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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
KBG
876
Kahn Brothers Group
New York
$1.09M -$490K -9,000 -31%
BTW
877
Boston Trust Walden
Massachusetts
$1.09M -$13.9K -255 -1%
FANJ
878
Financial Architects (New Jersey)
New Jersey
$1.09M -$2.99K -55 -0.3%
BIC
879
Bridges Investment Counsel
Nebraska
$1.08M +$468K +8,593 +80%
WA
880
WBH Advisory
Maryland
$1.08M -$19.6K -361 -2%
MHS
881
M Holdings Securities
Oregon
$1.07M +$148K +2,719 +16%
CPA
882
Court Place Advisors
Maryland
$1.07M -$5.22K -96 -0.5%
CONA
883
Capital One National Association
New York
$1.06M -$149K -2,741 -13%
HW
884
Hedeker Wealth
Illinois
$1.06M +$25.5K +468 +3%
BFEC
885
Benjamin F. Edwards & Company
Missouri
$1.06M +$47.1K +865 +5%
AIA
886
Avalon Investment & Advisory
Texas
$1.06M -$8.72M -160,290 -89%
DPIM
887
Duff & Phelps Investment Management
Illinois
$1.05M -$69.7K -1,280 -6%
TNB
888
Thomasville National Bank
Georgia
$1.05M +$162K +2,976 +19%
PFBT
889
Parkside Financial Bank & Trust
Missouri
$1.05M -$93.5K -1,719 -8%
MWAC
890
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.05M +$187K +3,440 +22%
GS
891
GAM Systematic
United Kingdom
$1.05M +$1.03M +18,844 New
SBL
892
Sargent Bickham Lagudis
Colorado
$1.05M -$6.31K -116 -0.6%
WAM
893
Wealthspire Advisors (Maryland)
Maryland
$1.04M +$202K +3,704 +25%
IWA
894
Intercontinental Wealth Advisors
Texas
$1.04M +$333K +6,114 +49%
HAG
895
HighPoint Advisor Group
Illinois
$1.04M
MCM
896
Maryland Capital Management
Maryland
$1.03M -$45.7K -840 -4%
VFA
897
Voya Financial Advisors
Connecticut
$1.01M -$3.48K -64 -0.4%
BCM
898
Boltwood Capital Management
California
$1.01M +$16.3K +300 +2%
Jacobs Levy Equity Management
899
Jacobs Levy Equity Management
New Jersey
$1.01M +$244K +4,490 +33%
TIA
900
Trust Investment Advisors
Indiana
$1.01M -$16.3K -300 -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.