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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
FTC
1526
Farmers Trust Company
Ohio
$614K -$18K -314 -3%
SCA
1527
Snowden Capital Advisors
New York
$613K +$140K +2,443 +34%
GAM
1528
Gould Asset Management
California
$613K -$69.6K -1,215 -11%
CIAS
1529
Capital Investment Advisory Services
North Carolina
$611K +$26.3K +459 +5%
BHC
1530
Bowen Hanes & Co
Florida
$609K
WBC
1531
West Branch Capital
Massachusetts
$608K +$239K +4,168 +79%
DAM
1532
Doheny Asset Management
California
$607K +$86.2K +1,505 +19%
ACI
1533
Alpha Cubed Investments
California
$607K +$292K +5,102 +117%
WA
1534
Wheatland Advisors
Pennsylvania
$605K -$457K -7,980 -46%
BRM
1535
Boston Research & Management
Massachusetts
$605K
MOS
1536
MGO One Seven
Ohio
$604K +$539K +9,412 New
PBO
1537
Peoples Bank (Ohio)
Ohio
$602K -$35.2K -614 -6%
DMC
1538
Drexel Morgan & Co
Pennsylvania
$597K +$115 +2 +0%
TA
1539
Tiedemann Advisors
New York
$597K +$55.4K +967 +12%
GLA
1540
Great Lakes Advisors
Illinois
$596K +$132K +2,305 +33%
WANY
1541
Wealthspire Advisors (New York)
New York
$595K +$250K +4,360 +89%
SFI
1542
SPC Financial Inc
Maryland
$594K +$276K +4,825 +109%
CIP
1543
Cornerstone Investment Partners
Georgia
$592K
SWA
1544
SFMG Wealth Advisors
Texas
$589K +$115 +2 +0%
CSA
1545
Cottage Street Advisors
Massachusetts
$588K +$1.89K +33 +0.4%
CWA
1546
Carolina Wealth Advisors
South Carolina
$588K +$524K +9,153 New
FC
1547
Fairpointe Capital
Illinois
$587K -$106K -1,850 -17%
B
1548
Bellecapital
Switzerland
$587K +$236K +4,129 +82%
BA
1549
Bristlecone Advisors
Washington
$587K +$524K +9,141 New
BCM
1550
Boltwood Capital Management
California
$584K -$769K -13,435 -60%

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.