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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
CAM
1051
Chesapeake Asset Management
New York
$1.71M +$1.53M +26,670 New
FBC
1052
Fairfield, Bush & Co
Connecticut
$1.71M +$535K +9,335 +54%
JFL
1053
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.7M -$422K -7,361 -22%
LNB
1054
Ledyard National Bank
$1.69M +$118K +2,069 +9%
CG
1055
Caprock Group
Idaho
$1.69M +$259K +4,520 +21%
DPIM
1056
Duff & Phelps Investment Management
Illinois
$1.69M +$478K +8,340 +46%
TAM
1057
Trillium Asset Management
Massachusetts
$1.69M +$1.15M +20,101 +325%
RC
1058
Roundview Capital
New Jersey
$1.69M +$272K +4,746 +22%
CIA
1059
Cascade Investment Advisors
Oregon
$1.68M -$71.3K -1,245 -5%
CWM
1060
Campbell Wealth Management
Virginia
$1.68M -$64K -1,118 -4%
NGA
1061
Naples Global Advisors
Florida
$1.68M +$38.4K +670 +3%
PRWA
1062
Platte River Wealth Advisors
Colorado
$1.68M +$1.52M +26,625 New
JSL
1063
JT Stratford LLC
Georgia
$1.67M -$808K -14,107 -35%
DBIA
1064
Dumont & Blake Investment Advisors
New Jersey
$1.67M +$27.7K +483 +2%
MVA
1065
Mount Vernon Associates
Maryland
$1.66M -$8.59K -150 -0.6%
SCM
1066
Shelton Capital Management
Colorado
$1.66M -$172K -3,008 -10%
PHIMC
1067
Private Harbour Investment Management & Counsel
Ohio
$1.66M -$99.4K -1,735 -6%
WAP
1068
Wealthcare Advisory Partners
Pennsylvania
$1.65M +$59.2K +1,034 +4%
MHS
1069
M Holdings Securities
Oregon
$1.65M +$100K +1,751 +7%
CCA
1070
Cobblestone Capital Advisors
New York
$1.65M +$682K +11,912 +87%
SC
1071
Schulhoff & Co
Ohio
$1.64M -$9.45K -165 -0.6%
SVWAG
1072
Sound View Wealth Advisors Group
Georgia
$1.64M +$144K +2,512 +11%
MS
1073
Madden Securities
Texas
$1.64M +$1.46M +25,524 New
AF
1074
AMG Funds
Connecticut
$1.64M +$233K +4,077 +19%
SSWM
1075
Sheets Smith Wealth Management
North Carolina
$1.63M +$1.46M +25,562 New

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.