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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
DW
1101
Domani Wealth
Pennsylvania
$587K -$61.2K -1,125 -10%
CAAS
1102
Capital Asset Advisory Services
Michigan
$587K -$38.6K -710 -6%
AA
1103
ALPS Advisors
Colorado
$587K -$7.62K -140 -1%
NCM
1104
Neumann Capital Management
California
$587K
IDBONY
1105
Israel Discount Bank of New York
New York
$586K +$138K +2,540 +32%
GAM
1106
Gould Asset Management
California
$585K -$28.8K -530 -5%
SFSG
1107
Stearns Financial Services Group
North Carolina
$582K -$38.6K -710 -6%
SC
1108
Savant Capital
Illinois
$579K +$9.79K +180 +2%
MIP
1109
Marietta Investment Partners
Wisconsin
$574K
EWA
1110
Exencial Wealth Advisors
Oklahoma
$571K -$47.7K -876 -8%
ECM
1111
EagleClaw Capital Management
Massachusetts
$570K
IH
1112
IFC Holdings
Florida
$570K +$14.1K +259 +3%
QCG
1113
Quadrant Capital Group
Ohio
$568K -$16.9K -311 -3%
CAS
1114
Cue Advisory Services
Arizona
$568K -$12.8K -235 -2%
BW
1115
Bison Wealth
Georgia
$566K -$159K -2,922 -22%
KA
1116
KLCM Advisors
Wisconsin
$565K +$94.2K +1,732 +21%
TIA
1117
Tiemann Investment Advisors
California
$564K
LCP
1118
Legacy Capital Partners
Wisconsin
$562K +$18.4K +339 +3%
MG
1119
Markel Group
Virginia
$557K
ARMT
1120
Amica Retiree Medical Trust
Rhode Island
$554K
PFS
1121
Physicians Financial Services
North Carolina
$553K
RJA
1122
Robshaw & Julian Associates
New York
$553K
Fiera Capital (Canada)
1123
Fiera Capital (Canada)
Quebec, Canada
$552K -$326K -6,000 -38%
TL
1124
Tirschwell & Loewy
New York
$552K
SIM
1125
Sonora Investment Management
Arizona
$552K +$10.3K +190 +2%

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.