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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
PP
601
Paloma Partners
Connecticut
$2.74M -$1.55M -28,400 -37%
AIL
602
AGF Investments LLC
Ontario, Canada
$2.74M +$161K +2,958 +6%
SFP
603
Shepherd Financial Partners
Massachusetts
$2.73M -$82K -1,506 -3%
HK
604
Horizon Kinetics
New York
$2.73M +$20.8K +383 +0.8%
MYAM
605
Meiji Yasuda Asset Management
Japan
$2.72M +$37K +680 +1%
DG
606
Davidson & Garrard
Virginia
$2.7M -$150K -2,757 -5%
CBOA
607
Commonwealth Bank of Australia
Australia
$2.69M +$1.68M +30,810 +176%
TNBTD
608
Trustmark National Bank Trust Department
Mississippi
$2.69M -$99.4K -1,826 -4%
PNC
609
Park National Corp
Ohio
$2.69M -$85.1K -1,564 -3%
SNB
610
Security National Bank
Nebraska
$2.69M +$107K +1,967 +4%
LNWWM
611
Laird Norton Wetherby Wealth Management
California
$2.69M +$5.01K +92 +0.2%
FFA
612
First Foundation Advisors
California
$2.69M +$50.2K +923 +2%
BFS
613
Bradley Foster & Sargent
Connecticut
$2.68M -$160K -2,946 -6%
SGAM
614
Steinberg Global Asset Management
Florida
$2.67M -$347K -6,375 -12%
TCM
615
Tradition Capital Management
New Jersey
$2.64M +$151K +2,780 +6%
III
616
Independent Investors Inc
New York
$2.63M -$76.2K -1,400 -3%
PPSG
617
Princeton Portfolio Strategies Group
New Jersey
$2.6M -$13.1K -240 -0.5%
Carson Wealth (CWM LLC)
618
Carson Wealth (CWM LLC)
Nebraska
$2.6M -$303K -5,576 -11%
BI
619
Boulegeris Investments
Georgia
$2.58M +$77.8K +1,430 +3%
CIA
620
Capital Investment Advisors
Georgia
$2.58M +$190K +3,500 +8%
LDB
621
Lee, Danner & Bass
Tennessee
$2.57M -$13.4K -246 -0.5%
GG
622
Gofen & Glossberg
Illinois
$2.55M -$52.8K -970 -2%
II
623
IFM Investors
Australia
$2.54M +$642K +11,796 +35%
QSS
624
Quantitative Systematic Strategies
Florida
$2.54M +$725K +13,323 +41%
MA
625
Marshwinds Advisory
Georgia
$2.53M +$72.1K +1,325 +3%

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.