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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
IC
1501
Inverness Counsel
New York
$643K +$18.6K +325 +3%
KJHP
1502
K.J. Harrison & Partners
Ontario, Canada
$642K
DBT
1503
Dubuque Bank & Trust
Iowa
$642K +$45.8K +799 +9%
WWM
1504
Western Wealth Management
Colorado
$641K +$216K +3,780 +61%
WTB
1505
Washington Trust Bank
Washington
$640K +$172K +3,006 +43%
LC
1506
LCNB Corp
Ohio
$637K +$94.9K +1,657 +20%
CWA
1507
Capital Wealth Alliance
Arizona
$637K +$579K +10,113 New
GIA
1508
Gargoyle Investment Advisor
New Jersey
$635K
MWPCG
1509
Measured Wealth Private Client Group
New Hampshire
$634K -$925K -16,149 -62%
CICI
1510
Capital Investment Counsel Inc
North Carolina
$634K +$32.5K +567 +6%
VST
1511
Van Strum & Towne
California
$633K
IMRF
1512
Illinois Municipal Retirement Fund
Illinois
$633K +$565K +9,857 New
GWI
1513
Grace & White Inc
New York
$632K
FAM
1514
Formidable Asset Management
Ohio
$631K +$542K +9,470 New
RWA
1515
Redhawk Wealth Advisors
Minnesota
$630K +$563K +9,822 New
PAMG
1516
Patton Albertson Miller Group
Tennessee
$623K -$14.8K -258 -3%
EB
1517
Eastern Bank
Massachusetts
$623K +$107K +1,873 +24%
SPC
1518
Stewart & Patten Company
California
$622K -$578K -10,094 -51%
PA
1519
PSI Advisors
Florida
$621K +$555K +9,684 New
HPC
1520
Hobart Private Capital
North Carolina
$620K +$55.5K +969 +11%
SFG
1521
Summit Financial Group
West Virginia
$619K -$60.3K -1,053 -10%
HPWM
1522
Highland Private Wealth Management
Washington
$617K +$142K +2,486 +35%
PCG
1523
Private Capital Group
Connecticut
$616K -$206K -3,605 -27%
TIA
1524
Trust Investment Advisors
Indiana
$616K -$123K -2,150 -18%
CMI
1525
Clare Market Investments
Texas
$615K +$262K +4,579 +92%

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.