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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
CPA
1151
Cowen Prime Advisors
New York
$507K
ST
1152
Sabal Trust
Florida
$507K +$24.5K +451 +5%
CIC
1153
Cornercap Investment Counsel
Georgia
$507K +$494K +9,085 New
MPWT
1154
MassMutual Private Wealth & Trust
Connecticut
$505K -$134K -2,463 -21%
AWM
1155
Altavista Wealth Management
North Carolina
$504K -$108K -1,976 -18%
HB
1156
Homrich & Berg
Georgia
$499K -$159K -2,925 -25%
GCP
1157
GSA Capital Partners
United Kingdom
$495K -$4.16M -76,462 -90%
VCM
1158
Vigilant Capital Management
Maine
$495K
CHJWM
1159
Carlton Hofferkamp & Jenks Wealth Management
Texas
$495K +$54.4K +1,000 +13%
Koshinski Asset Management
1160
Koshinski Asset Management
Illinois
$494K +$153K +2,820 +47%
SCP
1161
Seizert Capital Partners
Michigan
$493K -$46.8K -860 -9%
FWP
1162
FAS Wealth Partners
Kansas
$493K -$24.6K -452 -5%
PFGIA
1163
Patriot Financial Group Insurance Agency
Massachusetts
$490K +$31.2K +574 +7%
AWA
1164
Arete Wealth Advisors
Illinois
$489K +$478K +8,782 New
FC
1165
FIC Capital
New York
$488K
LA
1166
Lau Associates
Delaware
$485K -$30.8K -566 -6%
SFG
1167
SevenBridge Financial Group
Pennsylvania
$484K -$542K -9,961 -53%
CCM
1168
Carderock Capital Management
Maryland
$483K -$135K -2,475 -22%
CBU
1169
CIBC Bank USA
Illinois
$483K -$87.3K -1,605 -16%
RMA
1170
Roffman Miller Associates
Pennsylvania
$482K -$180K -3,309 -28%
FMC
1171
First Merchants Corp
Indiana
$482K -$32.6K -600 -6%
FCFC
1172
First Commonwealth Financial Corp
Pennsylvania
$482K +$470K +8,642 New
ACI
1173
Alpha Cubed Investments
California
$480K -$465K -8,537 -50%
EGA
1174
Eagle Global Advisors
Texas
$480K +$469K +8,620 New
BCM
1175
Bourgeon Capital Management
Connecticut
$479K -$102K -1,880 -18%

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.