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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
VA
1351
Valmark Advisers
Ohio
$881K +$786K +13,730 New
CST
1352
Charles Schwab Trust
Nevada
$880K +$292K +5,107 +59%
CGA
1353
Crescent Grove Advisors
Illinois
$879K +$11.5K +200 +1%
C
1354
Certuity
Florida
$879K +$784K +13,689 New
EHWM
1355
Eads & Heald Wealth Management
Georgia
$878K +$182K +3,180 +30%
MPAM
1356
Murphy Pohlad Asset Management
Minnesota
$875K +$22.9K +400 +3%
TF
1357
Tompkins Financial
New York
$875K +$521K +9,099 +201%
TCOO
1358
Trust Company of Oklahoma
Oklahoma
$874K +$780K +13,618 New
VRM
1359
Vectors Research Management
New York
$871K +$25.8K +450 +3%
YMRC
1360
Yorktown Management & Research Company
Virginia
$860K
WPW
1361
Waldron Private Wealth
Pennsylvania
$860K +$377K +6,586 +97%
CHAM
1362
Clear Harbor Asset Management
Connecticut
$859K +$34.2K +597 +5%
ACC
1363
Accident Compensation Corp
New Zealand
$859K +$766K +13,377 New
EHC
1364
Everett Harris & Co
California
$858K +$766K +13,370 New
SIC
1365
Samalin Investment Counsel
New York
$857K +$765K +13,360 New
CWP
1366
CFM Wealth Partners
Texas
$856K +$734K +12,820 New
PGWM
1367
Parisi Gray Wealth Management
New Jersey
$855K +$763K +13,325 New
CCM
1368
Coldstream Capital Management
Washington
$854K +$233K +4,066 +44%
NJBEST
1369
New Jersey Better Educational Savings Trust
New Jersey
$854K +$246K +4,300 +48%
TYCC
1370
Texas Yale Capital Corp
Florida
$853K +$77.1K +1,346 +11%
CBN
1371
Cadence Bank NA
Texas
$852K +$217K +3,785 +40%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1372
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$852K +$760K +13,268 New
SWA
1373
Stratos Wealth Advisors
Ohio
$851K -$171K -2,979 -18%
WAAG
1374
Wealth Alliance Advisory Group
Kansas
$850K +$104K +1,820 +16%
VNA
1375
Valley National Advisers
Pennsylvania
$844K +$478K +8,343 +173%

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.