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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
AWM
1551
Altavista Wealth Management
North Carolina
$581K
SKK
1552
Shepherd Kaplan Krochuk
Massachusetts
$578K +$515K +9,000 New
RMA
1553
Roffman Miller Associates
Pennsylvania
$576K -$10.8K -189 -2%
CCG
1554
Chatham Capital Group
Georgia
$574K
NSB
1555
Norway Savings Bank
Maine
$574K +$372K +6,489 +266%
KWA
1556
KCS Wealth Advisory
California
$574K +$512K +8,936 New
IFS
1557
Ifrah Financial Services
Arkansas
$574K +$512K +8,944 New
APG
1558
Abacus Planning Group
South Carolina
$573K +$3.95K +69 +0.8%
HA
1559
Hamel Associates
New Jersey
$572K +$66.5K +1,161 +15%
CAG
1560
Crestwood Advisors Group
Massachusetts
$572K +$510K +8,908 New
IC
1561
Intersect Capital
California
$571K +$73.5K +1,283 +17%
KFA
1562
Krane Funds Advisors
New York
$570K +$509K +8,882 New
SFG
1563
SevenBridge Financial Group
Pennsylvania
$568K +$58.7K +1,025 +13%
BOS
1564
Bank of Stockton
California
$567K +$39.7K +694 +9%
MMHP
1565
Murphy Middleton Hinkle & Parker
Georgia
$566K +$96.2K +1,680 +24%
AWM
1566
Aberdeen Wealth Management
Illinois
$566K +$505K +8,817 New
DTC
1567
Davidson Trust Company
Washington
$564K +$503K +8,790 New
BFO
1568
Biltmore Family Office
North Carolina
$563K -$1.35M -23,600 -73%
BEAM
1569
Baker Ellis Asset Management
Washington
$563K -$1M -17,537 -67%
FI
1570
FormulaFolio Investments
Michigan
$563K +$91.9K +1,605 +22%
HCM
1571
Hilton Capital Management
New York
$563K +$356K +6,215 +242%
EWM
1572
Empirical Wealth Management
Washington
$561K -$85.1K -1,486 -15%
FMT
1573
First Mercantile Trust
Tennessee
$557K -$201K -3,512 -29%
FPB
1574
First PREMIER Bank
South Dakota
$557K +$13.9K +243 +3%
SIAG
1575
Signet Investment Advisory Group
Rhode Island
$555K +$118K +2,060 +31%

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.