Bristol-Myers Squibb
BMY
1,777 hedge funds and large institutions have $60.3B invested in Bristol-Myers Squibb in 2019 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 729 increasing their positions, 711 reducing their positions, and 135 closing their positions.
2.43% more ownership
Funds ownership: 79.06% → 81.49% (+2.4%)
3% more repeat investments, than reductions
Existing positions increased: 729 | Existing positions reduced: 711
2% less capital invested
Capital invested by funds: $61.5B → $60.3B (-$1.2B)
5% less first-time investments, than exits
New positions opened: 128 | Existing positions closed: 135
7% less call options, than puts
Call options by funds: $1.24B | Put options by funds: $1.33B
2% less funds holding
Funds holding: 1,813 → 1,777 (-36)
10% less funds holding in top 10
Funds holding in top 10: 42 → 38 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$560M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$443M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
+$435M |
| 4 |
BG
Baupost Group
Boston,
Massachusetts
|
+$419M |
| 5 |
Renaissance Technologies
New York
|
+$389M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$557M |
| 2 |
Jennison Associates
New York
|
-$543M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$248M |
| 4 |
Millennium Management
New York
|
-$211M |
| 5 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
-$163M |
BMY Hedge Fund Activity: Q2 2019 in Review
1,777 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q2 2019, worth a combined $60.3B — down 2% from $61.5B a quarter earlier.
Sellers outnumbered buyers: 135 funds closed out of BMY and 128 opened new positions — a net loss of 7 holders — while 711 trimmed existing stakes and 729 added.
The largest buyer was Fidelity Investments, adding an estimated $560M. The largest seller was Wellington Management Group, cutting an estimated $557M.
- 1,777 institutional investors held Bristol-Myers Squibb (BMY) as of Q2 2019, down from 1,813 in Q1 2019.
- Funds reported $60.3B of Bristol-Myers Squibb stock for Q2 2019, down 2% quarter-over-quarter.
- 128 funds opened new Bristol-Myers Squibb positions in Q2 2019 and 135 closed out, a net change of -7 holders.
- The largest Bristol-Myers Squibb buyer in Q2 2019 was Fidelity Investments, an estimated $560M added.
- The largest Bristol-Myers Squibb seller in Q2 2019 was Wellington Management Group, an estimated $557M sold.
Based on aggregated 13F filings for Q2 2019.