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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
WT
676
Washington Trust
Rhode Island
$4.03M +$2.96M +51,604 +462%
H
677
HoyleCohen
California
$4.01M +$2.07M +36,181 +138%
ECM
678
Evergreen Capital Management
Washington
$4.01M +$1.32M +23,069 +59%
HFM
679
Hartford Financial Management
Connecticut
$3.98M +$6.24K +109 +0.2%
LDB
680
Lee, Danner & Bass
Tennessee
$3.97M +$981K +17,136 +38%
RMAM
681
Raab & Moskowitz Asset Management
New Jersey
$3.96M +$40.1K +701 +1%
AUB
682
Atlantic Union Bankshares
Virginia
$3.93M +$111K +1,936 +3%
BFG
683
Beacon Financial Group
Texas
$3.93M -$306K -5,340 -7%
PI
684
PEAK6 Investments
Illinois
$3.92M +$3.5M +61,040 New
BFIM
685
Beese Fulmer Investment Management
Ohio
$3.91M +$146K +2,543 +4%
EGM
686
Engineers Gate Manager
New York
$3.9M -$1.24M -21,597 -26%
LWCFA
687
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.9M +$1.73M +30,151 +99%
BBNA
688
Bremer Bank National Association
Minnesota
$3.89M +$1.02M +17,809 +42%
FWM
689
Frontier Wealth Management
Missouri
$3.87M +$1.91M +33,409 +125%
CIA
690
Choate Investment Advisors
Massachusetts
$3.86M +$1.07M +18,664 +45%
MF
691
Magnetar Financial
Illinois
$3.85M -$2.69M -46,899 -44%
AFG
692
American Financial Group
Ohio
$3.85M +$3.44M +60,000 New
GECH
693
Garnet Equity Capital Holdings
New York
$3.85M +$3.44M +60,000 New
AAM
694
AR Asset Management
California
$3.85M
BRA
695
Biechele Royce Advisors
Indiana
$3.84M -$66.7K -1,165 -2%
I
696
IberiaBank
Louisiana
$3.83M +$652K +11,393 +24%
FAM
697
Fred Alger Management
New York
$3.83M -$104K -1,811 -3%
DA
698
DCF Advisers
Connecticut
$3.82M +$3.41M +59,500 New
LCP
699
Legacy Capital Partners
Wisconsin
$3.81M +$892K +15,582 +36%
1SB
700
1ST Source Bank
Indiana
$3.8M +$41.3K +721 +1%

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.