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Bristol-Myers Squibb
BMY

2,359 hedge funds and large institutions have $104B invested in Bristol-Myers Squibb in 2020 Q4 according to their latest regulatory filings, with 286 funds opening new positions, 949 increasing their positions, 869 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 286 | Existing positions closed: 108

7% more funds holding

Funds holding: 2,214 → 2,359 (+145)

10% more call options, than puts

Call options by funds: $1.51B | Put options by funds: $1.38B

9% more repeat investments, than reductions

Existing positions increased: 949 | Existing positions reduced: 869

4% more capital invested

Capital invested by funds: $100B → $104B (+$3.72B)

0.37% less ownership

Funds ownership: 74.06% → 73.69% (-0.37%)

16% less funds holding in top 10

Funds holding in top 10: 93 → 78 (-15)

Holders
2,359
Holders Change
+145
Holders Change %
+6.55%
% of All Funds
41.74%
Holding in Top 10
78
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-16.13%
% of All Funds
1.38%
New
286
Increased
949
Reduced
869
Closed
108
Calls
$1.51B
Puts
$1.38B
Net Calls
+$132M
Net Calls Change
+$259M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$618M
2
JP Morgan Chase
JP Morgan Chase
New York
+$368M
3
Franklin Resources
Franklin Resources
California
+$311M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$239M
5
Morgan Stanley
Morgan Stanley
New York
+$237M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$744M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$507M
3
Citadel Advisors
Citadel Advisors
Florida
-$430M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$242M
5
FCM
Farallon Capital Management
California
-$215M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
826
Capital Wealth Planning
Florida
$3M -$493K -8,012 -15%
BBI
827
Baxter Bros Inc
Connecticut
$2.99M +$180K +2,923 +6%
FM
828
Family Management
New York
$2.99M +$2.97M +48,231 New
SCP
829
Seizert Capital Partners
Michigan
$2.98M +$91.2K +1,483 +3%
CA
830
Cornerstone Advisors
North Carolina
$2.98M +$2.95M +48,000 New
HKAM
831
Horizon Kinetics Asset Management
New York
$2.96M -$193K -3,133 -6%
NFG
832
NewFocus Financial Group
Washington
$2.95M +$204K +3,314 +8%
AIA
833
AGF Investments America
Ontario, Canada
$2.94M +$2.77K +45 +0.1%
RG
834
Rikoon Group
New Mexico
$2.94M +$61 +1 +0%
BO
835
BRR OpCo
Ohio
$2.94M +$92.4K +1,503 +3%
WAM
836
World Asset Management
Michigan
$2.93M -$20.3K -330 -0.7%
QC
837
Quadrature Capital
United Kingdom
$2.93M +$2.91M +47,260 New
JSC
838
Jackson Square Capital
California
$2.93M -$52K -845 -2%
FF
839
FourThought Financial
Florida
$2.93M +$2.9M +47,196 New
FMBTD
840
First Midwest Bank Trust Division
Illinois
$2.91M -$62.3K -1,013 -2%
Koshinski Asset Management
841
Koshinski Asset Management
Illinois
$2.91M +$1.85M +30,044 +179%
PHS
842
Pekin Hardy Strauss
Illinois
$2.9M -$274K -4,453 -9%
LBC
843
Lowe Brockenbrough & Co
Virginia
$2.9M +$126K +2,043 +5%
MYAM
844
Meiji Yasuda Asset Management
Japan
$2.9M +$495K +8,050 +21%
RF
845
Robbins Farley
New Hampshire
$2.9M +$2.87M +46,711 New
OAMG
846
Odey Asset Management Group
United Kingdom
$2.89M +$609K +9,900 +27%
1SB
847
1ST Source Bank
Indiana
$2.89M -$771K -12,533 -21%
E
848
Ergoteles
New York
$2.85M -$1.04M -16,873 -27%
EOJOAM
849
E. Ohman J:or Asset Management
Sweden
$2.85M -$221K -3,600 -7%
Capital Fund Management (CFM)
850
Capital Fund Management (CFM)
France
$2.83M +$2.07M +33,711 +283%
32 33
34
35 36

BMY Hedge Fund Activity: Q4 2020 in Review

2,359 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q4 2020, worth a combined $104B — up 3.7% from $100B a quarter earlier.

Buyers outnumbered sellers: 286 funds opened new BMY positions and 108 closed out — a net gain of 178 holders — while 949 added to existing stakes and 869 trimmed.

The largest buyer was BlackRock, adding an estimated $618M. The largest seller was Renaissance Technologies, cutting an estimated $744M.

  • 2,359 institutional investors held Bristol-Myers Squibb (BMY) as of Q4 2020, up from 2,214 in Q3 2020.
  • Funds reported $104B of Bristol-Myers Squibb stock for Q4 2020, up 3.7% quarter-over-quarter.
  • 286 funds opened new Bristol-Myers Squibb positions in Q4 2020 and 108 closed out, a net change of +178 holders.
  • The largest Bristol-Myers Squibb buyer in Q4 2020 was BlackRock, an estimated $618M added.
  • The largest Bristol-Myers Squibb seller in Q4 2020 was Renaissance Technologies, an estimated $744M sold.

Based on aggregated 13F filings for Q4 2020.