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Bristol-Myers Squibb

1,595 hedge funds and large institutions have $64B invested in Bristol-Myers Squibb in 2017 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 575 increasing their positions, 658 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $1.81B | Put options by funds: $1.51B

19% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 88

1% more capital invested

Capital invested by funds: $63.5B → $64B (+$485M)

0% less funds holding

Funds holding: 1,5981,595 (-3)

1.17% less ownership

Funds ownership: 70.75%69.58% (-1.2%)

2% less funds holding in top 10

Funds holding in top 10: 4544 (-1)

13% less repeat investments, than reductions

Existing positions increased: 575 | Existing positions reduced: 658

Holders
1,595
Holders Change
-3
Holders Change %
-0.19%
% of All Funds
39.76%
Holding in Top 10
44
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.22%
% of All Funds
1.1%
New
105
Increased
575
Reduced
658
Closed
88
Calls
$1.81B
Puts
$1.51B
Net Calls
+$301M
Net Calls Change
-$57.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Group One Trading
226
Group One Trading
Illinois
$18.6M -$2.01M -36,983 -10%
CCMH
227
Cornerstone Capital Management Holdings
New York
$18.5M -$507K -9,323 -3%
William Blair Investment Management
228
William Blair Investment Management
Illinois
$18M -$75.5M -1,387,641 -81%
CB
229
Commerce Bank
Missouri
$18M +$170K +3,132 +1%
SWP
230
Stratos Wealth Partners
Ohio
$17.9M +$110K +2,025 +0.6%
CTB
231
Country Trust Bank
Illinois
$17.9M +$17.5M +320,944 +320,944%
HEIP
232
Hudson Edge Investment Partners
New Jersey
$17.8M +$571K +10,490 +3%
TH
233
TCTC Holdings
Texas
$17.7M
JMPWA
234
JP Morgan Private Wealth Advisors
California
$17.7M +$1.7M +31,325 +11%
RFS
235
Rockefeller Financial Services
New York
$17.6M +$15.9M +291,420 +1,156%
Nomura Holdings
236
Nomura Holdings
Japan
$17.6M +$6.96M +127,878 +68%
EIM
237
ExxonMobil Investment Management
Texas
$17.6M -$3M -55,147 -15%
NLGIA
238
Nippon Life Global Investors Americas
New York
$17.5M
CIBC Private Wealth Group
239
CIBC Private Wealth Group
Georgia
$17.2M -$1.52M -27,915 -8%
Calamos Advisors
240
Calamos Advisors
Illinois
$17.2M +$564K +10,369 +3%
First Manhattan
241
First Manhattan
New York
$16.9M -$276K -5,072 -2%
URS
242
Utah Retirement Systems
Utah
$16.8M -$223K -4,100 -1%
KIA
243
KCM Investment Advisors
California
$16.4M -$140K -2,576 -0.9%
Creative Planning
244
Creative Planning
Kansas
$16.4M +$169K +3,099 +1%
IG
245
ING Group
Netherlands
$16.1M -$2.86M -52,584 -15%
PWAG
246
Polaris Wealth Advisory Group
California
$16M +$539K +9,912 +4%
XK
247
Xact Kapitalforvaltning
Sweden
$16M +$507K +9,310 +3%
BAM
248
Barrett Asset Management
New York
$15.9M -$109K -1,995 -0.7%
PGFC
249
Peapack-Gladstone Financial Corp
New Jersey
$15.7M +$521K +9,579 +4%
UCFA
250
United Capital Financial Advisors
Texas
$15.6M -$335K -6,154 -2%

BMY Hedge Fund Activity: Q2 2017 in Review

1,595 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q2 2017, worth a combined $64B — up 0.76% from $63.5B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new BMY positions and 88 closed out — a net gain of 17 holders — while 575 added to existing stakes and 658 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $382M. The largest seller was T. Rowe Price Associates, cutting an estimated $548M.

  • 1,595 institutional investors held Bristol-Myers Squibb (BMY) as of Q2 2017, down from 1,598 in Q1 2017.
  • Funds reported $64B of Bristol-Myers Squibb stock for Q2 2017, up 0.76% quarter-over-quarter.
  • 105 funds opened new Bristol-Myers Squibb positions in Q2 2017 and 88 closed out, a net change of +17 holders.
  • The largest Bristol-Myers Squibb buyer in Q2 2017 was Renaissance Technologies, an estimated $382M added.
  • The largest Bristol-Myers Squibb seller in Q2 2017 was T. Rowe Price Associates, an estimated $548M sold.

Based on aggregated 13F filings for Q2 2017.