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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
AWM
1276
Altium Wealth Management
New York
$1.05M +$474K +8,285 +104%
BCMO
1277
Buckingham Capital Management (Ohio)
Ohio
$1.04M +$930K +16,241 New
TA
1278
TCG Advisors
Texas
$1.04M -$15.6K -272 -2%
JIC
1279
Joel Isaacson & Co
New York
$1.04M +$190K +3,318 +26%
EWA
1280
EP Wealth Advisors
California
$1.03M +$545K +9,513 +146%
FNFDCM
1281
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.03M -$229 -4 -0%
MWM
1282
Meridian Wealth Management
Kentucky
$1.03M +$391K +6,826 +74%
CGL
1283
Clarius Group LLC
Washington
$1.03M +$318K +5,547 +56%
FM
1284
Family Management
New York
$1.02M -$70.8K -1,236 -7%
VLKIM
1285
Van Lanschot Kempen Investment Management
Netherlands
$1.02M +$865K +15,101 +1,959%
MAM
1286
Mastrapasqua Asset Management
Tennessee
$1.02M -$15.5K -270 -2%
CC
1287
Cypress Capital
Tennessee
$1.01M +$59.9K +1,046 +7%
BMA
1288
Brooks Moore & Associates
Tennessee
$1.01M -$146K -2,545 -14%
EI
1289
Ethic Inc
New York
$1.01M +$899K +15,693 New
LSPW
1290
Lake Street Private Wealth
Illinois
$1M +$896K +15,652 New
ACM
1291
AlphaCrest Capital Management
New York
$1M -$1.42M -24,800 -61%
VCWA
1292
Vanguard Capital Wealth Advisors
Colorado
$1M +$25.5K +446 +3%
M
1293
MOTCO
Texas
$1M +$115K +2,011 +15%
PFS
1294
Physicians Financial Services
North Carolina
$999K +$203K +3,539 +29%
PP
1295
PagnatoKarp Partners
Virginia
$995K +$46.4K +811 +6%
IWC
1296
Integrated Wealth Concepts
Massachusetts
$991K +$501K +8,753 +131%
EWM
1297
Evermay Wealth Management
Virginia
$989K +$183K +3,190 +26%
LFASL
1298
Lugano Financial Advisors SA (LFA)
Switzerland
$987K +$881K +15,380 New
GRP
1299
Global Retirement Partners
California
$986K +$77.3K +1,349 +10%
PAM
1300
Palisade Asset Management
Minnesota
$977K +$92.8K +1,621 +12%

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.