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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
AIM
1301
Avity Investment Management
Connecticut
$336K
LSA
1302
L & S Advisors
California
$336K
KWMG
1303
King Wealth Management Group
Florida
$334K -$32.5K -598 -9%
ZB
1304
Zions Bancorporation
Utah
$332K -$4.95K -91 -2%
RCM
1305
RB Capital Management
Nevada
$332K +$13K +239 +4%
FA
1306
FCG Advisors
New Jersey
$331K -$10.2K -188 -3%
CIM
1307
CIM Investment Management
Pennsylvania
$331K -$5.06K -93 -2%
BW
1308
Biegel & Waller
Maryland
$330K
UBWV
1309
United Bank (West Virginia)
West Virginia
$327K -$57.1K -1,050 -15%
VIA
1310
Vantage Investment Advisors
Pennsylvania
$326K -$31.7K -583 -9%
MMPW
1311
Mitchell McLeod Pugh & Williams
Alabama
$326K +$109 +2 +0%
HIM
1312
Hillsdale Investment Management
Ontario, Canada
$326K +$318K +5,840 New
RP
1313
Rowlandmiller & Partners
Georgia
$326K
BFPW
1314
BOK Financial Private Wealth
Colorado
$324K
EBSAM
1315
Eubel Brady & Suttman Asset Management
Ohio
$324K
CBTWT
1316
Community Bank & Trust (Waco, Texas)
Texas
$323K
FPB
1317
First PREMIER Bank
South Dakota
$322K -$47.6K -874 -13%
PCM
1318
Perritt Capital Management
Illinois
$322K -$5.44K -100 -2%
BCCM
1319
Bridge Creek Capital Management
Massachusetts
$321K
SHGA
1320
Sand Hill Global Advisors
California
$320K +$7.13K +131 +2%
WTB
1321
Washington Trust Bank
Washington
$319K -$54.7K -1,005 -15%
SRIM
1322
Saratoga Research & Investment Management
California
$318K
HA
1323
Halsey Associates
Connecticut
$316K +$17.3K +318 +6%
SSA
1324
Schonfeld Strategic Advisors
New York
$313K -$2.42M -44,383 -89%
TPWA
1325
TRUE Private Wealth Advisors
Oregon
$313K +$17.7K +325 +6%

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.