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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
IWM
1151
IHT Wealth Management
Illinois
$1.34M +$356K +6,219 +42%
DJSG
1152
D.J. St. Germain
Massachusetts
$1.34M +$711K +12,415 +146%
LRPA
1153
L. Roy Papp & Associates
Arizona
$1.34M +$972K +16,973 +431%
CFMC
1154
Curbstone Financial Management Corp
New Hampshire
$1.33M +$63.6K +1,110 +6%
Fayez Sarofim & Co
1155
Fayez Sarofim & Co
Texas
$1.32M +$30.1K +525 +3%
CONA
1156
Capital One National Association
New York
$1.32M +$1.18M +20,568 New
HCM
1157
Highlander Capital Management
New Jersey
$1.32M -$172K -3,000 -13%
GIA
1158
Guyasuta Investment Advisors
Pennsylvania
$1.31M +$183K +3,199 +18%
FNT
1159
First Nebraska Trust
Nebraska
$1.31M +$27.8K +485 +2%
CAM
1160
Claret Asset Management
Quebec, Canada
$1.31M +$69.5K +1,214 +6%
FHA
1161
First Horizon Advisors
Tennessee
$1.3M +$16.6K +290 +1%
WA
1162
WBH Advisory
Maryland
$1.3M +$168K +2,929 +17%
WDA
1163
Wendell David Associates
New Hampshire
$1.3M +$331K +5,775 +40%
VAS
1164
Vestmark Advisory Solutions
Massachusetts
$1.3M +$524K +9,150 +83%
FA
1165
Fagan Associates
New York
$1.29M +$737K +12,865 +177%
ACM
1166
Adalta Capital Management
New York
$1.29M -$10K -175 -0.9%
WIA
1167
Westbourne Investment Advisors
Maryland
$1.29M -$166K -2,895 -13%
KCM
1168
Kendall Capital Management
Maryland
$1.28M +$124K +2,170 +12%
SM
1169
SG3 Management
Puerto Rico
$1.28M +$1.15M +20,000 New
PIG
1170
Pantheon Investment Group
California
$1.28M +$1.15M +20,038 New
BDWM
1171
Brewin Dolphin Wealth Management
Ireland
$1.28M -$443K -7,730 -28%
ECM
1172
Estabrook Capital Management
New York
$1.28M +$17.2K +300 +2%
9WM
1173
9258 Wealth Management
Ohio
$1.27M +$110K +1,919 +11%
RB
1174
Rodgers Brothers
Pennsylvania
$1.27M +$1.13M +19,751 New
FHA
1175
Flagship Harbor Advisors
Massachusetts
$1.26M +$163K +2,850 +17%

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.