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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
Wolverine Trading
701
Wolverine Trading
Illinois
$1.98M -$2.91M -53,459 -60%
TWA
702
TCI Wealth Advisors
Arizona
$1.98M -$41K -754 -2%
NB
703
Nicolet Bankshares
Wisconsin
$1.97M -$32.1K -589 -3%
CNAM
704
Campbell Newman Asset Management
Wisconsin
$1.97M
SAM
705
Sawgrass Asset Management
Florida
$1.95M -$87.9K -1,615 -4%
QT
706
Quantbot Technologies
New York
$1.94M -$642K -11,804 -25%
FA
707
FDx Advisors
Illinois
$1.94M +$795K +14,609 +72%
ECM
708
Everence Capital Management
Indiana
$1.93M
AP
709
Advisor Partners
California
$1.93M +$103K +1,891 +6%
SBWM
710
Sunflower Bank Wealth Management
Arizona
$1.93M -$2.72K -50 -0.1%
Hudson Bay Capital Management
711
Hudson Bay Capital Management
Connecticut
$1.92M -$15.7M -288,922 -89%
TA
712
Tiedemann Advisors
New York
$1.92M +$311K +5,717 +20%
HDIM
713
Hanson & Doremus Investment Management
Vermont
$1.91M +$68K +1,250 +4%
BSPF
714
British Steel Pension Fund
United Kingdom
$1.91M
AIM
715
Achmea Investment Management
Netherlands
$1.9M -$4.49M -82,479 -71%
AF
716
Arrow Financial
New York
$1.9M -$861K -15,828 -32%
FG
717
Fiduciary Group
Georgia
$1.9M -$47.6K -874 -2%
MSR
718
Main Street Research
Connecticut
$1.89M -$38.1K -700 -2%
PRHC
719
P.R. Herzig & Co
New York
$1.88M +$70.8K +1,301 +4%
WPP
720
Whalerock Point Partners
Rhode Island
$1.87M -$160K -2,942 -8%
BEAM
721
Baker Ellis Asset Management
Washington
$1.86M +$2.07K +38 +0.1%
BA
722
Bennicas & Associates
California
$1.86M -$8.16K -150 -0.4%
DWT
723
Dorsey & Whitney Trust
South Dakota
$1.85M -$60.9K -1,120 -3%
SLT
724
St Louis Trust
Missouri
$1.84M
NHC
725
Nicholas Hoffman & Company
Georgia
$1.84M -$59.9K -1,100 -3%

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.