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Sonida Senior Living

97 hedge funds and large institutions have $659M invested in Sonida Senior Living in 2014 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

21% more capital invested

Capital invested by funds: $545M → $659M (+$115M)

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

0.18% more ownership

Funds ownership: 5.89%6.07% (+0.18%)

1% less funds holding

Funds holding: 9897 (-1)

29% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 38

84% less call options, than puts

Call options by funds: $1.97M | Put options by funds: $12.3M

Holders
97
Holders Change
-1
Holders Change %
-1.02%
% of All Funds
2.59%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
16
Increased
27
Reduced
38
Closed
14
Calls
$1.97M
Puts
$12.3M
Net Calls
-$10.3M
Net Calls Change
+$1.51M
Name Holding Trade Value Shares
Change
Change in
Stake
RFC
26
Russell Frank Company
Washington
$5.88M +$131K +372 +2%
Allianz Asset Management
27
Allianz Asset Management
Germany
$5.27M -$11.6K -33 -0.2%
FWC
28
First Washington Corp
Washington
$5.19M
AGA
29
Altrinsic Global Advisors
Connecticut
$4.88M
PCM
30
Portolan Capital Management
Massachusetts
$4.53M +$519K +1,471 +14%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$3.84M +$17.6K +50 +0.5%
Geode Capital Management
32
Geode Capital Management
Massachusetts
$3.51M +$25K +71 +0.8%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$3.29M -$391K -1,109 -11%
Two Sigma Investments
34
Two Sigma Investments
New York
$2.9M +$2.73M +7,753 New
PRCM
35
Pine River Capital Management
Minnesota
$2.83M -$3.08M -8,731 -54%
TCIM
36
TIAA CREF Investment Management
New York
$2.58M -$84K -238 -3%
WJA
37
Williams Jones & Associates
New York
$2.46M +$306K +868 +15%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$2.41M
CCM
39
Coe Capital Management
Illinois
$2.06M -$267K -757 -12%
BIM
40
BlackRock Investment Management
Delaware
$1.98M -$30.3K -86 -2%
Charles Schwab
41
Charles Schwab
California
$1.97M +$43K +122 +2%
FPC
42
Falcon Point Capital
California
$1.85M +$7.41K +21 +0.4%
Canada Life
43
Canada Life
Manitoba, Canada
$1.72M +$39.9K +113 +3%
GC
44
Guggenheim Capital
Illinois
$1.72M -$290K -822 -15%
Bank of America
45
Bank of America
North Carolina
$1.36M +$1.16M +3,293 +974%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$1.34M +$5.64K +16 +0.4%
Morgan Stanley
47
Morgan Stanley
New York
$1.3M -$662K -1,877 -35%
First Manhattan
48
First Manhattan
New York
$1.27M
AllianceBernstein
49
AllianceBernstein
Tennessee
$1.23M -$391K -1,107 -25%
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$1.06M +$1M +2,843 New

SNDA Hedge Fund Activity: Q4 2014 in Review

97 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Sonida Senior Living (SNDA) for Q4 2014, worth a combined $659M — up 21% from $545M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SNDA positions and 14 closed out — a net gain of 2 holders — while 27 added to existing stakes and 38 trimmed.

The largest buyer was Philadelphia Financial Management of San Francisco, opening a new position worth an estimated $10.2M. The largest seller was OppenheimerFunds, exiting entirely with an estimated $12.4M sold.

  • 97 institutional investors held Sonida Senior Living (SNDA) as of Q4 2014, down from 98 in Q3 2014.
  • Funds reported $659M of Sonida Senior Living stock for Q4 2014, up 21% quarter-over-quarter.
  • 16 funds opened new Sonida Senior Living positions in Q4 2014 and 14 closed out, a net change of +2 holders.
  • The largest Sonida Senior Living buyer in Q4 2014 was Philadelphia Financial Management of San Francisco, an estimated $10.2M added.
  • The largest Sonida Senior Living seller in Q4 2014 was OppenheimerFunds, an estimated $12.4M sold.

Based on aggregated 13F filings for Q4 2014.