.35B invested in Brookdale Senior Living in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 61 increasing their positions, 58 reducing their positions, and 16 closing their positions.
191% more call options, than puts
Call options by funds: $8.7M | Put options by funds: $2.99M
63% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 16
14% more capital invested
Capital invested by funds: $1.19B → $1.35B (+$164M)
5% more funds holding
Funds holding: 164 → 172 (+8)
5% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 58
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.41% less ownership
Funds ownership: 108.64% → 108.23% (-0.41%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
+$13.8M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$13.5M |
| 3 |
RIM
Rush Island Management
New York
|
+$8.36M |
| 4 |
EP
Eversept Partners
New York
|
+$7.69M |
| 5 |
WCP
Waterfront Capital Partners
New York
|
+$6.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$36.4M |
| 2 |
GCM
Glenview Capital Management
New York
|
-$14.6M |
| 3 |
BlackRock
New York
|
-$10.8M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$4.27M |
| 5 |
Renaissance Technologies
New York
|
-$3.35M |
BKD Hedge Fund Activity: Q1 2024 in Review
172 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Brookdale Senior Living (BKD) for Q1 2024, worth a combined $1.35B — up 14% from $1.19B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new BKD positions and 16 closed out — a net gain of 10 holders — while 61 added to existing stakes and 58 trimmed.
The largest buyer was Nuveen, adding an estimated $13.8M. The largest seller was Morgan Stanley, cutting an estimated $36.4M.
- 172 institutional investors held Brookdale Senior Living (BKD) as of Q1 2024, up from 164 in Q4 2023.
- Funds reported $1.35B of Brookdale Senior Living stock for Q1 2024, up 14% quarter-over-quarter.
- 26 funds opened new Brookdale Senior Living positions in Q1 2024 and 16 closed out, a net change of +10 holders.
- The largest Brookdale Senior Living buyer in Q1 2024 was Nuveen, an estimated $13.8M added.
- The largest Brookdale Senior Living seller in Q1 2024 was Morgan Stanley, an estimated $36.4M sold.
Based on aggregated 13F filings for Q1 2024.