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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
MCM
476
Murphy Capital Management
New Jersey
$4.47M -$125K -2,297 -3%
PWLP
477
Prio Wealth Limited Partnership
Massachusetts
$4.45M +$218K +4,002 +5%
CPIM
478
Columbia Partners Investment Management
Virginia
$4.41M +$991K +18,208 +30%
WMSA
479
Weiss Multi-Strategy Advisers
New York
$4.4M +$202K +3,720 +5%
CIP
480
Convergence Investment Partners
Florida
$4.39M +$4.29M +78,795 New
CI
481
Cigna Investments
Connecticut
$4.34M +$501K +9,200 +13%
KFC
482
Klingenstein Fields & Co
New York
$4.33M +$325K +5,965 +8%
CG
483
Clinton Group
New York
$4.33M +$4.22M +77,616 New
SCA
484
Stonebridge Capital Advisors
Minnesota
$4.25M +$203K +3,739 +5%
MC
485
Moors & Cabot
Massachusetts
$4.25M +$176K +3,235 +4%
GIM
486
Goelzer Investment Management
Indiana
$4.24M +$32.6K +600 +0.8%
PWM
487
Patriot Wealth Management
Texas
$4.23M +$144K +2,642 +4%
HTC
488
Haverford Trust Company
Pennsylvania
$4.21M +$10.4K +191 +0.3%
FSA
489
Franklin Street Advisors
North Carolina
$4.16M -$1.46M -26,835 -26%
FAAS
490
First Allied Advisory Services
California
$4.14M +$325K +5,968 +9%
1SB
491
1ST Source Bank
Indiana
$4.14M +$19.2K +352 +0.5%
BFA
492
Bragg Financial Advisors
North Carolina
$4.1M -$220K -4,050 -5%
IAM
493
Integre Asset Management
New York
$4.04M -$218K -4,001 -5%
AP
494
AHL Partners
United Kingdom
$4.01M +$3.19M +58,706 +443%
SNT
495
Security National Trust
West Virginia
$4M -$35.9K -660 -0.9%
BCM
496
Birmingham Capital Management
Alabama
$3.96M
CCG
497
Cypress Capital Group
Florida
$3.92M -$381K -6,995 -9%
KCM
498
Kanawha Capital Management
Virginia
$3.91M +$8.38K +154 +0.2%
LCM
499
Lucas Capital Management
New Jersey
$3.88M +$664K +12,203 +21%
CA
500
Cetera Advisors
Colorado
$3.87M -$32.7K -601 -0.9%

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.