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BKDT

Brookdale Senior Living Inc. 7.00% Tangible Equity Units

Delisted

BKDT was delisted on the 27th of March, 2025.

14 hedge funds and large institutions have $195M invested in Brookdale Senior Living Inc. 7.00% Tangible Equity Units in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less capital invested

Capital invested by funds: $201M → $195M (-$6.75M)

7% less funds holding

Funds holding: 1514 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

83% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 6

Holders
14
Holders Change
-1
Holders Change %
-6.67%
% of All Funds
0.2%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
3
Increased
1
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$33.3M
FFL
2
Flat Footed LLC
Wyoming
$30.8M
Two Sigma Investments
3
Two Sigma Investments
New York
$23.3M -$6.12M -75,000 -23%
CCM
4
Camber Capital Management
Massachusetts
$22.7M
SC
5
Sculptor Capital
New York
$22.3M +$19.9M +243,662 New
D.E. Shaw & Co
6
D.E. Shaw & Co
New York
$18.6M +$8.24K +101 +0%
SM
7
Skaana Management
New York
$9.73M -$47.1K -577 -0.5%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$9.17M
WAM
9
Wolverine Asset Management
Illinois
$8.94M -$3.44M -42,168 -30%
CL
10
CSS LLC
Illinois
$8.26M -$14.9M -182,420 -67%
Bank of America
11
Bank of America
North Carolina
$4.61M -$571K -7,000 -12%
JP Morgan Chase
12
JP Morgan Chase
New York
$2.29M +$2.04M +25,000 New
Parallax Volatility Advisers
13
Parallax Volatility Advisers
California
$476K +$5.88M +72,000 New
Morgan Stanley
14
Morgan Stanley
New York
$91 -$82 -1 -50%
HCM
15
Highbridge Capital Management
New York
-$20.4M -243,913 Closed
AAI
16
Aequim Alternative Investments
California
-$3.24M -40,000 Closed
Barclays
17
Barclays
United Kingdom
-$1.75M -21,525 Closed
Jane Street
18
Jane Street
New York
-$242K -2,989 Closed

BKDT Hedge Fund Activity: Q1 2024 in Review

14 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Brookdale Senior Living Inc. 7.00% Tangible Equity Units (BKDT) for Q1 2024, worth a combined $195M — down 3.4% from $201M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of BKDT and 3 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 1 added.

The largest buyer was Sculptor Capital, opening a new position worth an estimated $19.9M. The largest seller was Highbridge Capital Management, exiting entirely with an estimated $20.4M sold.

  • 14 institutional investors held Brookdale Senior Living Inc. 7.00% Tangible Equity Units (BKDT) as of Q1 2024, down from 15 in Q4 2023.
  • Funds reported $195M of Brookdale Senior Living Inc. 7.00% Tangible Equity Units stock for Q1 2024, down 3.4% quarter-over-quarter.
  • 3 funds opened new Brookdale Senior Living Inc. 7.00% Tangible Equity Units positions in Q1 2024 and 4 closed out, a net change of -1 holder.
  • The largest Brookdale Senior Living Inc. 7.00% Tangible Equity Units buyer in Q1 2024 was Sculptor Capital, an estimated $19.9M added.
  • The largest Brookdale Senior Living Inc. 7.00% Tangible Equity Units seller in Q1 2024 was Highbridge Capital Management, an estimated $20.4M sold.

Based on aggregated 13F filings for Q1 2024.