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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
KMWM
1251
Keudell/Morrison Wealth Management
Oregon
$1.1M +$339K +5,924 +53%
PCM
1252
Perkins Capital Management
Minnesota
$1.1M -$88.8K -1,550 -8%
NCM
1253
Neumann Capital Management
California
$1.1M +$346K +6,045 +55%
MCM
1254
Maple Capital Management
Vermont
$1.1M +$579K +10,110 +145%
HIM
1255
Hotaling Investment Management
Pennsylvania
$1.09M
SA
1256
Strategic Advisors
New York
$1.09M +$20.4K +356 +2%
PWMG
1257
Prestige Wealth Management Group
New Jersey
$1.09M +$14.6K +255 +2%
CAG
1258
Csenge Advisory Group
Florida
$1.08M +$322K +5,626 +50%
CB
1259
CNB Bank
Pennsylvania
$1.08M +$87.9K +1,535 +10%
NB
1260
Nicolet Bankshares
Wisconsin
$1.07M +$27.4K +478 +3%
SOAMC
1261
Spirit of America Management Corp
New York
$1.07M +$157K +2,750 +20%
ICM
1262
IMS Capital Management
Oregon
$1.07M +$225K +3,921 +31%
DBRC
1263
D.B. Root & Company
Pennsylvania
$1.07M -$26.5K -463 -3%
NAM
1264
North American Management
Massachusetts
$1.07M +$597K +10,418 +166%
TMAM
1265
Tokio Marine Asset Management
Japan
$1.07M +$165K +2,877 +21%
BCA
1266
Bray Capital Advisors
Florida
$1.06M +$110K +1,912 +13%
CMTU
1267
Capital Markets Trading (UK)
United Kingdom
$1.06M +$950K +16,596 New
CCM
1268
Community Capital Management
Florida
$1.06M +$510K +8,902 +116%
WC
1269
Westhampton Capital
North Carolina
$1.06M +$438K +7,650 +87%
FWM
1270
Foresight Wealth Management
Utah
$1.05M -$59.3K -1,036 -6%
AC
1271
Athanor Capital
New York
$1.05M +$395K +6,900 New
FNBOO
1272
First National Bank of Omaha
Nebraska
$1.05M +$10.6K +185 +1%
CIC
1273
Crawford Investment Counsel
Georgia
$1.05M +$19.2K +335 +2%
PL
1274
Perpetual Ltd
Australia
$1.05M
YWP
1275
YorkBridge Wealth Partners
New York
$1.05M -$213K -3,718 -19%

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.