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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
PI
551
PFS Investments
Georgia
$6.42M +$1.4M +24,389 +32%
Grantham, Mayo, Van Otterloo & Co (GMO)
552
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$6.39M -$955K -16,672 -14%
JWBC
553
J.W. Burns & Co
New York
$6.38M +$2.02M +35,248 +55%
SWM
554
Stockman Wealth Management
Montana
$6.37M -$184K -3,206 -3%
Wealthfront Advisers
555
Wealthfront Advisers
California
$6.31M +$3.05M +53,321 +118%
PI
556
Parkside Investments
Illinois
$6.31M +$113K +1,975 +2%
GJIC
557
Gamble Jones Investment Counsel
California
$6.27M -$65.6K -1,146 -1%
HI
558
Horizon Investments
North Carolina
$6.16M -$465K -8,124 -8%
Balyasny Asset Management
559
Balyasny Asset Management
Illinois
$6.13M +$5.47M +95,555 New
CIA
560
Capital Investment Advisors
Georgia
$6.13M -$109K -1,897 -2%
CK
561
Cohen Klingenstein
New York
$6.11M +$2.87M +50,116 +111%
HAI
562
Hennessy Advisors Inc
California
$6.09M -$252K -4,400 -4%
GAAM
563
Guinness Atkinson Asset Management
California
$6.08M +$5.42M +94,700 New
PCM
564
Palouse Capital Management
Washington
$6.07M -$343K -5,984 -6%
YIA
565
YHB Investment Advisors
Connecticut
$6.06M +$2.15M +37,487 +66%
CM
566
Churchill Management
California
$6.05M +$5.4M +94,263 New
FIB
567
First Interstate Bank
Montana
$6.04M -$132K -2,297 -2%
RIL
568
Rothschild Investment LLC
Illinois
$6.02M +$1.09M +18,979 +25%
JC
569
Jacobs & Co
California
$6.01M +$1.47M +25,637 +38%
GCM
570
Gibraltar Capital Management
Oklahoma
$5.88M +$639K +11,156 +14%
RIA
571
RPG Investment Advisory
California
$5.88M -$3.94M -68,851 -43%
SC
572
Searle & Co
Connecticut
$5.88M
EAM
573
Eagle Asset Management
Florida
$5.88M +$5.24M +91,564 New
NMIMC
574
Northwestern Mutual Investment Management Company
Wisconsin
$5.84M +$1.65M +28,767 +46%
MCM
575
MAI Capital Management
Ohio
$5.78M +$1.58M +27,512 +44%

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.