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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
First Eagle Investment Management
1076
First Eagle Investment Management
New York
$631K -$10.9K -200 -2%
BHIA
1077
Birch Hill Investment Advisors
Massachusetts
$630K
JFGIW
1078
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$626K -$580K -10,658 -49%
BFA
1079
Beaumont Financial Advisors
Massachusetts
$626K +$205K +3,769 +51%
PGIM
1080
Pacific Global Investment Management
California
$622K +$1.85K +34 +0.3%
FWM
1081
Focused Wealth Management
New York
$619K +$1.42K +26 +0.2%
CP
1082
Coho Partners
Pennsylvania
$618K
BAC
1083
Boys Arnold & Co
North Carolina
$616K -$54.4K -999 -8%
OC
1084
Oakworth Capital
Alabama
$616K +$11.9K +219 +2%
BC
1085
Banced Corp
Illinois
$615K +$14.7K +271 +3%
IUHSA
1086
Itau Unibanco Holding S.A.
Brazil
$613K +$538K +9,888 +894%
BCM
1087
Brookstone Capital Management
Illinois
$611K +$87.2K +1,603 +17%
BCM
1088
BlueCrest Capital Management
Jersey
$609K +$595K +10,931 New
PCM
1089
Prelude Capital Management
New York
$608K +$265K +4,868 +81%
BPC
1090
Banque Pictet & Cie
Switzerland
$605K -$2.73M -50,120 -82%
MAM
1091
Morse Asset Management
Connecticut
$602K -$21.8K -400 -4%
BHC
1092
Bowen Hanes & Co
Florida
$602K
HTHT
1093
Hemenway Trust Hemenway Trust
New Hampshire
$602K +$80.5K +1,480 +16%
DBT
1094
Dubuque Bank & Trust
Iowa
$594K -$360K -6,623 -38%
BWM
1095
BigSur Wealth Management
Florida
$594K
PL
1096
Parthenon LLC
Kentucky
$593K
NAMP
1097
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$592K -$31.8K -585 -5%
FDCC
1098
Foster Dykema Cabot & Co
Massachusetts
$590K -$4.08K -75 -0.7%
PK
1099
Pflug Koory
Nebraska
$589K
AGA
1100
Accuvest Global Advisors
Utah
$588K +$575K +10,560 New

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.