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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
KB
551
Kimelman & Baird
New York
$3.27M -$490K -9,000 -13%
AIM
552
Assured Investment Management
New York
$3.27M +$895K +16,439 +39%
MERSOM
553
Municipal Employees' Retirement System of Michigan
Michigan
$3.27M -$2.21M -40,560 -41%
OWD
554
Osborn Williams & Donohoe
Ohio
$3.25M -$72.9K -1,340 -2%
AW
555
ACG Wealth
Georgia
$3.25M -$44.9K -826 -1%
CA
556
Clearstead Advisors
Ohio
$3.25M +$258K +4,748 +9%
CB
557
Chemical Bank
Michigan
$3.24M -$49K -900 -2%
BFIM
558
Beese Fulmer Investment Management
Ohio
$3.24M +$82K +1,507 +3%
LCM
559
Laurion Capital Management
New York
$3.23M -$8.37M -153,739 -73%
TCMG
560
TSP Capital Management Group
New Jersey
$3.22M
AMCA
561
Arthur M. Cohen & Associates
Illinois
$3.22M -$1.44M -26,437 -32%
RWP
562
RWA Wealth Partners
Massachusetts
$3.2M +$396K +7,274 +15%
OIA
563
Optimum Investment Advisors
Illinois
$3.18M -$84.3K -1,550 -3%
CNBT
564
Canandaigua National Bank & Trust
New York
$3.18M -$102K -1,873 -3%
LJAC
565
L.J. Altfest & Co
New York
$3.17M +$369K +6,772 +14%
FMW
566
Farr Miller & Washington
District of Columbia
$3.16M -$40.3K -740 -1%
CSS
567
Cubist Systematic Strategies
Connecticut
$3.15M -$1.1M -20,185 -26%
CA
568
Cornerstone Advisors
North Carolina
$3.12M
SLI
569
Sumitomo Life Insurance
Japan
$3.12M +$129K +2,375 +4%
HWM
570
Holloway Wealth Management
Florida
$3.08M
SYBT
571
Stock Yards Bank & Trust
Kentucky
$3.08M -$67.1K -1,233 -2%
AF
572
Ally Financial
Michigan
$3.06M
SCA
573
Secor Capital Advisors
New York
$3.06M +$2.99M +54,889 New
SC
574
SouthState Corp
Florida
$3.05M -$211K -3,874 -7%
HA
575
Hamel Associates
New Jersey
$3.05M -$19K -349 -0.6%

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.