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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
APP
1201
Avantax Planning Partners
Iowa
$1.21M +$128K +2,242 +14%
BFM
1202
Boston Financial Management
Massachusetts
$1.21M -$36.3K -633 -3%
CFA
1203
Carroll Financial Associates
North Carolina
$1.2M +$65.6K +1,146 +7%
ETI
1204
Enterprise Trust & Investment
California
$1.2M +$1.07M +18,750 New
GW
1205
GW & Wade
Massachusetts
$1.2M -$36.4K -635 -3%
TPCW
1206
TD Private Client Wealth
New York
$1.2M +$1.07M +18,649 New
CCA
1207
Checchi Capital Advisers
California
$1.2M +$305K +5,325 +40%
Cetera Investment Advisers
1208
Cetera Investment Advisers
Illinois
$1.19M +$130K +2,265 +14%
ZCA
1209
Zeke Capital Advisors
Pennsylvania
$1.19M +$632K +11,038 +147%
CWM
1210
Concentric Wealth Management
California
$1.19M +$675K +11,792 +175%
IP
1211
Investment Partners
Ohio
$1.19M -$28.4K -496 -3%
AIM
1212
Alhambra Investment Management
Florida
$1.19M +$1.06M +18,492 New
CM
1213
Columbus Macro
Pennsylvania
$1.18M +$1.06M +18,429 New
UCMOK
1214
United Capital Management of KS
Kansas
$1.18M +$69.4K +1,211 +7%
PNAA
1215
Pictet North America Advisors
Switzerland
$1.18M +$1.05M +18,385 New
BMC
1216
Beaton Management Company
Massachusetts
$1.18M +$34.4K +600 +3%
FFBTD
1217
First Financial Bank - Trust Division
Ohio
$1.18M +$111K +1,940 +12%
RCG
1218
Rock Creek Group
District of Columbia
$1.18M -$51.5K -899 -5%
RBFC
1219
Roman Butler Fullerton & Co
Missouri
$1.18M +$16.6K +289 +2%
CCM
1220
Cullen Capital Management
New York
$1.17M -$349K -6,095 -25%
ONST
1221
Old North State Trust
North Carolina
$1.17M +$90.3K +1,576 +10%
SAG
1222
Spotlight Asset Group
Illinois
$1.16M +$1.13M +19,750 New
HT
1223
HighTower Trust
Texas
$1.16M +$49.8K +870 +5%
ANRIA
1224
American National Registered Investment Advisor
Texas
$1.16M +$704K +12,287 +211%
FMTCOCP
1225
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.16M +$133K +2,325 +15%

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.