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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
KIA
476
KCM Investment Advisors
California
$8.01M -$526K -9,176 -7%
CCM
477
Cinctive Capital Management
New York
$8.01M +$7.15M +124,800 New
HEIP
478
Hudson Edge Investment Partners
New Jersey
$8M -$1.26M -21,951 -15%
Luther King Capital Management (LKCM)
479
Luther King Capital Management (LKCM)
Texas
$7.99M -$101K -1,757 -1%
MML Investors Services
480
MML Investors Services
Massachusetts
$7.97M +$1.58M +27,608 +29%
UR
481
USCA RIA
Texas
$7.94M +$911K +15,915 +15%
BHA
482
Beech Hill Advisors
New York
$7.93M -$70.2K -1,225 -1%
Thrivent Financial for Lutherans
483
Thrivent Financial for Lutherans
Minnesota
$7.92M +$2.12M +36,977 +43%
MC
484
Muhlenkamp & Co
Pennsylvania
$7.91M +$7.06M +123,223 New
WSTAM
485
Wilbanks Smith & Thomas Asset Management
Virginia
$7.89M +$336K +5,860 +5%
WA
486
WealthTrust Axiom
Pennsylvania
$7.88M -$139K -2,420 -2%
FBP
487
Flippin Bruce & Porter
Virginia
$7.86M -$31.5K -550 -0.4%
AAP
488
Aristotle Atlantic Partners
Florida
$7.82M +$6.97M +121,784 New
BB
489
Busey Bank
Illinois
$7.8M +$5.18M +90,384 +290%
KRS
490
Kentucky Retirement Systems
Kentucky
$7.74M +$2.11M +36,779 +44%
CIC
491
Canal Insurance Company
South Carolina
$7.7M -$2.86M -50,000 -29%
SCP
492
Steamboat Capital Partners
New York
$7.7M +$6.87M +119,990 New
SIG
493
Senator Investment Group
New York
$7.69M +$143M +2,500,000 New
SCA
494
Stonebridge Capital Advisors
Minnesota
$7.68M -$76.7K -1,339 -1%
MCM
495
McRae Capital Management
New Jersey
$7.64M +$6.41M +111,867 +1,576%
FA
496
Financial Advantage
Maryland
$7.62M +$2.59M +45,144 +61%
RJT
497
Raymond James Trust
Florida
$7.62M +$1.85M +32,289 +37%
RGI
498
River Global Investors
United Kingdom
$7.54M
BHTS
499
Bar Harbor Trust Services
Maine
$7.53M +$553K +9,664 +9%
TCM
500
Twin Capital Management
Pennsylvania
$7.52M -$1.64M -28,680 -20%

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.