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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
BMC
826
Beaton Management Company
Massachusetts
$1.28M +$1.25M +22,979 New
CG
827
Caprock Group
Idaho
$1.28M +$468K +8,600 +60%
CCWA
828
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.27M +$54.4K +1,000 +5%
TBNY
829
Trustco Bank (New York)
New York
$1.26M +$1.23M +22,639 New
SFG
830
Summit Financial Group
West Virginia
$1.26M +$1.23M +22,575 New
CL
831
Choreo LLC
Illinois
$1.26M -$53.5K -984 -4%
SPC
832
Stewart & Patten Company
California
$1.25M
PHIMC
833
Private Harbour Investment Management & Counsel
Ohio
$1.25M -$51.7K -950 -4%
FQ
834
First Quadrant
California
$1.25M +$941K +17,287 +339%
ASN
835
Advisory Services Network
Georgia
$1.25M -$65K -1,194 -5%
DAM
836
Doheny Asset Management
California
$1.24M -$136K -2,495 -10%
EFSCE
837
Enterprise Financial Services Corp (EFSC)
Missouri
$1.24M -$8.11K -149 -0.7%
PA
838
Parallel Advisors
California
$1.24M +$39.4K +724 +3%
VKH
839
Virtu KCG Holdings
New York
$1.24M -$2.99M -54,994 -71%
CWA
840
Cypress Wealth Advisors
California
$1.23M -$680K -12,502 -36%
FB
841
Fulton Bank
Pennsylvania
$1.22M -$31.1K -572 -3%
CRB
842
Chad R. Baker
$1.22M
PTC
843
Philadelphia Trust Company
Pennsylvania
$1.21M +$47.6K +875 +4%
BC
844
Burney Company
Virginia
$1.21M +$312K +5,735 +36%
SFFS
845
Stonehage Fleming Financial Services
Jersey
$1.2M -$286K -5,250 -20%
FIM
846
Freedom Investment Management
Connecticut
$1.2M -$392K -7,211 -25%
EGM
847
Engineers Gate Manager
New York
$1.2M +$1.17M +21,493 New
HCA
848
Harbour Capital Advisors
Virginia
$1.19M -$20.1K -370 -2%
CFA
849
Camarda Financial Advisors
Florida
$1.19M -$599 -11 -0.1%
RIM
850
Rampart Investment Management
Connecticut
$1.19M +$905K +16,635 +353%

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.