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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
SLT
976
St Louis Trust
Missouri
$1.98M
DFA
977
Delta Financial Advisors
Louisiana
$1.98M +$659K +11,509 +59%
SIC
978
Salem Investment Counselors
North Carolina
$1.98M -$49.7K -868 -3%
CWM
979
Chesapeake Wealth Management
Virginia
$1.97M +$644K +11,253 +58%
QIM
980
Quest Investment Management
Oregon
$1.97M +$149K +2,610 +9%
SCP
981
Seizert Capital Partners
Michigan
$1.96M +$1.39M +24,312 +394%
WA
982
WESPAC Advisors
California
$1.95M +$1.74M +30,411 New
AIP
983
ARS Investment Partners
New York
$1.95M +$105K +1,825 +6%
LFAS
984
Level Four Advisory Services
Texas
$1.95M +$542K +9,468 +45%
RI
985
Ridgewood Investments
New Jersey
$1.95M +$92K +1,607 +6%
DAS
986
Dynamic Advisor Solutions
Arizona
$1.94M +$92.6K +1,617 +6%
LCM
987
Lucas Capital Management
New Jersey
$1.94M +$176K +3,080 +11%
ARMC
988
American Research & Management Company
Massachusetts
$1.94M +$894K +15,615 +107%
SCM
989
Stellar Capital Management
Arizona
$1.93M +$420K +7,336 +32%
CIP
990
Convergence Investment Partners
Florida
$1.93M +$522K +9,121 +44%
MCM
991
Mork Capital Management
California
$1.93M
DAC
992
Dividend Assets Capital
South Carolina
$1.92M -$19K -332 -1%
PCS
993
Personal CFO Solutions
New Jersey
$1.92M -$247K -4,317 -13%
LPT
994
Legacy Private Trust
Wisconsin
$1.92M +$864K +15,080 +102%
PAM
995
Peak Asset Management
Colorado
$1.91M +$45.6K +796 +3%
WAM
996
Wealthspire Advisors (Maryland)
Maryland
$1.9M +$596K +10,407 +54%
SRAM
997
Spouting Rock Asset Management
Pennsylvania
$1.9M +$1.7M +29,658 New
PIMJS
998
PKO Investment Management Joint-Stock
Poland
$1.89M +$639K +11,157 +61%
FG
999
Fiduciary Group
Georgia
$1.89M +$18.9K +330 +1%
BW
1000
Bison Wealth
Georgia
$1.88M -$63.4K -1,107 -4%

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.