Bristol-Myers Squibb
BMY
1,448 hedge funds and large institutions have $80.8B invested in Bristol-Myers Squibb in 2015 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 485 increasing their positions, 612 reducing their positions, and 69 closing their positions.
17% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 69
4% more funds holding in top 10
Funds holding in top 10: 77 → 80 (+3)
4% more capital invested
Capital invested by funds: $77.5B → $80.8B (+$3.23B)
0.74% more ownership
Funds ownership: 72.25% → 72.98% (+0.74%)
0% less funds holding
Funds holding: 1,450 → 1,448 (-2)
21% less repeat investments, than reductions
Existing positions increased: 485 | Existing positions reduced: 612
22% less call options, than puts
Call options by funds: $558M | Put options by funds: $717M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$1.26B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$401M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$242M |
| 4 |
FAM
Fred Alger Management
New York
|
+$180M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$171M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$350M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$218M |
| 3 |
State Street
Boston,
Massachusetts
|
-$171M |
| 4 |
O
OppenheimerFunds
New York
|
-$145M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
-$131M |
BMY Hedge Fund Activity: Q2 2015 in Review
1,448 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q2 2015, worth a combined $80.8B — up 4.2% from $77.5B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new BMY positions and 69 closed out — a net gain of 12 holders — while 485 added to existing stakes and 612 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $1.26B. The largest seller was Capital World Investors, cutting an estimated $350M.
- 1,448 institutional investors held Bristol-Myers Squibb (BMY) as of Q2 2015, down from 1,450 in Q1 2015.
- Funds reported $80.8B of Bristol-Myers Squibb stock for Q2 2015, up 4.2% quarter-over-quarter.
- 81 funds opened new Bristol-Myers Squibb positions in Q2 2015 and 69 closed out, a net change of +12 holders.
- The largest Bristol-Myers Squibb buyer in Q2 2015 was T. Rowe Price Associates, an estimated $1.26B added.
- The largest Bristol-Myers Squibb seller in Q2 2015 was Capital World Investors, an estimated $350M sold.
Based on aggregated 13F filings for Q2 2015.