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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
RWP
1126
RWA Wealth Partners
Massachusetts
$1.43M +$62.8K +1,097 +5%
CAM
1127
Covenant Asset Management
New Jersey
$1.42M +$458 +8 +0%
GLA
1128
Good Life Advisors
Pennsylvania
$1.42M +$77.2K +1,348 +6%
TT
1129
TI-Trust
Illinois
$1.42M +$1.26M +22,088 New
HB
1130
Horizon Bancorp
Indiana
$1.42M +$1.26M +22,075 New
GP
1131
Girard Partners
Pennsylvania
$1.42M +$470K +8,205 +59%
CAAS
1132
Capital Asset Advisory Services
Michigan
$1.41M +$296K +5,161 +32%
PWMAG
1133
Pinnacle Wealth Management Advisory Group
New Jersey
$1.41M +$88K +1,537 +8%
BDS
1134
Banco de Sabadell
Florida
$1.41M +$183K +3,200 +17%
CC
1135
ClearArc Capital
Ohio
$1.4M -$27.2K -475 -2%
MRCM
1136
M&R Capital Management
New Jersey
$1.39M +$8.59K +150 +0.7%
VCAM
1137
Van Cleef Asset Management
Ohio
$1.39M +$391K +6,825 +46%
FMWA
1138
Forvis Mazars Wealth Advisors
Missouri
$1.39M +$278K +4,856 +29%
LWM
1139
Laidlaw Wealth Management
New York
$1.39M +$1.24M +21,640 New
MCC
1140
Malaga Cove Capital
California
$1.39M +$108K +1,891 +10%
PFS
1141
Prospera Financial Services
Texas
$1.39M +$573K +10,008 +86%
CAI
1142
Capital Advisors Inc
Oklahoma
$1.38M +$72.5K +1,266 +6%
QI
1143
Qtron Investments
Massachusetts
$1.38M +$1.23M +21,420 New
FFS
1144
Founders Financial Securities
Maryland
$1.36M +$7.04K +123 +0.6%
CCT
1145
Country Club Trust
Missouri
$1.36M +$80.6K +1,407 +7%
MBT
1146
Montecito Bank & Trust
California
$1.35M +$45.9K +801 +4%
WIC
1147
Woodmont Investment Counsel
Tennessee
$1.35M +$34.4K +600 +3%
CBU
1148
CIBC Bank USA
Illinois
$1.35M +$82.3K +1,437 +7%
SAM
1149
Sawgrass Asset Management
Florida
$1.35M -$431K -7,530 -26%
HIA
1150
Harbor Investment Advisory
Maryland
$1.34M +$1.2M +20,938 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.