Bristol-Myers Squibb
BMY
1,730 hedge funds and large institutions have $74.8B invested in Bristol-Myers Squibb in 2018 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 576 increasing their positions, 744 reducing their positions, and 53 closing their positions.
102% more first-time investments, than exits
New positions opened: 107 | Existing positions closed: 53
13% more capital invested
Capital invested by funds: $66.3B → $74.8B (+$8.58B)
8% more funds holding in top 10
Funds holding in top 10: 39 → 42 (+3)
2% more funds holding
Funds holding: 1,692 → 1,730 (+38)
7% more call options, than puts
Call options by funds: $1.32B | Put options by funds: $1.24B
0.55% more ownership
Funds ownership: 73.32% → 73.88% (+0.55%)
23% less repeat investments, than reductions
Existing positions increased: 576 | Existing positions reduced: 744
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Winslow Capital Management
Minneapolis,
Minnesota
|
+$362M |
| 2 |
Jennison Associates
New York
|
+$242M |
| 3 |
State Street
Boston,
Massachusetts
|
+$182M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$172M |
| 5 |
BlackRock
New York
|
+$158M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$379M |
| 2 |
Barclays
London,
United Kingdom
|
-$204M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$203M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$192M |
| 5 |
JP Morgan Chase
New York
|
-$185M |
BMY Hedge Fund Activity: Q3 2018 in Review
1,730 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q3 2018, worth a combined $74.8B — up 13% from $66.3B a quarter earlier.
Buyers outnumbered sellers: 107 funds opened new BMY positions and 53 closed out — a net gain of 54 holders — while 576 added to existing stakes and 744 trimmed.
The largest buyer was Winslow Capital Management, opening a new position worth an estimated $362M. The largest seller was Capital World Investors, cutting an estimated $379M.
- 1,730 institutional investors held Bristol-Myers Squibb (BMY) as of Q3 2018, up from 1,692 in Q2 2018.
- Funds reported $74.8B of Bristol-Myers Squibb stock for Q3 2018, up 13% quarter-over-quarter.
- 107 funds opened new Bristol-Myers Squibb positions in Q3 2018 and 53 closed out, a net change of +54 holders.
- The largest Bristol-Myers Squibb buyer in Q3 2018 was Winslow Capital Management, an estimated $362M added.
- The largest Bristol-Myers Squibb seller in Q3 2018 was Capital World Investors, an estimated $379M sold.
Based on aggregated 13F filings for Q3 2018.