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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
PCMI
1426
Paradigm Capital Management Inc
New York
$757K +$57.3K +1,000 +9%
EWA
1427
Exencial Wealth Advisors
Oklahoma
$756K +$207K +3,620 +44%
MAA
1428
Matrix Asset Advisors
New York
$751K -$34.6K -605 -5%
CC
1429
Cornerstone Capital
California
$751K
VHAM
1430
Van Hulzen Asset Management
California
$749K -$22.7K -397 -3%
MMPW
1431
Mitchell McLeod Pugh & Williams
Alabama
$749K +$327K +5,702 +96%
HFA
1432
Huber Financial Advisors
Illinois
$747K +$172K +3,000 +35%
ETC
1433
Exchange Traded Concepts
Oklahoma
$745K +$665K +11,611 New
AIM
1434
Acropolis Investment Management
Missouri
$742K +$144K +2,511 +28%
SWA
1435
Sutton Wealth Advisors
Florida
$741K +$9.22K +161 +1%
ERIM
1436
Eagle Ridge Investment Management
Connecticut
$741K +$661K +11,542 New
CS
1437
Cannell & Spears
New York
$736K +$105K +1,825 +19%
FFC
1438
First Financial Corp
Indiana
$735K -$15.8K -276 -2%
ACM
1439
Allred Capital Management
Texas
$734K +$2.29K +40 +0.4%
HFA
1440
HC Financial Advisors
California
$734K +$655K +11,433 New
BHBT
1441
Burke & Herbert Bank & Trust
Virginia
$733K +$70.8K +1,237 +12%
CP
1442
Coho Partners
Pennsylvania
$732K +$45.8K +800 +8%
MJP
1443
Michael J. Puzo
$732K +$47K +821 +8%
CBTWT
1444
Community Bank & Trust (Waco, Texas)
Texas
$729K +$348K +6,077 +115%
JFGIW
1445
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$725K -$16.4K -287 -2%
SIM
1446
Sonora Investment Management
Arizona
$723K +$69.9K +1,220 +12%
EWM
1447
Elmwood Wealth Management
California
$721K +$10.3K +180 +2%
NPA
1448
Nichols & Pratt Advisers
Massachusetts
$719K -$28.6K -500 -4%
MHIC
1449
Marble Harbor Investment Counsel
Massachusetts
$715K +$159K +2,775 +33%
WKWM
1450
Walter & Keenan Wealth Management
Indiana
$713K +$21.8K +380 +4%

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.