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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
BAM
1101
Bellevue Asset Management
Washington
$1.52M +$1.35M +23,647 New
WEC
1102
Winslow Evans & Crocker
Massachusetts
$1.52M +$454K +7,930 +51%
IC
1103
IEQ Capital
California
$1.51M +$1.35M +23,577 New
BMO
1104
Beck Mack & Oliver
New York
$1.51M +$340K +5,937 +34%
ITIM
1105
Indiana Trust & Investment Management
Indiana
$1.51M +$545K +9,522 +68%
VFA
1106
Voya Financial Advisors
Connecticut
$1.5M +$520K +9,080 +62%
OIA
1107
OneDigital Investment Advisors
Kansas
$1.5M +$56.3K +983 +4%
PAM
1108
Paradigm Asset Management
New York
$1.5M +$48.7K +850 +4%
WI
1109
Wintrust Investments
Illinois
$1.5M -$64.5K -1,127 -5%
MA
1110
Montag & Associates
Georgia
$1.49M -$81.4K -1,421 -6%
CL
1111
CPWM LLC
Washington
$1.49M +$917K +16,003 +222%
ED
1112
Exane Derivatives
France
$1.49M +$371K +6,485 +41%
EFSCE
1113
Enterprise Financial Services Corp (EFSC)
Missouri
$1.48M -$25.9K -453 -2%
SG
1114
StoneX Group
New York
$1.48M +$1.32M +23,088 New
FA
1115
FMA Advisory
Pennsylvania
$1.48M +$356K +6,209 +37%
BTW
1116
Boston Trust Walden
Massachusetts
$1.46M +$345K +6,022 +36%
PK
1117
Pflug Koory
Nebraska
$1.45M -$15.2K -266 -1%
SIP
1118
Stoneridge Investment Partners
Pennsylvania
$1.44M -$28.6K -500 -2%
XS
1119
XR Securities
Illinois
$1.44M +$458K +7,994 +55%
CWP
1120
Capital Wealth Planning
Florida
$1.43M +$55.6K +970 +5%
TWA
1121
TCI Wealth Advisors
Arizona
$1.43M +$71.9K +1,256 +6%
UIM
1122
USS Investment Management
United Kingdom
$1.43M +$1.28M +22,300 New
IC
1123
Investment Counsel
Michigan
$1.43M -$17.2K -300 -1%
UBG
1124
United Bank (Georgia)
Georgia
$1.43M +$217K +3,786 +21%
KIC
1125
Keating Investment Counselors
Florida
$1.43M -$3.44K -60 -0.3%

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.