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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
PWW
1226
Pettyjohn Wood & White
Virginia
$408K -$27.2K -500 -6%
PFM
1227
Parsec Financial Management
North Carolina
$407K -$8K -147 -2%
NWP
1228
Northstar Wealth Partners
Connecticut
$405K -$23.9K -439 -6%
SAM
1229
Security Asset Management
New York
$404K
VST
1230
Van Strum & Towne
California
$401K
BMC
1231
Benin Management Corp
Connecticut
$400K +$5.55K +102 +1%
CHAM
1232
Clear Harbor Asset Management
Connecticut
$398K -$5.44K -100 -1%
AHB
1233
Abner Herrman & Brock
New Jersey
$398K +$389K +7,142 New
DWM
1234
Darwin Wealth Management
Florida
$397K -$32.1K -589 -8%
OA
1235
Outfitter Advisors
Virginia
$397K -$4.63K -85 -1%
EA
1236
Elm Advisors
California
$397K
DLCIG
1237
D.L. Carlson Investment Group
New Hampshire
$396K
IIM
1238
Ironwood Investment Management
Massachusetts
$396K
PCA
1239
Private Capital Advisors
Connecticut
$395K
PGA
1240
Portland Global Advisors
Maine
$394K -$12K -220 -3%
IPAM
1241
ICICI Prudential Asset Management
India
$393K
SCA
1242
STALEY CAPITAL ADVISERS
Pennsylvania
$389K +$1.2K +22 +0.3%
IAMOG
1243
Investors Asset Management of Georgia
Georgia
$389K +$61.2K +1,125 +19%
CWM
1244
Cornerstone Wealth Management
Missouri
$388K +$81K +1,488 +27%
BWA
1245
Burt Wealth Advisors
Maryland
$388K +$91.1K +1,675 +32%
CWP
1246
Capital Wealth Planning
Florida
$388K +$379K +6,968 New
AFP
1247
Ausdal Financial Partners
Iowa
$387K +$17K +313 +5%
SG
1248
StoneX Group
New York
$386K +$377K +6,928 New
B
1249
BancorpSouth
Mississippi
$385K +$38K +698 +11%
BWFA
1250
Baltimore-Washington Financial Advisors
Maryland
$385K +$376K +6,918 New

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.