Bristol-Myers Squibb
BMY
1,328 hedge funds and large institutions have $61.1B invested in Bristol-Myers Squibb in 2014 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 461 increasing their positions, 567 reducing their positions, and 60 closing their positions.
50% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 60
16% more call options, than puts
Call options by funds: $856M | Put options by funds: $741M
1% more funds holding
Funds holding: 1,313 → 1,328 (+15)
0.51% more ownership
Funds ownership: 70.46% → 70.98% (+0.51%)
1% less capital invested
Capital invested by funds: $61.7B → $61.1B (-$592M)
12% less funds holding in top 10
Funds holding in top 10: 65 → 57 (-8)
19% less repeat investments, than reductions
Existing positions increased: 461 | Existing positions reduced: 567
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.5B |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$512M |
| 3 |
TCIM
TIAA CREF Investment Management
New York
|
+$195M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
+$161M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$149M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$1.5B |
| 2 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$297M |
| 3 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$255M |
| 4 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
-$179M |
| 5 |
Citigroup
New York
|
-$173M |
BMY Hedge Fund Activity: Q1 2014 in Review
1,328 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q1 2014, worth a combined $61.1B — down 0.96% from $61.7B a quarter earlier.
Buyers outnumbered sellers: 90 funds opened new BMY positions and 60 closed out — a net gain of 30 holders — while 461 added to existing stakes and 567 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $1.5B. The largest seller was Capital World Investors, cutting an estimated $1.5B.
- 1,328 institutional investors held Bristol-Myers Squibb (BMY) as of Q1 2014, up from 1,313 in Q4 2013.
- Funds reported $61.1B of Bristol-Myers Squibb stock for Q1 2014, down 0.96% quarter-over-quarter.
- 90 funds opened new Bristol-Myers Squibb positions in Q1 2014 and 60 closed out, a net change of +30 holders.
- The largest Bristol-Myers Squibb buyer in Q1 2014 was Fidelity Investments, an estimated $1.5B added.
- The largest Bristol-Myers Squibb seller in Q1 2014 was Capital World Investors, an estimated $1.5B sold.
Based on aggregated 13F filings for Q1 2014.