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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
NC
1526
NewSquare Capital
Pennsylvania
$72K +$109 +2 +0.2%
HWP
1527
Hefty Wealth Partners
Indiana
$66K
LA
1528
Legacy Advisors
Pennsylvania
$66K
RAM
1529
Riggs Asset Management
Pennsylvania
$64K
WAS
1530
WESPAC Advisors SoCal
California
$64K +$16.3K +300 +35%
AWM
1531
Avior Wealth Management
Nebraska
$62K -$5.77K -106 -9%
ARMC
1532
American Research & Management Company
Massachusetts
$58K
CWM
1533
Catamount Wealth Management
Connecticut
$56K -$7.24K -133 -12%
UWPG
1534
Ullmann Wealth Partners Group
Florida
$55K
FFW
1535
Fusion Family Wealth
New York
$53K
LJHT
1536
Laurie J. Hall Trustee
$51.4K
AA
1537
AlphaMark Advisors
Kentucky
$50K
AC
1538
Alexandria Capital
Virginia
$50K +$54 +1 +0.1%
MUS
1539
Mitsubishi UFJ Securities
Japan
$50K +$49K +900 New
OFW
1540
Omnia Family Wealth
Florida
$49K -$9.47K -174 -17%
EMG
1541
ETF Managers Group
New Jersey
$49K +$48K +882 New
CP
1542
Corbenic Partners
Pennsylvania
$45K
PCC
1543
Park Circle Company
Maryland
$45K
LWM
1544
Lenox Wealth Management
Ohio
$45K +$43.5K +800 New
SIAS
1545
Shine Investment Advisory Services
Colorado
$45K +$44.3K +815 New
DOA
1546
D'Orazio & Associates
Virginia
$44K +$2.01K +37 +5%
SFPIA
1547
Stevens First Principles Investment Advisors
California
$43K
HL
1548
Harding Loevner
New Jersey
$43K +$42.4K +780 New
MCM
1549
MV Capital Management
Maryland
$41K -$599 -11 -1%
RWML
1550
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$40K

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.