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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
MC
326
Muhlenkamp & Co
Pennsylvania
$9.92M -$12.4K -227 -0.1%
Baillie Gifford & Co
327
Baillie Gifford & Co
United Kingdom
$9.9M
SI
328
Stephens Inc
Arkansas
$9.9M -$321K -5,904 -3%
Cambridge Investment Research Advisors
329
Cambridge Investment Research Advisors
Iowa
$9.77M +$403K +7,404 +4%
WIC
330
Willis Investment Counsel
Georgia
$9.69M +$1.59M +29,201 +20%
DCM
331
Decatur Capital Management
Georgia
$9.58M +$9.36M +171,925 New
GLRA
332
Gerald L. Ray & Associates
Texas
$9.56M +$138K +2,530 +1%
HCMNY
333
Howard Capital Management (New York)
New York
$9.54M +$151K +2,774 +2%
GAM
334
Griffin Asset Management
New York
$9.5M +$9.28M +170,569 New
SW
335
SVB Wealth
Massachusetts
$9.46M -$693K -12,734 -7%
TCM
336
Tufton Capital Management
Maryland
$9.46M +$1.76M +32,310 +24%
PSUF
337
People's United Financial
Connecticut
$9.4M +$1.48M +27,126 +19%
FCI
338
Financial Counselors Inc
Kansas
$9.37M +$2.69M +49,345 +42%
FTIOP
339
Fiduciary Trust International of Pennsylvania
Pennsylvania
$9.33M +$1.78M +32,649 +24%
SF
340
Synovus Financial
Georgia
$9.28M -$179K -3,285 -2%
SAM
341
Securian Asset Management
Minnesota
$9.26M -$113K -2,068 -1%
FFBTD
342
First Financial Bank - Trust Division
Ohio
$9.23M +$8.02M +147,414 +805%
CTC
343
Central Trust Company
Missouri
$9.14M -$988K -18,149 -10%
SC
344
Scotia Capital
Ontario, Canada
$8.96M +$493K +9,067 +6%
CAI
345
Capital Advisors Inc
Oklahoma
$8.96M -$2.88K -53 -0%
Capital International Investors
346
Capital International Investors
California
$8.94M +$54 +1 +0%
CFG
347
Citizens Financial Group
Rhode Island
$8.91M -$57.8K -1,063 -0.7%
AIM
348
Artemis Investment Management
United Kingdom
$8.8M +$8.6M +158,000 New
NMERB
349
New Mexico Educational Retirement Board
New Mexico
$8.71M -$898K -16,500 -10%
Daiwa Securities Group
350
Daiwa Securities Group
Japan
$8.61M -$4.98M -91,547 -37%

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.