Bristol-Myers Squibb
BMY
1,642 hedge funds and large institutions have $73.8B invested in Bristol-Myers Squibb in 2017 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 611 increasing their positions, 651 reducing their positions, and 66 closing their positions.
94% more first-time investments, than exits
New positions opened: 128 | Existing positions closed: 66
32% more funds holding in top 10
Funds holding in top 10: 44 → 58 (+14)
25% more call options, than puts
Call options by funds: $1.96B | Put options by funds: $1.56B
15% more capital invested
Capital invested by funds: $64B → $73.8B (+$9.81B)
3% more funds holding
Funds holding: 1,595 → 1,642 (+47)
0.94% more ownership
Funds ownership: 69.58% → 70.51% (+0.94%)
6% less repeat investments, than reductions
Existing positions increased: 611 | Existing positions reduced: 651
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
+$307M |
| 2 |
Jennison Associates
New York
|
+$218M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$212M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$183M |
| 5 |
Parnassus Investments
San Francisco,
California
|
+$158M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$332M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$198M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$162M |
| 4 |
Renaissance Technologies
New York
|
-$154M |
| 5 |
State Street
Boston,
Massachusetts
|
-$126M |
BMY Hedge Fund Activity: Q3 2017 in Review
1,642 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q3 2017, worth a combined $73.8B — up 15% from $64B a quarter earlier.
Buyers outnumbered sellers: 128 funds opened new BMY positions and 66 closed out — a net gain of 62 holders — while 611 added to existing stakes and 651 trimmed.
The largest buyer was Orbis Allan Gray, opening a new position worth an estimated $307M. The largest seller was Fidelity Investments, cutting an estimated $332M.
- 1,642 institutional investors held Bristol-Myers Squibb (BMY) as of Q3 2017, up from 1,595 in Q2 2017.
- Funds reported $73.8B of Bristol-Myers Squibb stock for Q3 2017, up 15% quarter-over-quarter.
- 128 funds opened new Bristol-Myers Squibb positions in Q3 2017 and 66 closed out, a net change of +62 holders.
- The largest Bristol-Myers Squibb buyer in Q3 2017 was Orbis Allan Gray, an estimated $307M added.
- The largest Bristol-Myers Squibb seller in Q3 2017 was Fidelity Investments, an estimated $332M sold.
Based on aggregated 13F filings for Q3 2017.