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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
BCM
1501
Blume Capital Management
California
$112K
CT
1502
Clearstead Trust
Maine
$111K +$108K +1,987 New
WA
1503
WealthTrust-Arizona
Arizona
$109K
TCM
1504
Tradewinds Capital Management
Washington
$108K +$27.2K +500 +35%
MBT
1505
Monroe Bank & Trust
Michigan
$105K
MWM
1506
MinichMacGregor Wealth Management
New York
$104K
GBBWRPM
1507
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$102K
DMK
1508
David M. Knott
$102K +$5.44K +100 +6%
HT
1509
Heritage Trust
Oklahoma
$100K -$25.3K -465 -21%
BHB
1510
Bank Hapoalim BM
Israel
$100K
AIM
1511
Arcadia Investment Management
Michigan
$98K -$54.4K -1,000 -36%
PCP
1512
Proficio Capital Partners
Massachusetts
$97K -$24.4K -448 -20%
KF
1513
Krilogy Financial
Missouri
$96K -$12.7K -234 -12%
FC
1514
Ferris Capital
Massachusetts
$96K +$93.7K +1,722 New
TJHA
1515
Thomas J. Herzfeld Advisors
Florida
$95K
CWM
1516
Cranbrook Wealth Management
Michigan
$92K
BRC
1517
Bell Rock Capital
Delaware
$92K +$54 +1 +0.1%
NIC
1518
Northwest Investment Counselors
Oregon
$91K +$88.9K +1,634 New
TCCM
1519
Timber Creek Capital Management
Massachusetts
$90K
HCA
1520
Heck Capital Advisors
Wisconsin
$89.2K -$7.24K -133 -8%
SHJ
1521
Sharkey, Howes & Javer
Colorado
$89K
AAP
1522
Arax Advisory Partners
Colorado
$85K -$4.73K -87 -5%
CHP
1523
Cable Hill Partners
Oregon
$79K +$163 +3 +0.2%
LCM
1524
Liberty Capital Management
Michigan
$77K
JWA
1525
JFS Wealth Advisors
Pennsylvania
$73K +$10.9K +200 +18%

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.