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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
TI
776
TT International
United Kingdom
$1.53M +$506K +9,299 +51%
NFG
777
Next Financial Group
Texas
$1.53M +$42.1K +774 +3%
HVIA
778
Hudson Valley Investment Advisors
New York
$1.52M -$213K -3,918 -13%
BDF
779
Balasa Dinverno & Foltz
$1.51M +$313K +5,756 +27%
ACM
780
Alethea Capital Management
Washington
$1.51M +$1.47M +27,038 New
NSEDCP
781
NJ State Employees Deferred Compensation Plan
New Jersey
$1.5M
CT
782
Coastline Trust
Rhode Island
$1.5M
AIA
783
AGF Investments America
Ontario, Canada
$1.5M +$52K +956 +4%
HPCM
784
High Pointe Capital Management
Illinois
$1.49M +$620K +11,390 +74%
FAB
785
First American Bank
Illinois
$1.49M -$111K -2,043 -7%
IC
786
Investment Counsel
Michigan
$1.48M -$122K -2,240 -8%
FP
787
FDO Partners
Massachusetts
$1.46M +$490K +9,003 +52%
ACP
788
Ashfield Capital Partners
California
$1.46M +$13.4K +247 +0.9%
NEI
789
Northwest & Ethical Investments
Ontario, Canada
$1.45M +$544K +10,000 +62%
CCT
790
Country Club Trust
Missouri
$1.45M -$28.3K -520 -2%
CCT
791
Capital City Trust
Florida
$1.44M -$5.39K -99 -0.4%
BCB
792
Brian C. Broderick
$1.43M -$27.8K -510 -2%
CG
793
Cutler Group
California
$1.43M -$3.9M -71,586 -74%
CNC
794
Citizens & Northern Corp
Pennsylvania
$1.43M +$68.6K +1,260 +5%
CC
795
Cannell & Co
New York
$1.43M
TG
796
TCW Group
California
$1.42M
ATC
797
Adirondack Trust Company
New York
$1.39M -$290K -5,336 -18%
Fayez Sarofim & Co
798
Fayez Sarofim & Co
Texas
$1.38M -$54.4K -999 -4%
RCAMU
799
Rothschild & Co Asset Management US
Connecticut
$1.37M +$37.5K +689 +3%
PFC
800
Poplar Forest Capital
California
$1.37M

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.