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Bristol-Myers Squibb

2,218 hedge funds and large institutions have $113B invested in Bristol-Myers Squibb in 2019 Q4 according to their latest regulatory filings, with 492 funds opening new positions, 1,219 increasing their positions, 390 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

763% more first-time investments, than exits

New positions opened: 492 | Existing positions closed: 57

213% more repeat investments, than reductions

Existing positions increased: 1,219 | Existing positions reduced: 390

121% more funds holding in top 10

Funds holding in top 10: 48106 (+58)

63% more capital invested

Capital invested by funds: $69.6B → $113B (+$43.5B)

22% more funds holding

Funds holding: 1,8142,218 (+404)

8.53% less ownership

Funds ownership: 83.94%75.42% (-8.5%)

62% less call options, than puts

Call options by funds: $1.84B | Put options by funds: $4.81B

Holders
2,218
Holders Change
+404
Holders Change %
+22.27%
% of All Funds
43.7%
Holding in Top 10
106
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+120.83%
% of All Funds
2.09%
New
492
Increased
1,219
Reduced
390
Closed
57
Calls
$1.84B
Puts
$4.81B
Net Calls
-$2.97B
Net Calls Change
-$2.93B
Name Holding Trade Value Shares
Change
Change in
Stake
TF
276
TIAA FSB
Florida
$23.5M +$6.56M +114,574 +46%
OC
277
Oppenheimer & Co
New York
$23.4M +$3.61M +62,958 +21%
XK
278
Xact Kapitalforvaltning
Sweden
$23.1M +$515K +8,988 +3%
AIA
279
Avalon Investment & Advisory
Texas
$23.1M -$274K -4,792 -1%
CIBC World Market
280
CIBC World Market
Ontario, Canada
$23.1M +$7.75M +135,297 +60%
B
281
BP
United Kingdom
$23M +$11.1M +193,000 +117%
SSG
282
Summit Securities Group
New York
$22.6M +$15.9M +278,433 +376%
MAM
283
Martingale Asset Management
Massachusetts
$22.4M -$1.29M -22,546 -6%
PAG
284
Private Advisor Group
New Jersey
$22.2M +$8.98M +156,869 +83%
C
285
Chescapmanager
Maryland
$21.9M +$19.5M +340,852 New
RPAM
286
Rhenman & Partners Asset Management
Sweden
$21.8M -$4.3M -75,000 -18%
IMPI
287
Ilmarinen Mutual Pension Insurance
Finland
$21.8M +$4.93M +86,000 +34%
MLL
288
Moody Lynn & Lieberson
Massachusetts
$21.7M +$8.61M +150,379 +80%
MSA
289
Mason Street Advisors
Wisconsin
$21.5M +$5.81M +101,417 +44%
KA
290
KLCM Advisors
Wisconsin
$21.4M -$237K -4,140 -1%
ACM
291
Argent Capital Management
Missouri
$21.4M +$85.3K +1,490 +0.4%
PIA
292
Piedmont Investment Advisors
North Carolina
$21.2M +$3.22M +56,258 +21%
Creative Planning
293
Creative Planning
Kansas
$20.8M +$2.36M +41,139 +15%
JG
294
Jefferies Group
New York
$20.7M +$11M +192,382 +147%
DS
295
Dudley & Shanley
Florida
$20.7M +$18.5M +322,875 New
CIBC Private Wealth Group
296
CIBC Private Wealth Group
Georgia
$20.4M +$5.96M +104,109 +49%
HNB
297
Huntington National Bank
Ohio
$20.4M +$171K +2,993 +1%
LTFS
298
Ladenburg Thalmann Financial Services
Florida
$20.2M +$3.82M +66,641 +27%
BSA
299
Braun Stacey Associates
New York
$20M +$17.9M +311,745 New
WIA
300
Wealthstreet Investment Advisors
Texas
$20M +$8.44M +147,364 +90%

BMY Hedge Fund Activity: Q4 2019 in Review

2,218 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q4 2019, worth a combined $113B — up 63% from $69.6B a quarter earlier.

Buyers outnumbered sellers: 492 funds opened new BMY positions and 57 closed out — a net gain of 435 holders — while 1,219 added to existing stakes and 390 trimmed.

The largest buyer was Vanguard Group, adding an estimated $3.46B. The largest seller was Wellington Management Group, cutting an estimated $1.5B.

  • 2,218 institutional investors held Bristol-Myers Squibb (BMY) as of Q4 2019, up from 1,814 in Q3 2019.
  • Funds reported $113B of Bristol-Myers Squibb stock for Q4 2019, up 63% quarter-over-quarter.
  • 492 funds opened new Bristol-Myers Squibb positions in Q4 2019 and 57 closed out, a net change of +435 holders.
  • The largest Bristol-Myers Squibb buyer in Q4 2019 was Vanguard Group, an estimated $3.46B added.
  • The largest Bristol-Myers Squibb seller in Q4 2019 was Wellington Management Group, an estimated $1.5B sold.

Based on aggregated 13F filings for Q4 2019.