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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
WHG
526
Westwood Holdings Group
Texas
$3.56M -$1.63M -29,960 -32%
RWA
527
Ropes Wealth Advisors
Massachusetts
$3.54M +$267K +4,906 +8%
Luther King Capital Management (LKCM)
528
Luther King Capital Management (LKCM)
Texas
$3.51M -$180K -3,301 -5%
DSC
529
Duncker Streett & Co
Missouri
$3.51M +$118K +2,177 +4%
BO
530
Bank OZK
Arkansas
$3.51M -$104K -1,919 -3%
MCM
531
McMillion Capital Management
North Carolina
$3.5M -$3.21K -59 -0.1%
N
532
Nuveen
North Carolina
$3.5M -$1.44M -26,533 -30%
IGIM
533
I.G. Investment Management
Manitoba, Canada
$3.48M
RT
534
Rockland Trust
Massachusetts
$3.48M +$674K +12,393 +25%
DHFB
535
Dixon Hubard Feinour & Brown
Virginia
$3.47M -$54.4K -1,000 -2%
YIA
536
YHB Investment Advisors
Connecticut
$3.45M +$228K +4,197 +7%
WS
537
Wedbush Securities
California
$3.45M -$318K -5,844 -9%
ICOA
538
Investment Centers of America
North Dakota
$3.45M -$930K -17,094 -22%
CCM
539
Covington Capital Management
California
$3.42M -$21.8K -400 -0.6%
SBIA
540
Sheaff Brock Investment Advisors
Indiana
$3.41M -$210K -3,862 -6%
FIM
541
Farmhouse Investment Management
California
$3.4M
OMCS
542
Old Mutual Customised Solutions
South Africa
$3.38M +$152K +2,800 +5%
AT
543
Arden Trust
Delaware
$3.37M -$129K -2,372 -4%
ELI
544
Empire Life Investments
Ontario, Canada
$3.37M
1GA
545
1st Global Advisors
Texas
$3.35M +$3.27M +60,139 New
AAM
546
AR Asset Management
California
$3.34M
CAM
547
Cypress Asset Management
Texas
$3.34M -$688K -12,638 -17%
PI
548
Pettee Investors
Connecticut
$3.33M
PCM
549
Parsons Capital Management
Rhode Island
$3.31M -$44.9K -825 -1%
GEM
550
Global Endowment Management
North Carolina
$3.29M +$3.22M +59,100 New

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.