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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
CCA
1001
Checchi Capital Advisers
California
$770K -$58.3K -1,072 -7%
FNB
1002
Farmers National Bank
Kentucky
$770K
NSAM
1003
North Star Asset Management
Wisconsin
$768K +$1.42K +26 +0.2%
AF
1004
Aldebaran Financial
$767K +$749K +13,772 New
MFW
1005
Meristem Family Wealth
Minnesota
$765K
WCM
1006
Windward Capital Management
California
$765K +$108K +1,984 +17%
LC
1007
Lourd Capital
California
$762K -$16.3K -300 -2%
DCM
1008
Donaldson Capital Management
Indiana
$761K -$38K -699 -5%
RCAG
1009
Rehmann Capital Advisory Group
Michigan
$758K -$104K -1,917 -12%
GHAM
1010
Gilman Hill Asset Management
Connecticut
$758K +$42.7K +785 +6%
WI
1011
Wintrust Investments
Illinois
$758K +$102K +1,875 +16%
MA
1012
Montag & Associates
Georgia
$757K +$10.9K +200 +1%
PAS
1013
Partnervest Advisory Services
California
$756K +$738K +13,563 New
PWSG
1014
Pacific Wealth Strategies Group
California
$752K +$243K +4,466 +49%
KA
1015
Kovack Advisors
Florida
$748K +$215K +3,944 +42%
BA
1016
BKS Advisors
Michigan
$746K +$16.3K +300 +2%
RC
1017
Roundview Capital
New Jersey
$746K +$43.5K +800 +6%
AP
1018
Atwood & Palmer
Missouri
$745K -$10.9K -200 -1%
CIM
1019
CenturyLink Investment Management
Colorado
$741K -$940K -17,282 -57%
ITIM
1020
Indiana Trust & Investment Management
Indiana
$740K +$6.53K +120 +0.9%
KTC
1021
Kistler-Tiffany Companies
Pennsylvania
$738K +$85.4K +1,569 +13%
DAC
1022
Dividend Assets Capital
South Carolina
$737K +$720K +13,235 New
VDI
1023
Vaughan David Investments
Illinois
$736K -$12.8K -236 -2%
FNBOO
1024
First National Bank of Omaha
Nebraska
$733K -$118K -2,163 -14%
FHA
1025
Flagship Harbor Advisors
Massachusetts
$732K -$22.2K -408 -3%

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.