Bristol-Myers Squibb
BMY
1,576 hedge funds and large institutions have $90.9B invested in Bristol-Myers Squibb in 2016 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 576 increasing their positions, 640 reducing their positions, and 43 closing their positions.
165% more first-time investments, than exits
New positions opened: 114 | Existing positions closed: 43
39% more funds holding in top 10
Funds holding in top 10: 79 → 110 (+31)
21% more call options, than puts
Call options by funds: $785M | Put options by funds: $647M
16% more capital invested
Capital invested by funds: $78B → $90.9B (+$12.9B)
3% more funds holding
Funds holding: 1,523 → 1,576 (+53)
1.35% less ownership
Funds ownership: 75.29% → 73.94% (-1.4%)
10% less repeat investments, than reductions
Existing positions increased: 576 | Existing positions reduced: 640
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$495M |
| 2 |
JP Morgan Chase
New York
|
+$397M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$254M |
| 4 |
SGA
Sustainable Growth Advisers
Stamford,
Connecticut
|
+$94.3M |
| 5 |
JFL
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
+$94.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
-$1.81B |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$517M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$376M |
| 4 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$209M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$209M |
BMY Hedge Fund Activity: Q2 2016 in Review
1,576 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q2 2016, worth a combined $90.9B — up 16% from $78B a quarter earlier.
Buyers outnumbered sellers: 114 funds opened new BMY positions and 43 closed out — a net gain of 71 holders — while 576 added to existing stakes and 640 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $495M. The largest seller was Royal London Asset Management, cutting an estimated $1.81B.
- 1,576 institutional investors held Bristol-Myers Squibb (BMY) as of Q2 2016, up from 1,523 in Q1 2016.
- Funds reported $90.9B of Bristol-Myers Squibb stock for Q2 2016, up 16% quarter-over-quarter.
- 114 funds opened new Bristol-Myers Squibb positions in Q2 2016 and 43 closed out, a net change of +71 holders.
- The largest Bristol-Myers Squibb buyer in Q2 2016 was T. Rowe Price Associates, an estimated $495M added.
- The largest Bristol-Myers Squibb seller in Q2 2016 was Royal London Asset Management, an estimated $1.81B sold.
Based on aggregated 13F filings for Q2 2016.