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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
GIM
676
Guardian Investment Management
California
$2.18M -$95.2K -1,750 -4%
PFPT
677
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.17M +$900K +16,536 +73%
CAM
678
Cubic Asset Management
Massachusetts
$2.17M +$57.1K +1,050 +3%
BUB
679
BBVA USA Bancshares
Texas
$2.16M -$491K -9,026 -19%
FUBT
680
First United Bank & Trust
Maryland
$2.15M -$14.9K -274 -0.7%
OCM
681
One Capital Management
California
$2.15M +$841K +15,453 +67%
AIMCA
682
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.13M +$2.08M +38,300 New
Pacer Advisors
683
Pacer Advisors
Pennsylvania
$2.11M +$122K +2,250 +6%
SA
684
Strategic Advisors
New York
$2.11M -$269K -4,948 -12%
CIA
685
Covington Investment Advisors
Pennsylvania
$2.1M -$5.44K -100 -0.3%
NC
686
Northpointe Capital
Michigan
$2.1M +$2.05M +37,626 New
TCOT
687
Trust Company of Toledo
Ohio
$2.1M +$276K +5,077 +16%
JWM
688
Jacobus Wealth Management
Wisconsin
$2.08M -$194K -3,561 -9%
CC
689
ClearArc Capital
Ohio
$2.08M -$27.5K -505 -1%
PHS
690
Pekin Hardy Strauss
Illinois
$2.08M -$87.1K -1,600 -4%
NAM
691
NTV Asset Management
West Virginia
$2.05M +$43.5K +800 +2%
CCM
692
Compton Capital Management
Rhode Island
$2.05M -$5.44K -100 -0.3%
FWM
693
Frontier Wealth Management
Missouri
$2.04M -$15.5K -284 -0.8%
RCM
694
Radnor Capital Management
Pennsylvania
$2.04M
ECM
695
ETrade Capital Management
Virginia
$2.04M +$710K +13,056 +56%
PFSC
696
Peoples Financial Services Corp
Pennsylvania
$2.02M +$16.3K +300 +0.8%
GIA
697
Guyasuta Investment Advisors
Pennsylvania
$2.01M +$504K +9,265 +35%
CB
698
Community Bank
New York
$2M +$51.3K +943 +3%
LWCFA
699
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.99M
CBB
700
Citizens Business Bank
California
$1.98M -$23.2K -426 -1%

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.