We are live on ! Find out more
BMY icon

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
IA
626
Icon Advisers
Colorado
$2.52M -$3.8M -69,900 -61%
WSC
627
Wellington Shields & Co
New York
$2.52M +$70.7K +1,300 +3%
LBC
628
Lowe Brockenbrough & Co
Virginia
$2.52M -$28.9K -532 -1%
KRSITF
629
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.51M -$6.09K -112 -0.2%
IRF
630
IBM Retirement Fund
New York
$2.51M +$907K +16,675 +70%
CIA
631
Choate Investment Advisors
Massachusetts
$2.49M -$15.2K -280 -0.6%
CPA
632
Capital Planning Advisors
California
$2.49M -$195K -3,580 -7%
EOJOAM
633
E. Ohman J:or Asset Management
Sweden
$2.46M
OIM
634
Opus Investment Management
Massachusetts
$2.45M
BFO
635
Boston Family Office
Massachusetts
$2.45M -$118K -2,175 -5%
SFA
636
Staton Financial Advisors
North Carolina
$2.43M +$166K +3,055 +8%
MYLI
637
Meiji Yasuda Life Insurance
Japan
$2.4M +$80K +1,470 +4%
HWA
638
HCR Wealth Advisors
California
$2.39M -$8K -147 -0.3%
QC
639
Quadrature Capital
United Kingdom
$2.37M -$17.6M -323,867 -88%
FCMT
640
Founders Capital Management (Texas)
Texas
$2.36M +$185K +3,395 +9%
HCM
641
Howland Capital Management
Massachusetts
$2.36M -$1.63K -30 -0.1%
WPC
642
White Pine Capital
Minnesota
$2.36M -$47.6K -875 -2%
CAM
643
Capstone Asset Management
Texas
$2.35M -$94.4K -1,735 -4%
NEAM
644
New England Asset Management
Connecticut
$2.34M -$49K -900 -2%
BOC
645
Barbara Oil Co
Illinois
$2.34M
MMG
646
Monetary Management Group
Missouri
$2.34M -$5.44K -100 -0.2%
FNBTCON
647
First National Bank & Trust Co of Newtown
Pennsylvania
$2.33M -$50.6K -930 -2%
WSCM
648
Wellington Shields Capital Management
New York
$2.33M -$5.39K -99 -0.2%
DWA
649
Douglass Winthrop Advisors
New York
$2.32M -$348K -6,400 -13%
NP
650
NS Partners
United Kingdom
$2.32M -$3.41M -62,710 -60%

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.