We are live on ! Find out more
BMY icon

Bristol-Myers Squibb

1,601 hedge funds and large institutions have $69.4B invested in Bristol-Myers Squibb in 2016 Q4 according to their latest regulatory filings, with 203 funds opening new positions, 563 increasing their positions, 634 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more first-time investments, than exits

New positions opened: 203 | Existing positions closed: 102

20% more funds holding in top 10

Funds holding in top 10: 4959 (+10)

10% more capital invested

Capital invested by funds: $63.3B → $69.4B (+$6.1B)

5% more funds holding

Funds holding: 1,5221,601 (+79)

8% more call options, than puts

Call options by funds: $1.49B | Put options by funds: $1.38B

0.16% more ownership

Funds ownership: 70.8%70.96% (+0.16%)

11% less repeat investments, than reductions

Existing positions increased: 563 | Existing positions reduced: 634

Holders
1,601
Holders Change
+79
Holders Change %
+5.19%
% of All Funds
40.02%
Holding in Top 10
59
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.41%
% of All Funds
1.48%
New
203
Increased
563
Reduced
634
Closed
102
Calls
$1.49B
Puts
$1.38B
Net Calls
+$115M
Net Calls Change
+$343M
Name Holding Trade Value Shares
Change
Change in
Stake
ACP
1351
Aveo Capital Partners
Colorado
$303K +$283K +5,181 New
HA
1352
Harfst & Associates
Wyoming
$302K +$13.3K +244 +5%
MNBTD
1353
Moody National Bank Trust Division
Texas
$301K
PHAM
1354
Palisades Hudson Asset Management
Florida
$301K
BSB
1355
Bangor Savings Bank
Maine
$300K +$18.3K +335 +7%
MSTVIM
1356
Messner & Smith Theme Value Investment Management
California
$299K
FQ
1357
First Quadrant
California
$298K
DWM
1358
Destination Wealth Management
California
$298K +$279K +5,101 New
AIA
1359
AIMZ Investment Advisors
California
$297K
TSS
1360
Two Sigma Securities
New York
$297K +$278K +5,090 New
TCM
1361
Traynor Capital Management
Pennsylvania
$296K +$328 +6 +0.1%
ACM
1362
Armbruster Capital Management
New York
$295K
SCG
1363
Sonata Capital Group
Washington
$294K
MIH
1364
Madison Investment Holdings
Wisconsin
$291K -$53.8K -984 -16%
PAM
1365
Premier Asset Management
Illinois
$289K
CBT
1366
Central Bank & Trust
Kentucky
$288K -$15.7K -288 -6%
WFG
1367
Wills Financial Group
Virginia
$288K +$3.28K +60 +1%
RW
1368
REDW Wealth
New Mexico
$288K +$270K +4,935 New
AWA
1369
ARS Wealth Advisors
Florida
$287K -$184K -3,359 -41%
ST
1370
Sabal Trust
Florida
$284K -$154K -2,822 -37%
IAS
1371
IMA Advisory Services
Colorado
$283K
KCPG
1372
Kavar Capital Partners Group
Kansas
$282K
VNA
1373
Valley National Advisers
Pennsylvania
$282K +$22.1K +405 +9%
CMANY
1374
Capital Management Associates (New York)
New York
$278K
HBT
1375
Hills Bank & Trust
Iowa
$278K