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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
ED
1326
Exane Derivatives
France
$313K -$85.3K -1,568 -22%
BMCM
1327
Bryn Mawr Capital Management
Pennsylvania
$312K +$38.8K +713 +15%
PG
1328
Patten Group
Tennessee
$310K -$64.3K -1,182 -18%
PL
1329
Plancorp LLC
Missouri
$308K -$21.8K -400 -7%
ECM
1330
Evergreen Capital Management
Washington
$308K
GXMC
1331
Global X Management Company
New York
$307K -$4.52K -83 -1%
AW
1332
Alpha Windward
Massachusetts
$307K +$4.57K +84 +2%
FMT
1333
First Mercantile Trust
Tennessee
$306K -$30K -552 -9%
HA
1334
Harbor Advisors
Florida
$306K
GIA
1335
GHP Investment Advisors
Colorado
$304K -$143K -2,620 -32%
MTC
1336
McDaniel Terry & Co
Texas
$304K
CS
1337
Comerica Securities
Michigan
$301K +$12.4K +228 +4%
MWM
1338
Modera Wealth Management
New Jersey
$299K +$109 +2 +0%
I
1339
IberiaBank
Louisiana
$298K -$36.8K -676 -11%
EWM
1340
Edge Wealth Management
New York
$298K
EDRIA
1341
Edmonds Duncan Registered Investment Advisors
Kansas
$298K
PHAM
1342
Palisades Hudson Asset Management
Florida
$297K +$9.58K +176 +3%
SGK
1343
Steigerwald Gordon & Koch
Virginia
$295K -$9.69K -178 -3%
EMG
1344
Ellington Management Group
Connecticut
$295K +$288K +5,300 New
CIC
1345
Chilton Investment Company
Connecticut
$294K +$1.42K +26 +0.5%
BCP
1346
Berkeley Capital Partners
Georgia
$293K -$111K -2,046 -28%
NEPWA
1347
New England Private Wealth Advisors
Massachusetts
$293K -$70.7K -1,300 -20%
AAC
1348
Asset Advisors Corp
Georgia
$293K -$21.8K -400 -7%
SFG
1349
SNS Financial Group
Minnesota
$293K -$19.9K -366 -6%
HPWM
1350
Highland Private Wealth Management
Washington
$292K +$286K +5,247 New

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.