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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
GCP
1401
GSA Capital Partners
United Kingdom
$791K -$293K -5,121 -29%
CCWA
1402
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$791K +$43.6K +761 +7%
AIA
1403
Armor Investment Advisors
North Carolina
$789K
RA
1404
RFG Advisory
Alabama
$789K +$42.8K +747 +6%
SPI
1405
Santori & Peters Inc
Pennsylvania
$789K +$159K +2,776 +29%
CIA
1406
CSat Investment Advisory
Michigan
$789K +$179K +3,125 +34%
JT
1407
Jump Trading
Illinois
$786K -$54.5K -951 -7%
HCM
1408
Hodges Capital Management
Texas
$780K +$696K +12,150 New
DT
1409
Diversified Trust
Tennessee
$774K +$27K +472 +4%
ARMT
1410
Amica Retiree Medical Trust
Rhode Island
$774K +$285K +4,982 +70%
LCM
1411
LVM Capital Management
Michigan
$773K
LPIC
1412
LeJeune Puetz Investment Counsel
Michigan
$773K +$50.4K +880 +8%
FC
1413
Ferris Capital
Massachusetts
$773K +$182K +3,171 +36%
OPS
1414
Orion Portfolio Solutions
Nebraska
$771K +$688K +12,009 New
LA
1415
Lynch & Associates
Indiana
$770K
HL
1416
HeadInvest LLC
Maine
$768K +$442K +7,715 +182%
KLCM
1417
KG&L Capital Management
Louisiana
$766K -$77.5K -1,353 -10%
VCA
1418
Verdence Capital Advisors
Maryland
$766K +$108K +1,882 +19%
LWAC
1419
Laurel Wealth Advisors (California)
California
$765K -$321K -5,598 -32%
WP
1420
WealthPLAN Partners
Nebraska
$765K +$80.6K +1,408 +14%
BFC
1421
Blue Fin Capital
Rhode Island
$762K
BMC
1422
Benin Management Corp
Connecticut
$762K +$178K +3,100 +35%
REMPR
1423
Roof Eidam Maycock Peralta (REMP)
California
$760K +$11.5K +200 +2%
ACM
1424
Avalon Capital Management
California
$760K +$678K +11,845 New
RMDI
1425
R.M. Davis Inc
Maine
$757K -$34.2K -598 -5%

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.