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Bristol-Myers Squibb
BMY

1,179 hedge funds and large institutions have $49.8B invested in Bristol-Myers Squibb in 2013 Q2 according to their latest regulatory filings, with 1,179 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

68.53% more ownership

Funds ownership: 0% → 68.53% (+69%)

1% more call options, than puts

Call options by funds: $519M | Put options by funds: $516M

Holders
1,179
Holders Change
+1,179
Holders Change %
–
% of All Funds
38.47%
Holding in Top 10
49
Holding in Top 10 Change
+49
Holding in Top 10 Change %
% of All Funds
1.6%
New
1,179
Increased
–
Reduced
–
Closed
–
Calls
$519M
Puts
$516M
Net Calls
+$2.99M
Net Calls Change
+$2.99M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Fayez Sarofim & Co
801
Fayez Sarofim & Co
Texas
$735K +$714K +16,455 New
VFS
802
VSR Financial Services
Kansas
$733K +$712K +16,411 New
SAM
803
Solaris Asset Management
New York
$715K +$695K +16,000 New
AIM
804
Aspen Investment Management
Michigan
$713K +$692K +15,944 New
TSWM
805
Triangle Securities Wealth Management
North Carolina
$713K +$693K +15,959 New
WA
806
WBH Advisory
Maryland
$710K +$691K +15,907 New
IC
807
Inverness Counsel
New York
$706K +$686K +15,795 New
GT
808
Greenleaf Trust
Michigan
$702K +$682K +15,702 New
DLCIG
809
D.L. Carlson Investment Group
New Hampshire
$701K +$681K +15,696 New
MCM
810
Manchester Capital Management
Vermont
$699K +$679K +15,644 New
JMFC
811
J.M. Forbes & Co
Massachusetts
$694K +$674K +15,523 New
HC
812
Hourglass Capital
Texas
$693K +$673K +15,500 New
NAM
813
Needelman Asset Management
California
$690K +$670K +15,430 New
BOS
814
Bank of Stockton
California
$688K +$669K +15,401 New
BHBT
815
Burke & Herbert Bank & Trust
Virginia
$687K +$668K +15,381 New
TYCC
816
Texas Yale Capital Corp
Florida
$684K +$664K +15,300 New
CCM
817
Carderock Capital Management
Maryland
$673K +$653K +15,050 New
CCM
818
Cohen Capital Management
California
$670K +$651K +15,000 New
CA
819
Cornerstone Advisors
North Carolina
$670K +$651K +15,000 New
TT
820
Tiedemann Trust
Delaware
$670K +$651K +15,000 New
FMC
821
First Merchants Corp
Indiana
$669K +$650K +14,970 New
LPT
822
Legacy Private Trust
Wisconsin
$666K +$647K +14,895 New
PWM
823
ParenteBeard Wealth Management
Pennsylvania
$665K +$646K +14,871 New
Loomis, Sayles & Company
824
Loomis, Sayles & Company
Massachusetts
$662K +$643M +14,819,639 New
AFC
825
AFT Forsyth & Company
Florida
$661K +$642K +14,794 New
31 32
33
34 35

BMY Hedge Fund Activity: Q2 2013 in Review

1,179 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q2 2013, worth a combined $49.8B.

Buyers outnumbered sellers: 1,179 funds opened new BMY positions and 0 closed out — a net gain of 1,179 holders — while 0 added to existing stakes and 0 trimmed.

  • 1,179 institutional investors held Bristol-Myers Squibb (BMY) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $49.8B of Bristol-Myers Squibb stock for Q2 2013.
  • 1,179 funds opened new Bristol-Myers Squibb positions in Q2 2013 and 0 closed out, a net change of +1,179 holders.

Based on aggregated 13F filings for Q2 2013.