Bristol-Myers Squibb
BMY
1,303 hedge funds and large institutions have $57.6B invested in Bristol-Myers Squibb in 2014 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 466 increasing their positions, 535 reducing their positions, and 84 closing their positions.
0.58% more ownership
Funds ownership: 70.98% → 71.56% (+0.58%)
2% less funds holding
Funds holding: 1,329 → 1,303 (-26)
6% less capital invested
Capital invested by funds: $61.1B → $57.6B (-$3.49B)
13% less repeat investments, than reductions
Existing positions increased: 466 | Existing positions reduced: 535
21% less first-time investments, than exits
New positions opened: 66 | Existing positions closed: 84
25% less call options, than puts
Call options by funds: $538M | Put options by funds: $720M
35% less funds holding in top 10
Funds holding in top 10: 57 → 37 (-20)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$1.52B |
| 2 |
Norges Bank
Oslo,
Norway
|
+$594M |
| 3 |
IC
Institutional Capital
Chicago,
Illinois
|
+$494M |
| 4 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$131M |
| 5 |
BG
BlackRock Group
London,
United Kingdom
|
+$111M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$613M |
| 2 |
PHS
PFM Health Sciences
San Francisco,
California
|
-$401M |
| 3 |
Jennison Associates
New York
|
-$263M |
| 4 |
TCIM
TIAA CREF Investment Management
New York
|
-$177M |
| 5 |
Westfield Capital Management
Boston,
Massachusetts
|
-$172M |
BMY Hedge Fund Activity: Q2 2014 in Review
1,303 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q2 2014, worth a combined $57.6B — down 5.7% from $61.1B a quarter earlier.
Sellers outnumbered buyers: 84 funds closed out of BMY and 66 opened new positions — a net loss of 18 holders — while 535 trimmed existing stakes and 466 added.
The largest buyer was Wellington Management Group, adding an estimated $1.52B. The largest seller was Fidelity Investments, cutting an estimated $613M.
- 1,303 institutional investors held Bristol-Myers Squibb (BMY) as of Q2 2014, down from 1,329 in Q1 2014.
- Funds reported $57.6B of Bristol-Myers Squibb stock for Q2 2014, down 5.7% quarter-over-quarter.
- 66 funds opened new Bristol-Myers Squibb positions in Q2 2014 and 84 closed out, a net change of -18 holders.
- The largest Bristol-Myers Squibb buyer in Q2 2014 was Wellington Management Group, an estimated $1.52B added.
- The largest Bristol-Myers Squibb seller in Q2 2014 was Fidelity Investments, an estimated $613M sold.
Based on aggregated 13F filings for Q2 2014.