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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
PFO
1551
Pathstone Family Office
New Jersey
$39K -$7.13K -131 -16%
NCM
1552
New Capital Management
Texas
$37K
TWMP
1553
Taylor Wealth Management Partners
Massachusetts
$36K -$23.1K -425 -40%
LWA
1554
Lowe Wealth Advisors
Maryland
$36K +$707 +13 +2%
CFD
1555
Creative Financial Designs
Indiana
$35K +$28.7K +528 +489%
MLFP
1556
MPS Loria Financial Planners
Illinois
$35K +$33.3K +612 New
LYV
1557
Live Your Vision
Pennsylvania
$34K +$109 +2 +0.3%
OFS
1558
Orrstown Financial Services
Pennsylvania
$33K -$65.3K -1,200 -67%
AWMS
1559
Advocacy Wealth Management Services
Georgia
$33K
JIR
1560
James Investment Research
Ohio
$33K
OHS
1561
Odey Holdings (Switzerland)
Switzerland
$32K
TDC
1562
Thompson Davis & Co
Virginia
$32K
TFO
1563
Tarbox Family Office
California
$31K +$4.14K +76 +16%
MAM
1564
Magellan Asset Management
Australia
$29K +$3.81K +70 +15%
RPG
1565
Risk Paradigm Group
Texas
$27.9K -$10.3K -190 -28%
PA
1566
Perennial Advisors
New York
$26K
IPC
1567
Independent Portfolio Consultants
Florida
$26K +$272 +5 +1%
RFM
1568
Royal Fund Management
Florida
$25K
PS
1569
Portfolio Solutions
Michigan
$23K
WA
1570
Winfield Associates
Ohio
$23K +$6.53K +120 +41%
EWM
1571
Endurance Wealth Management
Rhode Island
$20K
WCM
1572
Wealthcare Capital Management
Virginia
$20K
AIS
1573
Accurate Investment Solutions
Pennsylvania
$20K +$109 +2 +0.6%
AWA
1574
Artemis Wealth Advisors
New York
$19.5K
CFN
1575
Cordasco Financial Network
Florida
$19K

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.