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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
SAS
1476
Stelac Advisory Services
New York
$162K
PCM
1477
Penserra Capital Management
California
$156K +$153K +2,808 New
SM
1478
Salzhauer Michael
$155K
KPCM
1479
Kings Point Capital Management
New York
$152K
JFA
1480
JNBA Financial Advisors
Minnesota
$150K
GRP
1481
Global Retirement Partners
California
$146K +$10.9K +200 +8%
PCFFS
1482
Pacific Center for Financial Services
California
$144K
MBI
1483
Montrusco Bolton Investments
Quebec, Canada
$144K +$140K +2,580 New
CAL
1484
Capital Analysts LLC
Pennsylvania
$142K -$208K -3,820 -60%
ADL
1485
Asset Dedication LLC
California
$141K
WPA
1486
West Paces Advisors
Georgia
$140K
ACM
1487
AUA Capital Management
Pennsylvania
$136K +$122K +2,240 +1,137%
SOADOR
1488
State of Alaska Department of Revenue
Alaska
$134K +$10.4K +191 +9%
MWM
1489
Mascoma Wealth Management
New Hampshire
$130K -$8.16K -150 -6%
BWP
1490
Baldwin Wealth Partners
Massachusetts
$130K
PSC
1491
Prentiss Smith & Co
Vermont
$130K
JAM
1492
Jolley Asset Management
North Carolina
$128K
VWA
1493
V Wealth Advisors
Kansas
$126K +$122K +2,251 New
TC
1494
Trust Company
Kansas
$124K -$8.44K -155 -7%
DIA
1495
Davidson Investment Advisors
Montana
$124K
AIM
1496
Acrospire Investment Management
Illinois
$123K +$103K +1,900 +633%
BWA
1497
BDO Wealth Advisors
Florida
$123K +$120K +2,200 New
BCP
1498
Blue Chip Partners
Michigan
$120K +$816 +15 +0.7%
ANBT
1499
American National Bank & Trust
Texas
$119K +$12.2K +225 +12%
WI
1500
Welch Investments
Alabama
$118K

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.