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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
UB
351
UMB Bank
Missouri
$8.42M -$9.36M -171,942 -53%
ABC
352
Associated Banc-Corp
Wisconsin
$8.4M -$242K -4,449 -3%
WAM
353
World Asset Management
Michigan
$8.37M -$1.62M -29,736 -17%
CIBC Asset Management
354
CIBC Asset Management
Ontario, Canada
$8.35M +$34.5K +634 +0.4%
WSFS
355
Wilmington Savings Fund Society
Delaware
$8.31M -$16.4K -301 -0.2%
JWBC
356
J.W. Burns & Co
New York
$8.26M -$68K -1,250 -0.8%
Victory Capital Management
357
Victory Capital Management
Texas
$8.17M +$2.77M +50,992 +53%
GLA
358
Great Lakes Advisors
Illinois
$8.16M +$2.06M +37,804 +35%
PP
359
Patten & Patten
Tennessee
$8.09M +$690K +12,679 +10%
FFSOTS
360
Fiduciary Financial Services of The Southwest
Texas
$8.03M +$15.4K +283 +0.2%
CIC
361
Cutler Investment Counsel
Oregon
$7.99M +$107K +1,960 +1%
PDM
362
Penn Davis McFarland
Texas
$7.84M +$60.4K +1,110 +0.8%
1IA
363
1834 Investment Advisors
Wisconsin
$7.68M +$310K +5,699 +4%
GIP
364
Granite Investment Partners
California
$7.61M -$650K -11,950 -8%
Mirae Asset Global Investments
365
Mirae Asset Global Investments
South Korea
$7.6M +$462K +8,482 +7%
JGUA
366
John G. Ullman & Associates
New York
$7.46M -$92.7K -1,703 -1%
SMDAM
367
Sumitomo Mitsui DS Asset Management
Japan
$7.43M -$287K -5,274 -4%
CA
368
Cullinan Associates
Kentucky
$7.37M -$122K -2,250 -2%
SIM
369
Sentry Investment Management
Wisconsin
$7.36M +$72.2K +1,326 +1%
MCM
370
MAI Capital Management
Ohio
$7.34M +$492K +9,035 +7%
BA
371
Bridgewater Associates
Connecticut
$7.3M +$1.87M +34,394 +36%
WT
372
Whittier Trust
California
$7.27M -$142K -2,601 -2%
PWPCM
373
Perella Weinberg Partners Capital Management
New York
$7.2M +$4.86M +89,311 +223%
AG
374
Advisor Group
Arizona
$7.18M +$148K +2,719 +2%
WA
375
WealthTrust Axiom
Pennsylvania
$7.18M +$11.2K +206 +0.2%

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.