We are live on ! Find out more
BMY icon

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
CA
1326
Claro Advisors
Massachusetts
$928K +$63.2K +1,103 +8%
AWE
1327
Avidian Wealth Enterprises
Texas
$924K -$162K -2,837 -16%
ST
1328
Sabal Trust
Florida
$922K +$2.86K +50 +0.3%
CPIA
1329
Cornell Pochily Investment Advisors
New York
$922K +$164K +2,858 +25%
BBL
1330
Beck Bode LLC
Massachusetts
$920K -$39.4K -688 -5%
ALAM
1331
Asahi Life Asset Management
Japan
$920K +$95.6K +1,670 +13%
SWM
1332
Sugarloaf Wealth Management
Georgia
$914K +$815K +14,238 New
FCFC
1333
First Commonwealth Financial Corp
Pennsylvania
$910K +$3.04K +53 +0.4%
OFG
1334
OmniStar Financial Group
North Carolina
$909K -$752K -13,129 -48%
WG
1335
Welch Group
Alabama
$909K +$189K +3,308 +30%
EP
1336
Eudaimonia Partners
Tennessee
$909K +$812K +14,171 New
CFA
1337
Camarda Financial Advisors
Florida
$908K -$408K -7,120 -33%
NIM
1338
Northeast Investment Management
Massachusetts
$907K -$10.3K -179 -1%
CCM
1339
Chilton Capital Management
Texas
$904K -$85.9K -1,500 -10%
CP
1340
Camelot Portfolios
Ohio
$902K +$8.25K +144 +1%
AF
1341
Ally Financial
Michigan
$899K -$344K -6,000 -30%
NP
1342
NorthRock Partners
Minnesota
$899K +$501K +8,750 +167%
BS
1343
Banco Santander
Spain
$896K -$21.9K -382 -3%
AP
1344
Atwood & Palmer
Missouri
$893K +$121K +2,120 +18%
CCMIC
1345
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$889K +$43K +750 +6%
SC
1346
SRB Corp
Massachusetts
$887K +$244K +4,253 +44%
HC
1347
HNP Capital
New York
$885K +$25.8K +450 +3%
BJL
1348
Brighton Jones LLC
Washington
$884K +$216K +3,769 +38%
FCA
1349
FinTrust Capital Advisors
South Carolina
$883K +$493K +8,609 +167%
MFW
1350
Meristem Family Wealth
Minnesota
$881K +$47.5K +829 +6%

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.