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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
SWM
851
Stockman Wealth Management
Montana
$1.19M -$110K -2,030 -9%
B
852
Bailard
California
$1.19M -$42.2K -776 -4%
IFWM
853
Institute for Wealth Management
Colorado
$1.18M +$1.15M +21,139 New
FM
854
Family Management
New York
$1.18M +$582K +10,700 +102%
RW
855
Rand Wealth
Maryland
$1.18M +$326 +6 +0%
LIM
856
Leavell Investment Management
Alabama
$1.17M -$24.5K -450 -2%
VIA
857
Vident Investment Advisory
Georgia
$1.17M +$316K +5,805 +38%
KFS
858
Kurt F. Somerville
$1.16M -$5.44K -100 -0.5%
IAA
859
Independent Advisor Alliance
North Carolina
$1.16M -$190K -3,487 -14%
AMIM
860
Aull & Monroe Investment Management
Alabama
$1.15M
Wealth Enhancement Advisory Services
861
Wealth Enhancement Advisory Services
Minnesota
$1.15M +$1.13M +20,715 New
RMDI
862
R.M. Davis Inc
Maine
$1.14M -$395K -7,250 -26%
LOAME
863
Lombard Odier Asset Management (Europe)
United Kingdom
$1.13M
ST
864
Smithfield Trust
Pennsylvania
$1.13M
IP
865
Investment Partners
Ohio
$1.12M -$10.2K -188 -0.9%
MBT
866
Montecito Bank & Trust
California
$1.12M +$1.1M +20,130 New
CFA
867
Carroll Financial Associates
North Carolina
$1.12M -$119K -2,196 -10%
HCM
868
Highlander Capital Management
New Jersey
$1.12M +$84.3K +1,550 +8%
SACTSONJ
869
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.11M
M
870
MOTCO
Texas
$1.11M
BAS
871
Brown Advisory Securities
Maryland
$1.11M +$50K +918 +5%
FIM
872
Fruth Investment Management
Texas
$1.1M
SBSB
873
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.1M +$37.9K +697 +4%
IB
874
Intrust Bank
Kansas
$1.09M +$490 +9 +0%
GC
875
Gratus Capital
Georgia
$1.09M +$19.3K +354 +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.