Bristol-Myers Squibb
BMY
1,736 hedge funds and large institutions have $71.7B invested in Bristol-Myers Squibb in 2017 Q4 according to their latest regulatory filings, with 195 funds opening new positions, 606 increasing their positions, 677 reducing their positions, and 82 closing their positions.
138% more first-time investments, than exits
New positions opened: 195 | Existing positions closed: 82
12% more call options, than puts
Call options by funds: $2.02B | Put options by funds: $1.81B
6% more funds holding
Funds holding: 1,641 → 1,736 (+95)
0.97% more ownership
Funds ownership: 70.51% → 71.49% (+0.97%)
3% less capital invested
Capital invested by funds: $73.8B → $71.7B (-$2.13B)
10% less repeat investments, than reductions
Existing positions increased: 606 | Existing positions reduced: 677
22% less funds holding in top 10
Funds holding in top 10: 58 → 45 (-13)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$309M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$234M |
| 3 |
Renaissance Technologies
New York
|
+$216M |
| 4 |
TCIM
TIAA CREF Investment Management
New York
|
+$161M |
| 5 |
D.E. Shaw & Co
New York
|
+$136M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$596M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$349M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$170M |
| 4 |
Jennison Associates
New York
|
-$143M |
| 5 |
Capital World Investors
Los Angeles,
California
|
-$141M |
BMY Hedge Fund Activity: Q4 2017 in Review
1,736 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q4 2017, worth a combined $71.7B — down 2.9% from $73.8B a quarter earlier.
Buyers outnumbered sellers: 195 funds opened new BMY positions and 82 closed out — a net gain of 113 holders — while 606 added to existing stakes and 677 trimmed.
The largest buyer was BlackRock, adding an estimated $309M. The largest seller was Wellington Management Group, cutting an estimated $596M.
- 1,736 institutional investors held Bristol-Myers Squibb (BMY) as of Q4 2017, up from 1,641 in Q3 2017.
- Funds reported $71.7B of Bristol-Myers Squibb stock for Q4 2017, down 2.9% quarter-over-quarter.
- 195 funds opened new Bristol-Myers Squibb positions in Q4 2017 and 82 closed out, a net change of +113 holders.
- The largest Bristol-Myers Squibb buyer in Q4 2017 was BlackRock, an estimated $309M added.
- The largest Bristol-Myers Squibb seller in Q4 2017 was Wellington Management Group, an estimated $596M sold.
Based on aggregated 13F filings for Q4 2017.