Bristol-Myers Squibb
BMY
1,450 hedge funds and large institutions have $77.5B invested in Bristol-Myers Squibb in 2015 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 468 increasing their positions, 630 reducing their positions, and 51 closing their positions.
112% more first-time investments, than exits
New positions opened: 108 | Existing positions closed: 51
24% more funds holding in top 10
Funds holding in top 10: 62 → 77 (+15)
3% more funds holding
Funds holding: 1,411 → 1,450 (+39)
3% more capital invested
Capital invested by funds: $75.1B → $77.5B (+$2.42B)
2% more call options, than puts
Call options by funds: $624M | Put options by funds: $614M
0.13% less ownership
Funds ownership: 72.38% → 72.25% (-0.13%)
26% less repeat investments, than reductions
Existing positions increased: 468 | Existing positions reduced: 630
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$254M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$206M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$203M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
+$142M |
| 5 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
+$132M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$394M |
| 2 |
IC
Institutional Capital
Chicago,
Illinois
|
-$358M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$274M |
| 4 |
Morgan Stanley
New York
|
-$222M |
| 5 |
State Street
Boston,
Massachusetts
|
-$109M |
BMY Hedge Fund Activity: Q1 2015 in Review
1,450 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q1 2015, worth a combined $77.5B — up 3.2% from $75.1B a quarter earlier.
Buyers outnumbered sellers: 108 funds opened new BMY positions and 51 closed out — a net gain of 57 holders — while 468 added to existing stakes and 630 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $254M. The largest seller was Capital World Investors, cutting an estimated $394M.
- 1,450 institutional investors held Bristol-Myers Squibb (BMY) as of Q1 2015, up from 1,411 in Q4 2014.
- Funds reported $77.5B of Bristol-Myers Squibb stock for Q1 2015, up 3.2% quarter-over-quarter.
- 108 funds opened new Bristol-Myers Squibb positions in Q1 2015 and 51 closed out, a net change of +57 holders.
- The largest Bristol-Myers Squibb buyer in Q1 2015 was Wellington Management Group, an estimated $254M added.
- The largest Bristol-Myers Squibb seller in Q1 2015 was Capital World Investors, an estimated $394M sold.
Based on aggregated 13F filings for Q1 2015.