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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
SI
651
SII Investments
Wisconsin
$2.32M -$114K -2,102 -5%
FCCM
652
First City Capital Management
Georgia
$2.31M
CC
653
Courier Capital
New York
$2.31M -$9.25K -170 -0.4%
CAM
654
Carret Asset Management
New York
$2.3M -$38.1K -700 -2%
MSFP
655
Mark Sheptoff Financial Planning
Connecticut
$2.3M +$147K +2,704 +7%
FDCDDQ
656
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.3M +$137K +2,524 +7%
BIMC
657
Benson Investment Management Company
Virginia
$2.3M +$25.8K +475 +1%
Mariner
658
Mariner
Kansas
$2.3M -$2.27M -41,728 -50%
WCM
659
Washington Capital Management
Washington
$2.29M
ACM
660
Aviance Capital Management
Florida
$2.29M +$702K +12,896 +46%
WPC
661
Waters Parkerson & Co
Louisiana
$2.27M -$2.72K -50 -0.1%
ARTA
662
A.R.T. Advisors
New York
$2.27M +$2.22M +40,790 New
AI
663
Atria Investments
North Carolina
$2.27M -$7.73K -142 -0.3%
RG
664
Rikoon Group
New Mexico
$2.26M +$109 +2 +0%
IHL
665
Investment House LLC
California
$2.25M +$24.8K +455 +1%
CHC
666
City Holding Co
West Virginia
$2.25M +$419K +7,705 +24%
BAM
667
Boyar Asset Management
New York
$2.24M -$45.5K -837 -2%
HIH
668
HRS Investment Holdings
New York
$2.23M
B
669
Barings
North Carolina
$2.22M -$2.22M -40,879 -51%
DCM
670
Dupont Capital Management
Delaware
$2.21M +$2.16M +39,645 New
BHWM
671
Bar Harbor Wealth Management
New Hampshire
$2.2M -$117K -2,151 -5%
CT
672
Cambridge Trust
Massachusetts
$2.19M -$69.4K -1,275 -3%
AGAM
673
Avalon Global Asset Management
California
$2.19M
TSWM
674
Triangle Securities Wealth Management
North Carolina
$2.19M +$10.3K +190 +0.5%
LWM
675
Lyell Wealth Management
California
$2.18M +$212K +3,895 +11%

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.