We are live on ! Find out more
BMY icon

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
PWMAG
801
Pinnacle Wealth Management Advisory Group
New Jersey
$1.37M +$46.1K +848 +4%
OAMG
802
Odey Asset Management Group
United Kingdom
$1.36M
SCM
803
SOL Capital Management
Maryland
$1.36M +$48K +883 +4%
TTWM
804
TCV Trust & Wealth Management
Virginia
$1.36M -$103K -1,895 -7%
ECM
805
Estabrook Capital Management
New York
$1.36M
BCM
806
Baltimore Capital Management
Maryland
$1.36M +$33.2K +610 +3%
WEC
807
Winslow Evans & Crocker
Massachusetts
$1.35M +$290K +5,324 +28%
CCMG
808
Clark Capital Management Group
Pennsylvania
$1.35M +$409K +7,525 +45%
WA
809
WFG Advisors
Texas
$1.33M +$72.3K +1,328 +6%
GW
810
GW & Wade
Massachusetts
$1.33M -$5.55K -102 -0.4%
AFG
811
Albion Financial Group
Utah
$1.33M -$33.5K -616 -3%
EIM
812
Essex Investment Management
Massachusetts
$1.32M +$219K +4,029 +21%
FIM
813
Foresters Investment Management
New York
$1.32M +$1.29M +23,671 New
HI
814
HBK Investments
Texas
$1.31M +$1.28M +23,601 New
RWM
815
RKL Wealth Management
Pennsylvania
$1.31M +$325K +5,970 +34%
WC
816
Whitnell & Co
Illinois
$1.3M +$272 +5 +0%
AP
817
Appleton Partners
Massachusetts
$1.3M +$2.56K +47 +0.2%
SB
818
Simmons Bank
Arkansas
$1.3M -$947K -17,412 -43%
ACM
819
Adalta Capital Management
New York
$1.3M
DBIA
820
Dumont & Blake Investment Advisors
New Jersey
$1.3M -$6.53K -120 -0.5%
BFM
821
Boston Financial Management
Massachusetts
$1.29M -$7.84M -143,994 -86%
BO
822
BRR OpCo
Ohio
$1.29M -$16.3K -300 -1%
CL
823
CPWM LLC
Washington
$1.28M +$2.99K +55 +0.2%
BOTW
824
Bank of the West
California
$1.28M -$80.9K -1,487 -6%
DWM
825
Dorchester Wealth Management
Quebec, Canada
$1.28M +$28.5K +524 +2%

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.