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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
SFWA
576
Summit Financial Wealth Advisors
Louisiana
$3.05M -$92.8K -1,705 -3%
ST
577
Spinnaker Trust
Maine
$3.03M +$32.5K +598 +1%
LTI
578
Laffer Tengler Investments
Tennessee
$3.02M
BE
579
Bonness Enterprises
District of Columbia
$3.01M
BKA
580
Brick & Kyle Associates
Pennsylvania
$3M -$180K -3,316 -6%
MCP
581
Mirador Capital Partners
California
$2.99M -$139K -2,559 -5%
RMAM
582
Raab & Moskowitz Asset Management
New Jersey
$2.98M +$100K +1,841 +4%
AT
583
Argent Trust
Texas
$2.97M -$62.3K -1,144 -2%
ISB
584
Iowa State Bank
Iowa
$2.97M +$91.1K +1,675 +3%
NIA
585
Northstar Investment Advisors
Colorado
$2.92M +$44.9K +826 +2%
MM
586
Meridian Management
Arkansas
$2.89M +$1.36K +25 +0%
AIM
587
Advantage Investment Management
Iowa
$2.88M +$87.1K +1,601 +3%
OTPPB
588
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.88M +$635K +11,666 +29%
ACPU
589
Arrowgrass Capital Partners (US)
Delaware
$2.87M -$910K -16,723 -24%
SIC
590
Sigma Investment Counselors
Michigan
$2.86M +$3.75K +69 +0.1%
DZ Bank
591
DZ Bank
Germany
$2.86M +$1.68M +30,852 +151%
RG
592
Rathbones Group
United Kingdom
$2.85M -$223K -4,089 -7%
SBH
593
Segall Bryant & Hamill
Illinois
$2.84M -$33.7K -619 -1%
CIC
594
Carnegie Investment Counsel
Ohio
$2.84M +$551K +10,127 +25%
MCM
595
Mengis Capital Management
Oregon
$2.83M +$54.5K +1,002 +2%
WIA
596
Westbourne Investment Advisors
Maryland
$2.82M +$1.36K +25 +0%
SC
597
Stralem & Co
New York
$2.81M +$288K +5,300 +12%
CCM
598
Catawba Capital Management
Virginia
$2.79M -$143K -2,636 -5%
RSCM
599
Rock Springs Capital Management
Maryland
$2.79M -$21.9M -402,600 -89%
TCA
600
Taconic Capital Advisors
New York
$2.79M

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.