We are live on ! Find out more
BMY icon

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
Caisse de Depot et Placement du Quebec (CDPQ)
326
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$16.4M +$3.98M +69,460 +37%
AG
327
Advisor Group
Arizona
$16.3M +$2.18M +38,046 +18%
FP
328
Foundry Partners
Minnesota
$16.2M +$14.5M +253,012 New
Mirae Asset Global Investments
329
Mirae Asset Global Investments
South Korea
$16.2M +$1.29M +22,570 +10%
WorldQuant Millennium Advisors
330
WorldQuant Millennium Advisors
New York
$16.1M -$28.2M -491,937 -66%
SM
331
Selkirk Management
New Jersey
$15.9M +$14.2M +248,250 New
Rockefeller Capital Management
332
Rockefeller Capital Management
New York
$15.8M +$3.38M +58,990 +31%
IMC Chicago
333
IMC Chicago
Illinois
$15.8M +$14.1M +245,836 New
FA
334
FCG Advisors
New Jersey
$15.7M +$13.7M +238,941 +3,931%
SF
335
Synovus Financial
Georgia
$15.5M +$1.21M +21,158 +10%
II
336
IFM Investors
Australia
$15.5M +$3.7M +64,607 +37%
AL
337
Arnhold LLC
New York
$15.3M -$6.14M -107,174 -31%
CIP
338
Chartwell Investment Partners
Pennsylvania
$15.2M +$13.5M +236,521 New
AIM
339
Achmea Investment Management
Netherlands
$15.2M +$6.52M +113,897 +93%
SAM
340
Securian Asset Management
Minnesota
$15.2M +$3.84M +66,981 +40%
FSA
341
Franklin Street Advisors
North Carolina
$15M -$379K -6,619 -3%
TRSOTSOK
342
Teachers Retirement System of the State of Kentucky
Kentucky
$15M +$4.04M +70,500 +43%
BAPIM
343
British Airways Pensions Investment Management
United Kingdom
$14.9M +$13.3M +232,551 New
GIM
344
Goelzer Investment Management
Indiana
$14.6M -$76.3K -1,332 -0.6%
CTC
345
Central Trust Company
Missouri
$14.5M +$4.52M +78,958 +54%
SYBT
346
Stock Yards Bank & Trust
Kentucky
$14.5M +$247K +4,315 +2%
CFB
347
Cullen/Frost Bankers
Texas
$14.3M +$7.08M +123,552 +124%
MPI
348
Mairs & Power Inc
Minnesota
$14.3M -$385K -6,725 -3%
IG
349
ING Group
Netherlands
$14.2M +$4.69M +81,870 +59%
CIBC Asset Management
350
CIBC Asset Management
Ontario, Canada
$14.2M +$3.81M +66,526 +43%

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.