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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
CICI
1401
Capital Investment Counsel Inc
North Carolina
$248K
WFMPM
1402
Woodley Farra Manion Portfolio Management
Indiana
$246K
NA
1403
NewEdge Advisors
Louisiana
$245K +$238K +4,382 New
CIAS
1404
Capital Investment Advisory Services
North Carolina
$242K +$236K +4,340 New
PI
1405
PineBridge Investments
New York
$240K -$871 -16 -0.4%
WAM
1406
Weatherly Asset Management
California
$240K +$234K +4,309 New
AFS
1407
Access Financial Services
Minnesota
$239K +$233K +4,287 New
WG
1408
Winton Group
United Kingdom
$239K +$234K +4,292 New
SWA
1409
Sutton Wealth Advisors
Florida
$237K -$653 -12 -0.3%
CMANY
1410
Capital Management Associates (New York)
New York
$237K
DA
1411
Dillon & Associates
Michigan
$237K
FLI
1412
Family Legacy Inc
South Carolina
$236K -$54.7K -1,005 -19%
RA
1413
RFG Advisory
Alabama
$236K -$11.3K -207 -5%
UAS
1414
United Asset Strategies
New York
$236K -$3.21K -59 -1%
FMTCOCP
1415
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$236K -$21.8K -400 -9%
FCMC
1416
Founders Capital Management (Connecticut)
Connecticut
$230K
WOC
1417
West Oak Capital
California
$230K
CBT
1418
Central Bank & Trust
Kentucky
$229K -$52.3K -962 -19%
BFM
1419
Boothbay Fund Management
New York
$228K -$185K -3,391 -45%
TW
1420
Transform Wealth
Colorado
$228K -$2.94K -54 -1%
WI
1421
Wedgewood Investors
Pennsylvania
$227K -$10.9K -200 -5%
FDS
1422
First Dallas Securities
Texas
$226K
SJL
1423
Shayne & Jacobs LLC
Tennessee
$225K +$1.31K +24 +0.6%
WIC
1424
Wilkins Investment Counsel
Massachusetts
$224K -$16.3K -300 -7%
RTS
1425
Round Table Services
New Jersey
$224K +$219K +4,018 New

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.