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Bristol-Myers Squibb

2,218 hedge funds and large institutions have $113B invested in Bristol-Myers Squibb in 2019 Q4 according to their latest regulatory filings, with 492 funds opening new positions, 1,219 increasing their positions, 390 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

763% more first-time investments, than exits

New positions opened: 492 | Existing positions closed: 57

213% more repeat investments, than reductions

Existing positions increased: 1,219 | Existing positions reduced: 390

121% more funds holding in top 10

Funds holding in top 10: 48106 (+58)

63% more capital invested

Capital invested by funds: $69.6B → $113B (+$43.5B)

22% more funds holding

Funds holding: 1,8142,218 (+404)

8.53% less ownership

Funds ownership: 83.94%75.42% (-8.5%)

62% less call options, than puts

Call options by funds: $1.84B | Put options by funds: $4.81B

Holders
2,218
Holders Change
+404
Holders Change %
+22.27%
% of All Funds
43.7%
Holding in Top 10
106
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+120.83%
% of All Funds
2.09%
New
492
Increased
1,219
Reduced
390
Closed
57
Calls
$1.84B
Puts
$4.81B
Net Calls
-$2.97B
Net Calls Change
-$2.93B
Name Holding Trade Value Shares
Change
Change in
Stake
SFWA
876
Summit Financial Wealth Advisors
Louisiana
$2.56M +$230K +4,017 +11%
AAS
877
Annex Advisory Services
Wisconsin
$2.56M +$739K +12,900 +48%
WTFG
878
Wells Trecaso Financial Group
Ohio
$2.56M +$28.6K +500 +1%
BCM
879
Beddow Capital Management
Wyoming
$2.56M +$97.9K +1,710 +4%
AT
880
Arden Trust
Delaware
$2.55M -$109K -1,902 -5%
MFAM
881
Motley Fool Asset Management
Virginia
$2.55M +$2.27M +39,659 New
SEC
882
Seven Eight Capital
New York
$2.54M +$2.28M +39,895 New
Marshall Wace
883
Marshall Wace
United Kingdom
$2.54M -$4.03M -70,306 -64%
SWM
884
SeaCrest Wealth Management
New York
$2.52M +$233K +4,076 +12%
AAS
885
Avantax Advisory Services
Texas
$2.52M +$1.14M +19,950 +103%
KCM
886
Karp Capital Management
California
$2.52M +$2.25M +39,210 New
BAC
887
Boys Arnold & Co
North Carolina
$2.51M +$641K +11,200 +40%
CAM
888
Carret Asset Management
New York
$2.5M +$458K +7,990 +26%
LCM
889
Logan Capital Management
Pennsylvania
$2.5M +$1.71M +29,872 +329%
MCP
890
Mirador Capital Partners
California
$2.5M +$7.85K +137 +0.4%
MA
891
Mutual Advisors
Nebraska
$2.49M +$537K +9,376 +32%
SS
892
Sunbelt Securities
Texas
$2.48M -$58.1K -1,014 -3%
CC
893
Cognios Capital
Kansas
$2.48M -$320K -5,581 -13%
IRF
894
IBM Retirement Fund
New York
$2.48M +$618K +10,786 +39%
CCM
895
Condor Capital Management
New Jersey
$2.48M +$553K +9,656 +33%
CEP
896
Chicago Equity Partners
Illinois
$2.46M +$1.28M +22,370 +140%
ACA
897
Aptus Capital Advisors
Alabama
$2.45M +$524K +9,158 +31%
HC
898
Hendley & Co
Ohio
$2.45M +$2.19M +38,222 New
OWP
899
Obermeyer Wealth Partners
Colorado
$2.45M +$1.53M +26,687 +232%
Lido Advisors
900
Lido Advisors
California
$2.45M +$691K +12,068 +46%

BMY Hedge Fund Activity: Q4 2019 in Review

2,218 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q4 2019, worth a combined $113B — up 63% from $69.6B a quarter earlier.

Buyers outnumbered sellers: 492 funds opened new BMY positions and 57 closed out — a net gain of 435 holders — while 1,219 added to existing stakes and 390 trimmed.

The largest buyer was Vanguard Group, adding an estimated $3.46B. The largest seller was Wellington Management Group, cutting an estimated $1.5B.

  • 2,218 institutional investors held Bristol-Myers Squibb (BMY) as of Q4 2019, up from 1,814 in Q3 2019.
  • Funds reported $113B of Bristol-Myers Squibb stock for Q4 2019, up 63% quarter-over-quarter.
  • 492 funds opened new Bristol-Myers Squibb positions in Q4 2019 and 57 closed out, a net change of +435 holders.
  • The largest Bristol-Myers Squibb buyer in Q4 2019 was Vanguard Group, an estimated $3.46B added.
  • The largest Bristol-Myers Squibb seller in Q4 2019 was Wellington Management Group, an estimated $1.5B sold.

Based on aggregated 13F filings for Q4 2019.