Bristol-Myers Squibb
BMY
1,411 hedge funds and large institutions have $75.1B invested in Bristol-Myers Squibb in 2014 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 437 increasing their positions, 573 reducing their positions, and 52 closing their positions.
231% more first-time investments, than exits
New positions opened: 172 | Existing positions closed: 52
44% more funds holding in top 10
Funds holding in top 10: 43 → 62 (+19)
23% more capital invested
Capital invested by funds: $60.9B → $75.1B (+$14.2B)
8% more funds holding
Funds holding: 1,303 → 1,411 (+108)
0.53% more ownership
Funds ownership: 71.85% → 72.38% (+0.53%)
24% less repeat investments, than reductions
Existing positions increased: 437 | Existing positions reduced: 573
38% less call options, than puts
Call options by funds: $663M | Put options by funds: $1.07B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$426M |
| 2 |
Brown Advisory
Baltimore,
Maryland
|
+$334M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$286M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$200M |
| 5 |
O
OppenheimerFunds
New York
|
+$193M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
Institutional Capital
Chicago,
Illinois
|
-$251M |
| 2 |
JP Morgan Chase
New York
|
-$209M |
| 3 |
HSBC Holdings
London,
United Kingdom
|
-$180M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$158M |
| 5 |
Capital World Investors
Los Angeles,
California
|
-$155M |
BMY Hedge Fund Activity: Q4 2014 in Review
1,411 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q4 2014, worth a combined $75.1B — up 23% from $60.9B a quarter earlier.
Buyers outnumbered sellers: 172 funds opened new BMY positions and 52 closed out — a net gain of 120 holders — while 437 added to existing stakes and 573 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $426M. The largest seller was Institutional Capital, cutting an estimated $251M.
- 1,411 institutional investors held Bristol-Myers Squibb (BMY) as of Q4 2014, up from 1,303 in Q3 2014.
- Funds reported $75.1B of Bristol-Myers Squibb stock for Q4 2014, up 23% quarter-over-quarter.
- 172 funds opened new Bristol-Myers Squibb positions in Q4 2014 and 52 closed out, a net change of +120 holders.
- The largest Bristol-Myers Squibb buyer in Q4 2014 was Fidelity Investments, an estimated $426M added.
- The largest Bristol-Myers Squibb seller in Q4 2014 was Institutional Capital, an estimated $251M sold.
Based on aggregated 13F filings for Q4 2014.