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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
RE
1226
RBC Europe
United Kingdom
$1.16M +$164K +2,864 +19%
GA
1227
Greytown Advisors
Florida
$1.16M -$9.16K -160 -0.9%
SSWM
1228
Smith Salley Wealth Management
North Carolina
$1.16M +$801K +13,981 +349%
FIM
1229
Fruth Investment Management
Texas
$1.15M +$19K +332 +2%
WC
1230
Whitnell & Co
Illinois
$1.15M +$235K +4,103 +30%
TFCM
1231
Taylor Frigon Capital Management
Arizona
$1.14M +$1.02M +17,812 New
GD
1232
Grandfield & Dodd
New York
$1.14M +$146K +2,544 +17%
AI
1233
Accredited Investors
Minnesota
$1.14M +$63K +1,100 +7%
WP
1234
WealthSource Partners
California
$1.14M +$605K +10,562 +147%
HCM
1235
Hengehold Capital Management
Ohio
$1.14M
CT
1236
Chicago Trust
Illinois
$1.14M +$4.01K +70 +0.4%
EM
1237
Excalibur Management
Massachusetts
$1.14M +$13.2K +230 +1%
PAS
1238
Park Avenue Securities
New York
$1.13M +$250K +4,359 +33%
VF
1239
Virtu Financial
New York
$1.13M -$436K -7,608 -30%
TBNY
1240
Trustco Bank (New York)
New York
$1.13M -$6.13K -107 -0.6%
MPWT
1241
MassMutual Private Wealth & Trust
Connecticut
$1.13M +$153K +2,676 +18%
DWM
1242
Dorchester Wealth Management
Quebec, Canada
$1.13M -$108K -1,878 -10%
SCM
1243
SOL Capital Management
Maryland
$1.13M +$4.58K +80 +0.5%
LMAM
1244
Legg Mason Asset Management
Japan
$1.13M +$1.02M +17,750 New
IDBONY
1245
Israel Discount Bank of New York
New York
$1.12M +$318K +5,553 +47%
1WA
1246
180 Wealth Advisors
Washington
$1.12M +$633K +11,060 +193%
MCM
1247
Maryland Capital Management
Maryland
$1.11M +$27.5K +480 +3%
MWP
1248
MYCIO Wealth Partners
Pennsylvania
$1.11M +$525K +9,172 +113%
GTCM
1249
Gyon Technologies Capital Management
New Jersey
$1.11M +$989K +17,266 New
BCA
1250
Bay Colony Advisors
Massachusetts
$1.11M +$252K +4,401 +37%

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.