Bristol-Myers Squibb
BMY
1,313 hedge funds and large institutions have $61.7B invested in Bristol-Myers Squibb in 2013 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 389 increasing their positions, 567 reducing their positions, and 39 closing their positions.
359% more first-time investments, than exits
New positions opened: 179 | Existing positions closed: 39
27% more funds holding in top 10
Funds holding in top 10: 51 → 65 (+14)
11% more funds holding
Funds holding: 1,188 → 1,313 (+125)
10% more capital invested
Capital invested by funds: $56.2B → $61.7B (+$5.46B)
1.16% more ownership
Funds ownership: 69.3% → 70.46% (+1.2%)
11% less call options, than puts
Call options by funds: $776M | Put options by funds: $870M
31% less repeat investments, than reductions
Existing positions increased: 389 | Existing positions reduced: 567
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
+$734M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$436M |
| 3 |
PHS
PFM Health Sciences
San Francisco,
California
|
+$384M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$314M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$312M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$804M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$408M |
| 3 |
AIG
American International Group
New York
|
-$281M |
| 4 |
Renaissance Technologies
New York
|
-$219M |
| 5 |
Bank of New York Mellon
New York
|
-$195M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LCM
1351
Laurion Capital Management
New York
| – | -$10.2K | -200 | Closed |
|
1352
Group One Trading
Chicago,
Illinois
| – | -$5K | -100 | Closed |
|
|
PFO
1353
Pathstone Family Office
Englewood,
New Jersey
| – | -$2K | -43 | Closed |
|
BMY Hedge Fund Activity: Q4 2013 in Review
1,313 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q4 2013, worth a combined $61.7B — up 9.7% from $56.2B a quarter earlier.
Buyers outnumbered sellers: 179 funds opened new BMY positions and 39 closed out — a net gain of 140 holders — while 389 added to existing stakes and 567 trimmed.
The largest buyer was Jennison Associates, adding an estimated $734M. The largest seller was Capital World Investors, cutting an estimated $804M.
- 1,313 institutional investors held Bristol-Myers Squibb (BMY) as of Q4 2013, up from 1,188 in Q3 2013.
- Funds reported $61.7B of Bristol-Myers Squibb stock for Q4 2013, up 9.7% quarter-over-quarter.
- 179 funds opened new Bristol-Myers Squibb positions in Q4 2013 and 39 closed out, a net change of +140 holders.
- The largest Bristol-Myers Squibb buyer in Q4 2013 was Jennison Associates, an estimated $734M added.
- The largest Bristol-Myers Squibb seller in Q4 2013 was Capital World Investors, an estimated $804M sold.
Based on aggregated 13F filings for Q4 2013.