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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
MSS
951
Mitchell Sinkler & Starr
Pennsylvania
$896K
P
952
Pitcairn
Pennsylvania
$893K -$345K -6,339 -28%
ZIC
953
ZWJ Investment Counsel
Georgia
$890K -$217K -3,991 -20%
BSWMG
954
Barrington Strategic Wealth Management Group
Illinois
$889K -$7.95K -146 -0.9%
SHCM
955
Stokes & Hubbell Capital Management
Louisiana
$888K +$143K +2,632 +20%
PP
956
PagnatoKarp Partners
Virginia
$880K -$6.42K -118 -0.7%
MWM
957
Meridian Wealth Management
Kentucky
$879K +$18K +331 +2%
ZCA
958
Zeke Capital Advisors
Pennsylvania
$879K +$98.7K +1,814 +13%
CC
959
Cadinha & Co
Hawaii
$878K +$620K +11,395 +261%
PMG
960
ProVise Management Group
Florida
$877K +$238K +4,381 +39%
TYCC
961
Texas Yale Capital Corp
Florida
$871K
WDA
962
Wendell David Associates
New Hampshire
$870K +$2.34K +43 +0.3%
RGI
963
River Global Investors
United Kingdom
$869K +$849K +15,600 New
FMWA
964
Forvis Mazars Wealth Advisors
Missouri
$863K +$53.4K +981 +7%
Assenagon Asset Management
965
Assenagon Asset Management
Luxembourg
$854K +$222K +4,083 +36%
APP
966
Avantax Planning Partners
Iowa
$853K +$162K +2,979 +24%
CSA
967
Cottage Street Advisors
Massachusetts
$852K -$70.7K -1,300 -8%
SC
968
Saybrook Capital
North Carolina
$849K
TSW
969
Thompson Siegel & Walmsley
Virginia
$848K -$28.9K -531 -3%
KAM
970
Kazazian Asset Management
Florida
$847K +$227K +4,177 +38%
NME
971
Notis-McConarty Edward
$844K
NL
972
NWAM LLC
Washington
$839K -$172K -3,165 -17%
JCM
973
Jag Capital Management
Missouri
$837K
OWP
974
Obermeyer Wealth Partners
Colorado
$837K +$16.3K +300 +2%
ICM
975
Ionic Capital Management
New York
$836K -$5.48M -100,704 -87%

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.