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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
CG
1126
Colony Group
Massachusetts
$551K +$538K +9,894 New
GWI
1127
Grace & White Inc
New York
$549K
CWM
1128
Concert Wealth Management
California
$548K -$1.33M -24,501 -71%
WIC
1129
Whitegate Investment Counselors
New Hampshire
$537K -$16.3K -300 -3%
BHTS
1130
Bar Harbor Trust Services
Maine
$537K
NAMA
1131
Nikko Asset Management Americas
New York
$535K
TRIM
1132
Thompson Rubinstein Investment Management
Oregon
$535K
GT
1133
Greenleaf Trust
Michigan
$535K +$2.12K +39 +0.4%
CIP
1134
Cornerstone Investment Partners
Georgia
$534K +$31.8K +584 +6%
BTIS
1135
BB&T Investment Services
North Carolina
$533K -$91K -1,673 -15%
AL
1136
Airain Ltd
Guernsey
$527K +$515K +9,461 New
RBC
1137
Ronald Blue & Co
Georgia
$525K -$15.4K -283 -3%
EHC
1138
Everett Harris & Co
California
$524K +$3.81K +70 +0.8%
AWM
1139
AE Wealth Management
Kansas
$521K +$8.44K +155 +2%
GBT
1140
Grove Bank & Trust
Florida
$521K +$172K +3,170 +51%
DE
1141
Day & Ennis
Georgia
$518K
DMC
1142
Drexel Morgan & Co
Pennsylvania
$518K
WG
1143
Welch Group
Alabama
$515K -$18K -330 -3%
MA
1144
MCF Advisors
Kentucky
$515K +$45K +827 +10%
FNBOMD
1145
First National Bank of Mount Dora
Florida
$514K +$2.72K +50 +0.5%
PAI
1146
Pittenger & Anderson Inc
Nebraska
$513K -$177K -3,250 -26%
SIA
1147
Sit Investment Associates
Minnesota
$511K
PCMM
1148
Private Capital Management (Minnesota)
Minnesota
$510K
FTC
1149
Farmers Trust Company
Ohio
$509K -$9.79K -180 -2%
LCM
1150
Logan Capital Management
Pennsylvania
$509K

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.