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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
BOTW
751
Bank of the West
California
$3.37M +$521K +9,095 +21%
NIA
752
Northstar Investment Advisors
Colorado
$3.36M -$81.6K -1,425 -3%
WAS
753
Wesleyan Assurance Society
United Kingdom
$3.36M
WCM
754
Windward Capital Management
California
$3.35M +$536K +9,356 +22%
MCM
755
Marathon Capital Management
Maryland
$3.34M +$1.78M +31,057 +148%
BAM
756
Blueshift Asset Management
New Jersey
$3.34M +$2.98M +52,025 New
IPW
757
Inlet Private Wealth
Florida
$3.33M +$1.26M +21,970 +73%
ECM
758
Everence Capital Management
Indiana
$3.33M +$656K +11,457 +28%
WSC
759
Wellington Shields & Co
New York
$3.33M +$2.97M +51,810 New
PFPT
760
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.31M +$118K +2,057 +4%
DF
761
Donoghue Forlines
Massachusetts
$3.3M -$2.14M -37,345 -42%
CAM
762
Cacti Asset Management
Georgia
$3.28M +$3.38M +59,000 +188%
CL
763
CSS LLC
Illinois
$3.27M +$2.92M +50,959 New
FQ
764
First Quadrant
California
$3.27M +$2.62M +45,825 +899%
FTI
765
Fiduciary Trust International
Massachusetts
$3.26M -$1.87M -32,579 -39%
BCM
766
Birmingham Capital Management
Alabama
$3.25M -$22.9K -400 -0.8%
MAFM
767
Mid Atlantic Financial Management
Pennsylvania
$3.25M +$593K +10,354 +26%
FMBTD
768
First Midwest Bank Trust Division
Illinois
$3.25M +$1.31M +22,848 +82%
CGH
769
Crossmark Global Holdings
Texas
$3.22M +$1.08M +18,862 +60%
CC
770
Courier Capital
New York
$3.21M -$86K -1,502 -3%
AAM
771
Augustine Asset Management
Florida
$3.2M +$2.21M +38,654 +343%
PHS
772
Pekin Hardy Strauss
Illinois
$3.19M +$58.4K +1,020 +2%
TG
773
TCW Group
California
$3.19M +$896K +15,643 +46%
ACP
774
Aviance Capital Partners
Florida
$3.18M +$887K +15,495 +45%
PP
775
Palladium Partners
Virginia
$3.18M -$401K -6,999 -12%

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.