We are live on ! Find out more
BMY icon

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
BC
951
Burleson & Co
California
$2.09M +$25.8K +450 +1%
PCIA
952
Prime Capital Investment Advisors
Kansas
$2.09M +$1.83M +31,873 +4,445%
CCG
953
Ceeto Capital Group
Florida
$2.09M +$115K +2,000 +7%
ET
954
Equitable Trust
Tennessee
$2.07M -$129K -2,248 -7%
GIP
955
Granite Investment Partners
California
$2.07M +$224K +3,908 +14%
S
956
Surevest
California
$2.07M +$743K +12,978 +67%
CBT
957
Central Bank & Trust
Kentucky
$2.07M +$1.63M +28,489 +746%
SLA
958
Silver Lake Advisory
Utah
$2.07M +$6.07K +106 +0.3%
Carson Wealth (CWM LLC)
959
Carson Wealth (CWM LLC)
Nebraska
$2.06M
KS
960
Karpas Strategies
Connecticut
$2.06M
III
961
Independent Investors Inc
New York
$2.06M +$6.7K +117 +0.4%
WPP
962
Whalerock Point Partners
Rhode Island
$2.05M +$49.1K +857 +3%
JCM
963
Jacobi Capital Management
Pennsylvania
$2.05M +$360K +6,289 +25%
PPSG
964
Princeton Portfolio Strategies Group
New Jersey
$2.03M +$164K +2,870 +10%
HIC
965
Holderness Investments Company
North Carolina
$2.03M +$132K +2,300 +8%
BI
966
Bredin Investment
Delaware
$2.03M
EAM
967
Exane Asset Management
France
$2.03M -$9.81M -171,268 -84%
GWM
968
Geneos Wealth Management
Colorado
$2.02M -$288K -5,025 -14%
SAM
969
Selway Asset Management
$2.02M +$1.8M +31,495 New
BOH
970
Bank of Hawaii
Hawaii
$2.01M +$290K +5,061 +19%
OA
971
Oak Associates
Ohio
$2.01M +$1.79M +31,295 New
CBT
972
Capital Bank & Trust
California
$2M +$1.18M +20,661 +196%
RMCM
973
Reynders McVeigh Capital Management
Massachusetts
$2M +$270K +4,717 +18%
NERM
974
New England Research & Management
Illinois
$1.99M -$94.5K -1,650 -5%
MJRIC
975
Mogy Joel R Investment Counsel
California
$1.98M

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.