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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
CCM
1426
Chickasaw Capital Management
Tennessee
$223K
GBA
1427
Garrison Bradford & Associates
New York
$223K
PBT
1428
Pictet Bank & Trust
Bahamas
$223K
TI
1429
Trexquant Investment
Connecticut
$223K +$218K +4,000 New
MCA
1430
Mercer Capital Advisers
New Jersey
$222K
CAM
1431
Chesapeake Asset Management
New York
$221K -$36.3K -667 -14%
IP
1432
Intellectus Partners
California
$221K +$4.35K +80 +2%
ACM
1433
Armbruster Capital Management
New York
$220K -$32K -588 -13%
BONST
1434
Bank of Nova Scotia Trust
Ontario, Canada
$220K
PLFAM
1435
Pineno Levin & Ford Asset Management
Virginia
$220K
HCM
1436
Hutchinson Capital Management
California
$219K
LCM
1437
Leisure Capital Management
California
$219K +$12.1K +223 +6%
BWAM
1438
Boyd Watterson Asset Management
Ohio
$218K
JGIA
1439
Jackson Grant Investment Advisers
Connecticut
$218K +$816 +15 +0.4%
RWA
1440
River Wealth Advisors
Pennsylvania
$218K +$213K +3,912 New
CCIA
1441
Campbell & Co Investment Adviser
Maryland
$217K +$212K +3,888 New
CS
1442
Credential Securities
$214K -$56.2K -1,033 -21%
SGCA
1443
Steel Grove Capital Advisors
Tennessee
$213K -$272K -5,000 -57%
JFGLC
1444
Johnson Financial Group LLC (Colorado)
Colorado
$213K -$1.47K -27 -0.7%
OC
1445
Oarsman Capital
Wisconsin
$210K +$54 +1 +0%
CVM
1446
Cheviot Value Management
California
$210K +$205K +3,769 New
GLI
1447
Guardian Life Insurance
New York
$208K -$149K -2,734 -42%
MAM
1448
Meeder Asset Management
Ohio
$208K +$203K +3,732 New
GAM
1449
Gemmer Asset Management
California
$207K +$109 +2 +0.1%
CEP
1450
Chicago Equity Partners
Illinois
$207K +$202K +3,710 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.