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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
KRSITF
726
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.56M +$970K +16,934 +44%
HKAM
727
Horizon Kinetics Asset Management
New York
$3.55M +$401K +7,000 +14%
WAOTB
728
Wealth Advisors of Tampa Bay
Florida
$3.54M +$469K +8,194 +17%
MME
729
Meag Munich Ergo
Germany
$3.54M -$3.9M -68,111 -55%
OPA
730
Old Port Advisors
Maine
$3.54M +$26.2K +457 +0.8%
PTC
731
Philadelphia Trust Company
Pennsylvania
$3.54M +$734K +12,815 +30%
PS
732
Pensionfund Sabic
Netherlands
$3.53M +$458K +8,000 +17%
CRIG
733
Charter Research & Investment Group
Connecticut
$3.53M +$715K +12,477 +29%
CA
734
Corrado Advisors
New Jersey
$3.52M -$223K -3,890 -7%
DLCIG
735
D.L. Carlson Investment Group
New Hampshire
$3.51M -$1.37K -24 -0%
TCCM
736
Timber Creek Capital Management
Massachusetts
$3.5M +$90.8K +1,585 +3%
HAIM
737
Hunter Associates Investment Management
Pennsylvania
$3.49M +$2.06M +35,901 +194%
DAM
738
Delta Asset Management
Tennessee
$3.49M +$3.49K +61 +0.1%
BO
739
Bank OZK
Arkansas
$3.47M +$78.3K +1,367 +3%
MWM
740
Marietta Wealth Management
Georgia
$3.47M +$275K +4,800 +10%
CIC
741
Chase Investment Counsel
Virginia
$3.45M +$3.08M +53,705 New
DCM
742
Donaldson Capital Management
Indiana
$3.44M +$150K +2,616 +5%
LS
743
Livforsakringsbolaget Skandia
Sweden
$3.43M -$160K -2,800 -5%
NFC
744
Northeast Financial Consultants
Connecticut
$3.43M +$260K +4,534 +9%
BE
745
Bonness Enterprises
District of Columbia
$3.41M
AIM
746
ARK Investment Management
Florida
$3.41M -$15.3M -267,658 -83%
BFA
747
Bragg Financial Advisors
North Carolina
$3.4M -$3.15K -55 -0.1%
IIM
748
Intact Investment Management
Quebec, Canada
$3.39M +$195K +3,400 +7%
FL
749
Fort LP
Maryland
$3.38M +$1.76M +30,740 +141%
OIA
750
Optimum Investment Advisors
Illinois
$3.37M +$168K +2,925 +6%

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.