Brookdale Senior Living
173 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, 59 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
57% more capital inflows, than outflows
Capital inflows: $119M | Capital outflows: $76M
5% more funds holding
Funds holding: 165 → 173 (+8)
2.41% more ownership
Funds ownership: 105.84% → 108.24% (+2.4%)
3% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 59
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nuveen
Charlotte,
North Carolina
|
+$13.8M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$13.5M |
| 3 |
Rush Island Management
New York
|
+$8.36M |
| 4 |
Eversept Partners
New York
|
+$7.69M |
| 5 |
Waterfront Capital Partners
New York
|
+$6.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Glenview Capital Management
New York
|
-$14.6M |
| 2 |
BlackRock
New York
|
-$10.8M |
| 3 |
Morgan Stanley
New York
|
-$5.28M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$4.27M |
| 5 |
Renaissance Technologies
New York
|
-$3.35M |
BKD Hedge Fund Activity: Q1 2024 in Review
173 of the 6,967 institutional investors tracked by Wall St. Rank reported a position in Brookdale Senior Living (BKD) for Q1 2024, worth a combined $1.35B — up 17% from $1.16B 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 59 trimmed.
The largest buyer was Nuveen, adding an estimated $13.8M. The largest seller was Glenview Capital Management, cutting an estimated $14.6M.
- 173 institutional investors held Brookdale Senior Living (BKD) as of Q1 2024, up from 165 in Q4 2023.
- Funds reported $1.35B of Brookdale Senior Living stock for Q1 2024, up 17% 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 Glenview Capital Management, an estimated $14.6M sold.
Based on aggregated 13F filings for Q1 2024.