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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
PIMJS
1026
PKO Investment Management Joint-Stock
Poland
$732K +$416K +7,651 +140%
TH
1027
Timber Hill
Connecticut
$731K +$514K +9,439 +256%
CSM
1028
CAMG Solamere Management
North Carolina
$730K +$28.3K +520 +4%
Fuller & Thaler Asset Management
1029
Fuller & Thaler Asset Management
California
$730K +$713K +13,100 New
BIM
1030
Bridges Investment Management
Nebraska
$728K +$28.1K +517 +4%
CAM
1031
CMT Asset Management
Illinois
$724K -$1.89M -34,813 -73%
JIC
1032
Joel Isaacson & Co
New York
$724K +$762 +14 +0.1%
WPA
1033
Winning Points Advisors
Florida
$724K +$6.96K +128 +1%
IAM
1034
Impax Asset Management
New Hampshire
$724K +$65.3K +1,200 +10%
HBT
1035
Hills Bank & Trust
Iowa
$724K +$385K +7,081 +120%
FAM
1036
Formidable Asset Management
Ohio
$720K -$16.3K -300 -2%
LNC
1037
Lincoln National Corp
Pennsylvania
$716K -$67.8K -1,246 -9%
FCBT
1038
First Citizens Bank & Trust
North Carolina
$716K -$15.4K -283 -2%
FHA
1039
First Horizon Advisors
Tennessee
$713K -$154K -2,836 -18%
AAM
1040
Azzad Asset Management
Virginia
$712K +$78.1K +1,435 +13%
BL
1041
Balentine LLC
Georgia
$710K +$14.5K +267 +2%
HL
1042
HeadInvest LLC
Maine
$706K
CCM
1043
Coldstream Capital Management
Washington
$705K +$37K +680 +6%
AIA
1044
Armor Investment Advisors
North Carolina
$701K -$40.9K -752 -6%
RI
1045
Ridgewood Investments
New Jersey
$700K +$10.8K +199 +2%
SAM
1046
Symphony Asset Management
California
$699K -$33.2K -611 -5%
AIM
1047
Aspen Investment Management
Michigan
$699K
TC
1048
Telemus Capital
Michigan
$698K +$62.9K +1,155 +10%
BRA
1049
Bender Robert & Associates
California
$697K -$27.6K -508 -4%
HM
1050
Harvest Management
New York
$697K

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.