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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
IIM
1251
Intact Investment Management
Quebec, Canada
$384K
LRPA
1252
L. Roy Papp & Associates
Arizona
$384K +$70.7K +1,300 +23%
FHC
1253
First Heartland Consultants
Missouri
$381K +$65K +1,195 +21%
UBV
1254
United Bank (Virginia)
Virginia
$380K
JCM
1255
Jacobi Capital Management
Pennsylvania
$380K +$8.44K +155 +2%
SWM
1256
Segment Wealth Management
Texas
$380K +$14.9K +274 +4%
DLHL
1257
Donald L. Hagan LLC
Florida
$379K
NCM
1258
Noesis Capital Mangement
Florida
$377K -$183K -3,372 -33%
CM
1259
Cornerstone Management
Georgia
$375K -$55.7K -1,023 -13%
EA
1260
Edge Advisors
Georgia
$375K -$11.3K -207 -3%
CPIG
1261
Chicago Partners Investment Group
Illinois
$375K +$111K +2,033 +45%
TCM
1262
Traynor Capital Management
Pennsylvania
$374K +$3.48K +64 +0.9%
MGIA
1263
Moneta Group Investment Advisors
Missouri
$374K +$365K +6,709 New
CBOR
1264
Community Bank of Raymore
Missouri
$372K -$2.72K -50 -0.7%
CCMD
1265
Cypress Capital Management (Delaware)
Delaware
$371K +$362K +6,650 New
SMH
1266
Sanders Morris Harris
Texas
$369K
NFG
1267
Nadler Financial Group
Illinois
$369K +$707 +13 +0.2%
SCM
1268
Southport Capital Management
Tennessee
$369K +$11.2K +205 +3%
ACM
1269
Ashford Capital Management
Delaware
$368K
WAM
1270
Winslow Asset Management
Ohio
$368K +$17.4K +320 +5%
NG
1271
Northstar Group
New York
$368K +$60.9K +1,120 +20%
CANY
1272
Caxton Associates (New York)
New York
$368K +$359K +6,600 New
BSA
1273
Braun Stacey Associates
New York
$367K -$624K -11,470 -64%
WA
1274
Wealth Architects
California
$367K -$22.1K -406 -6%
Jones Financial Companies
1275
Jones Financial Companies
Missouri
$365K +$80.5K +1,479 +29%

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.