We are live on ! Find out more
BMY icon

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
JIM
726
Jensen Investment Management
Oregon
$1.84M
NI
727
Numeric Investors
Massachusetts
$1.83M +$234K +4,300 +15%
SCM
728
Shelton Capital Management
Colorado
$1.83M +$49K +900 +3%
CAM
729
Cacti Asset Management
Georgia
$1.82M
FMBTD
730
First Midwest Bank Trust Division
Illinois
$1.82M -$166K -3,045 -9%
MSAM
731
Moloney Securities Asset Management
Missouri
$1.82M +$29.7K +545 +2%
NSIM
732
North Star Investment Management
Illinois
$1.82M +$68.6K +1,260 +4%
GP
733
Girard Partners
Pennsylvania
$1.81M -$164K -3,010 -8%
SPIA
734
Steward Partners Investment Advisory
New York
$1.81M +$686K +12,610 +63%
NDSI
735
Newman Dignan & Sheerar Inc
Rhode Island
$1.8M -$11.4K -209 -0.6%
KS
736
Karpas Strategies
Connecticut
$1.79M
SPC
737
Sigma Planning Corp
Michigan
$1.78M -$37.4K -688 -2%
MIM
738
Marco Investment Management
Georgia
$1.78M -$13.6K -250 -0.8%
CCM
739
CrestPoint Capital Management
Missouri
$1.78M +$544K +10,000 +46%
GWM
740
Geneos Wealth Management
Colorado
$1.77M +$76.7K +1,410 +5%
MJRIC
741
Mogy Joel R Investment Counsel
California
$1.77M -$21.9K -402 -1%
SLA
742
Silver Lake Advisory
Utah
$1.74M +$8.87K +163 +0.5%
MRCM
743
M&R Capital Management
New Jersey
$1.73M -$35.2K -647 -2%
BB
744
Bell Bank
North Dakota
$1.73M -$2.2M -40,513 -57%
SIAP
745
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.72M +$109 +2 +0%
BOH
746
Bank of Hawaii
Hawaii
$1.72M -$58.3K -1,072 -3%
Jane Street
747
Jane Street
New York
$1.69M -$542K -9,968 -25%
CCFCSB
748
Cape Cod Five Cents Savings Bank
Massachusetts
$1.69M -$57.7K -1,060 -3%
JSL
749
JT Stratford LLC
Georgia
$1.69M +$1M +18,437 +155%
KIC
750
Keating Investment Counselors
Florida
$1.68M

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.