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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
CG
376
Colony Group
Massachusetts
$11.8M +$1.04M +18,192 +11%
NPF
377
Norris Perne & French
Michigan
$11.8M +$278K +4,854 +3%
Walleye Trading
378
Walleye Trading
New York
$11.7M +$10.5M +182,985 New
IMOV
379
Investment Management of Virginia
Virginia
$11.7M +$471K +8,221 +5%
SAM
380
Shell Asset Management
Netherlands
$11.7M +$2.07M +36,078 +25%
VW
381
Vantage Wealth
California
$11.6M +$115K +2,005 +1%
NMERB
382
New Mexico Educational Retirement Board
New Mexico
$11.6M +$3.12M +54,430 +43%
OAM
383
Origin Asset Management
United Kingdom
$11.6M +$10.3M +180,500 New
JPMIA
384
J.P. Marvel Investment Advisors
Massachusetts
$11.6M +$4.19M +73,118 +68%
HR
385
Howe & Rusling
New York
$11.5M -$4.4M -76,763 -30%
GG
386
Gofen & Glossberg
Illinois
$11.4M +$7.91M +138,128 +353%
CB
387
Community Bank
New York
$11.4M +$7.08M +123,645 +232%
JCM
388
Janney Capital Management
Pennsylvania
$11.3M +$8.8M +153,678 +668%
BF
389
BOK Financial
Oklahoma
$11.3M +$2.6M +45,462 +35%
NEI
390
Northwest & Ethical Investments
Ontario, Canada
$11.2M -$152K -2,649 -1%
CA
391
CapWealth Advisors
Tennessee
$11.2M -$155K -2,707 -2%
SBIA
392
Sheaff Brock Investment Advisors
Indiana
$11.1M +$8.29M +144,781 +506%
BAM
393
Belpointe Asset Management
Nevada
$11.1M +$649K +11,325 +7%
NRS
394
Neville Rodie & Shaw
New York
$11.1M +$5.43M +94,799 +121%
1IA
395
1834 Investment Advisors
Wisconsin
$11.1M -$1.19M -20,723 -11%
EIA
396
Edgemoor Investment Advisors
Maryland
$11M +$143K +2,493 +1%
PSUF
397
People's United Financial
Connecticut
$10.9M +$5.15M +89,896 +112%
Wolverine Trading
398
Wolverine Trading
Illinois
$10.8M -$1.39M -24,269 -13%
FCI
399
Financial Counselors Inc
Kansas
$10.8M +$797K +13,916 +9%
PP
400
PDT Partners
New York
$10.8M -$27.4M -478,197 -74%

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.