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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
LOAMS
1276
Lombard Odier Asset Management (Switzerland)
Switzerland
$362K
REMPR
1277
Roof Eidam Maycock Peralta (REMP)
California
$361K -$6.8K -125 -2%
PTC
1278
Provident Trust Company
Wisconsin
$360K
WIP
1279
Wellesley Investment Partners
Massachusetts
$360K
PG
1280
PEAK6 Group
Illinois
$359K -$6.53M -119,961 -95%
WA1
1281
Wimmer Associates 1
California
$359K -$38.6K -710 -10%
Lido Advisors
1282
Lido Advisors
California
$357K -$36.6K -672 -9%
CAL
1283
Capital Advisors Ltd
Ohio
$357K +$490 +9 +0.1%
AAM
1284
Auxier Asset Management
Oregon
$356K -$54.4K -1,000 -14%
WF
1285
WealthTrust Fairport
Ohio
$353K
KP
1286
Keel Point
Alabama
$352K +$2.12K +39 +0.6%
QI
1287
Quotient Investors
New York
$351K -$49K -900 -13%
CFMC
1288
Curbstone Financial Management Corp
New Hampshire
$351K
LWAC
1289
Laurel Wealth Advisors (California)
California
$351K +$22.7K +418 +7%
AIM
1290
Acropolis Investment Management
Missouri
$351K +$189K +3,466 +123%
WP
1291
WMS Partners
Maryland
$350K -$57.5K -1,057 -14%
FHB
1292
First Hawaiian Bank
Hawaii
$350K +$18K +330 +6%
CIA
1293
CCM Investment Advisers
South Carolina
$346K -$490K -9,000 -59%
SWA
1294
SFMG Wealth Advisors
Texas
$345K -$42K -771 -11%
VC
1295
Vicus Capital
Pennsylvania
$345K +$5.77K +106 +2%
HC
1296
Hourglass Capital
Texas
$343K
SAA
1297
Southeast Asset Advisors
Georgia
$343K +$109 +2 +0%
MCM
1298
Marathon Capital Management
Maryland
$341K -$8.16K -150 -2%
MWP
1299
MYCIO Wealth Partners
Pennsylvania
$338K -$96.9K -1,780 -23%
CA
1300
Cornerstone Advisory
Maryland
$338K -$34.4K -632 -9%

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.