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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
TSW
626
Thompson Siegel & Walmsley
Virginia
$4.86M +$3.37M +58,831 +349%
HWM
627
Holloway Wealth Management
Florida
$4.83M
CTA
628
Carillon Tower Advisers
Florida
$4.81M +$4.3M +75,000 New
LD
629
Lipe & Dalton
New York
$4.78M +$211K +3,676 +5%
Edgewood Management
630
Edgewood Management
Connecticut
$4.75M +$4.24M +73,999 New
KCM
631
Kanawha Capital Management
Virginia
$4.72M +$303K +5,295 +8%
KFC
632
Klingenstein Fields & Co
New York
$4.69M -$226K -3,948 -5%
LOAMS
633
Lombard Odier Asset Management (Switzerland)
Switzerland
$4.69M +$1.62M +28,367 +64%
AP
634
Advisor Partners
California
$4.69M +$1.86M +32,507 +86%
ECM
635
ETrade Capital Management
Virginia
$4.58M +$384K +6,697 +10%
DA
636
DSC Advisors
Illinois
$4.57M +$4.02M +70,156 +6,478%
FF
637
Fluent Financial
Texas
$4.56M +$4.07M +71,018 New
SIC
638
Sigma Investment Counselors
Michigan
$4.55M +$1.23M +21,467 +43%
AAMA
639
Advanced Asset Management Advisors
Ohio
$4.54M
IAN
640
Integrated Advisors Network
Texas
$4.51M +$4.02M +70,237 New
OCM
641
Oakwood Capital Management
California
$4.5M +$4.02M +70,154 New
TNBTD
642
Trustmark National Bank Trust Department
Mississippi
$4.5M +$265K +4,620 +7%
AF
643
Advisornet Financial
Minnesota
$4.48M +$85.4K +1,492 +2%
Rafferty Asset Management
644
Rafferty Asset Management
New York
$4.47M -$26.6K -464 -0.7%
BRWA
645
B. Riley Wealth Advisors
Florida
$4.46M +$1.71M +29,865 +74%
PCA
646
Personal Capital Advisors
California
$4.44M +$801K +13,984 +25%
MYAM
647
Meiji Yasuda Asset Management
Japan
$4.43M +$719K +12,556 +22%
SLI
648
Sumitomo Life Insurance
Japan
$4.43M +$1.4M +24,448 +55%
EH
649
Equitable Holdings
New York
$4.41M +$3.94M +68,710 New
TNB
650
Thomasville National Bank
Georgia
$4.4M +$2.85M +49,761 +264%

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.