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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
BAM
1351
Berkshire Asset Management
Pennsylvania
$291K -$409K -7,524 -59%
SWK
1352
Stephen W. Kidder
$290K
TRCT
1353
Tower Research Capital (TRC)
New York
$290K +$104K +1,907 +58%
MC
1354
Mathes Company
New York
$288K
MNBTD
1355
Moody National Bank Trust Division
Texas
$287K
TF
1356
Tompkins Financial
New York
$287K +$10.9K +200 +4%
VNA
1357
Valley National Advisers
Pennsylvania
$286K +$272 +5 +0.1%
MSTVIM
1358
Messner & Smith Theme Value Investment Management
California
$285K
BWP
1359
BSW Wealth Partners
Colorado
$285K +$278K +5,108 New
EGA
1360
E&G Advisors
Texas
$285K +$278K +5,116 New
TBA
1361
Train Babcock Advisors
New York
$283K -$26.2K -481 -9%
AIA
1362
AIMZ Investment Advisors
California
$283K
PA
1363
Probity Advisors
Texas
$282K +$28.5K +524 +12%
SFM
1364
Signet Financial Management
New Jersey
$282K +$276K +5,068 New
CCP
1365
Corient Capital Partners
California
$281K -$4.24K -78 -2%
AA
1366
Apriem Advisors
California
$281K -$2.67K -49 -1%
SCG
1367
Sonata Capital Group
Washington
$281K
GA
1368
GFS Advisors
Texas
$280K
FI
1369
FormulaFolio Investments
Michigan
$280K +$41.8K +768 +18%
LCM
1370
Lee Capital Management
New York
$279K -$109K -2,000 -29%
BCM
1371
BTR Capital Management
California
$279K +$21.8K +400 +9%
PAM
1372
Premier Asset Management
Illinois
$276K
GCC
1373
Guardian Capital (Canada)
Ontario, Canada
$276K +$269K +4,949 New
PWAP
1374
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$274K +$38K +699 +17%
TCM
1375
Texan Capital Management
Texas
$273K -$2.51M -46,082 -90%

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.