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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
LAM
1176
Lingohr Asset Management
Germany
$1.26M +$418K +7,300 +58%
BRWM
1177
B. Riley Wealth Management
Tennessee
$1.26M +$568K +9,922 +102%
PL
1178
Polianta Ltd
Jersey
$1.26M -$326K -5,700 -23%
CCFCSB
1179
Cape Cod Five Cents Savings Bank
Massachusetts
$1.26M -$38K -663 -3%
CPA
1180
Court Place Advisors
Maryland
$1.25M +$31.8K +556 +3%
IFWM
1181
Institute for Wealth Management
Colorado
$1.25M +$387K +6,752 +53%
ESB
1182
Essex Savings Bank
Connecticut
$1.25M +$180K +3,143 +19%
DWM
1183
Doyle Wealth Management
Florida
$1.25M +$22.3K +390 +2%
SBL
1184
Sargent Bickham Lagudis
Colorado
$1.25M +$68.4K +1,194 +7%
BB
1185
Bell Bank
North Dakota
$1.25M +$170K +2,961 +18%
XWM
1186
Xcel Wealth Management
Florida
$1.25M +$1.11M +19,411 New
SAM
1187
Secure Asset Management
Michigan
$1.24M +$1.1M +19,259 New
ACM
1188
Ategra Capital Management
Virginia
$1.24M
ST
1189
Smithfield Trust
Pennsylvania
$1.23M -$24.4K -426 -2%
TC
1190
Trust Company
Kansas
$1.23M +$6.36K +111 +0.6%
SMC
1191
Smith, Moore & Co
Missouri
$1.23M +$35.2K +615 +3%
PWSG
1192
Pacific Wealth Strategies Group
California
$1.23M +$13.3K +232 +1%
MM
1193
Meridian Management
Arkansas
$1.23M +$506K +8,837 +85%
PCM
1194
Prelude Capital Management
New York
$1.23M +$1.09M +19,088 New
NWP
1195
Northstar Wealth Partners
Connecticut
$1.22M +$1.09M +19,070 New
VFA
1196
Valeo Financial Advisors
Indiana
$1.22M +$18.4K +322 +2%
RCIM
1197
Russell Clark Investment Management
United Kingdom
$1.22M +$1.09M +19,000 New
BBI
1198
Baxter Bros Inc
Connecticut
$1.22M +$82.8K +1,446 +8%
GPA
1199
Garrison Point Advisors
California
$1.22M +$376K +6,565 +53%
CBB
1200
Citizens Business Bank
California
$1.22M -$28.8K -503 -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.