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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
CIC
901
Crawford Investment Counsel
Georgia
$1M -$82.7K -1,520 -8%
HAIM
902
Hunter Associates Investment Management
Pennsylvania
$1M -$18.1K -333 -2%
BST
903
Bath Savings Trust
Maine
$1M +$141K +2,600 +17%
MWM
904
Mission Wealth Management
California
$997K +$32.8K +602 +3%
LPT
905
Legacy Private Trust
Wisconsin
$996K +$76.7K +1,410 +9%
WT
906
Washington Trust
Rhode Island
$990K +$14.6K +268 +2%
BOS
907
Bank of Stockton
California
$985K -$14.4K -265 -1%
HCM
908
Hengehold Capital Management
Ohio
$985K -$4.08K -75 -0.4%
SCA
909
Sippican Capital Advisors
Massachusetts
$977K +$61.2K +1,124 +7%
BFC
910
Blue Fin Capital
Rhode Island
$976K -$60.1K -1,105 -6%
BSW
911
Buckingham Strategic Wealth
Missouri
$976K +$76.2K +1,401 +9%
SMC
912
Smith, Moore & Co
Missouri
$975K +$9.69K +178 +1%
BB
913
Busey Bank
Illinois
$972K -$1.09K -20 -0.1%
HT
914
HighTower Trust
Texas
$970K
DAS
915
Dynamic Advisor Solutions
Arizona
$968K +$527K +9,690 +126%
AL
916
Aspiriant LLC
California
$964K +$36.8K +676 +4%
BHA
917
Beech Hill Advisors
New York
$964K +$125K +2,300 +15%
CD
918
Carl Domino
Florida
$957K -$105K -1,930 -10%
FNFDCM
919
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$954K -$2.5K -46 -0.3%
MHIM
920
MacNealy Hoover Investment Management
Ohio
$953K +$218 +4 +0%
EC
921
EcoR1 Capital
California
$951K
MLL
922
Moody Lynn & Lieberson
Massachusetts
$948K -$50.3K -925 -5%
DI
923
Diligent Investors
California
$947K +$218 +4 +0%
WA
924
Waverly Advisors
Alabama
$947K +$102K +1,883 +12%
BBI
925
Baxter Bros Inc
Connecticut
$938K -$109K -1,997 -11%

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.