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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
SFI
1451
SPC Financial Inc
Maryland
$206K -$8.16K -150 -4%
EIA
1452
Edgemoor Investment Advisors
Maryland
$206K -$54 -1 -0%
GCA
1453
Gideon Capital Advisors
New York
$205K -$317K -5,826 -61%
AWA
1454
ARS Wealth Advisors
Florida
$205K +$544 +10 +0.3%
MGAM
1455
McGowan Group Asset Management
Texas
$202K +$197K +3,622 New
CCM
1456
Cribstone Capital Management
Maine
$201K -$12.1K -222 -6%
LKIM
1457
Lawson Kroeker Investment Management
Nebraska
$201K +$196K +3,600 New
SSA
1458
South Street Advisors
New York
$201K +$197K +3,620 New
NSB
1459
Norway Savings Bank
Maine
$196K
IP
1460
Isthmus Partners
Wisconsin
$195K -$10.9K -200 -5%
PHK
1461
Point72 Hong Kong
Hong Kong
$194K +$21.1K +388 +13%
RFA
1462
Reilly Financial Advisors
California
$192K -$37K -680 -16%
HR
1463
Howe & Rusling
New York
$190K -$32.3K -593 -15%
KWM
1464
Kingsview Wealth Management
Oregon
$189K -$31.6K -580 -15%
SC
1465
SRB Corp
Massachusetts
$186K
FCB
1466
First Command Bank
Texas
$184K +$5.44K +100 +3%
FCFS
1467
First Command Financial Services
Texas
$184K +$5.44K +100 +3%
CCMW
1468
Cypress Capital Management (Wyoming)
Wyoming
$182K -$576K -10,584 -76%
GEA
1469
Glen Eagle Advisors
New Jersey
$176K -$2.88K -53 -2%
PMFA
1470
Plante Moran Financial Advisors
Michigan
$173K -$545K -10,007 -76%
PCTC
1471
Perkins Coie Trust Company
Washington
$172K +$42.2K +775 +34%
CFG
1472
CKW Financial Group
Hawaii
$168K +$91.6K +1,683 +129%
FCT
1473
Family Capital Trust
Massachusetts
$167K
IIC
1474
Integrated Investment Consultants
Michigan
$167K
TCM
1475
TD Capital Management
Tennessee
$166K

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.