Bristol-Myers Squibb
BMY
1,523 hedge funds and large institutions have $63.3B invested in Bristol-Myers Squibb in 2016 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 663 increasing their positions, 548 reducing their positions, and 147 closing their positions.
21% more repeat investments, than reductions
Existing positions increased: 663 | Existing positions reduced: 548
3.14% less ownership
Funds ownership: 73.94% → 70.8% (-3.1%)
3% less funds holding
Funds holding: 1,577 → 1,523 (-54)
17% less call options, than puts
Call options by funds: $1.15B | Put options by funds: $1.38B
25% less first-time investments, than exits
New positions opened: 110 | Existing positions closed: 147
30% less capital invested
Capital invested by funds: $90.9B → $63.3B (-$27.6B)
55% less funds holding in top 10
Funds holding in top 10: 110 → 49 (-61)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$437M |
| 2 |
D.E. Shaw & Co
New York
|
+$386M |
| 3 |
Morgan Stanley
New York
|
+$368M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$318M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$286M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$1.74B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$641M |
| 3 |
Jennison Associates
New York
|
-$629M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
-$498M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$430M |
BMY Hedge Fund Activity: Q3 2016 in Review
1,523 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q3 2016, worth a combined $63.3B — down 30% from $90.9B a quarter earlier.
Sellers outnumbered buyers: 147 funds closed out of BMY and 110 opened new positions — a net loss of 37 holders — while 548 trimmed existing stakes and 663 added.
The largest buyer was Wellington Management Group, adding an estimated $437M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.74B.
- 1,523 institutional investors held Bristol-Myers Squibb (BMY) as of Q3 2016, down from 1,577 in Q2 2016.
- Funds reported $63.3B of Bristol-Myers Squibb stock for Q3 2016, down 30% quarter-over-quarter.
- 110 funds opened new Bristol-Myers Squibb positions in Q3 2016 and 147 closed out, a net change of -37 holders.
- The largest Bristol-Myers Squibb buyer in Q3 2016 was Wellington Management Group, an estimated $437M added.
- The largest Bristol-Myers Squibb seller in Q3 2016 was T. Rowe Price Associates, an estimated $1.74B sold.
Based on aggregated 13F filings for Q3 2016.