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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
SIA
1576
SeaBridge Investment Advisors
New Jersey
$17K
SQA
1577
Simon Quick Advisors
New Jersey
$16K -$11.2K -206 -42%
BWM
1578
Baystate Wealth Management
Massachusetts
$13K -$10.8K -199 -45%
SA
1579
SRH Advisors
Kansas
$13K
JT
1580
Jump Trading
Illinois
$12K +$11.3K +208 New
BCFS
1581
Butensky & Cohen Financial Security
Florida
$11K
PRS
1582
Pinkerton Retirement Specialists
Idaho
$11K
PSW
1583
Portfolio Strategies (Washington)
Washington
$11K
RBC
1584
Roble Belko & Company
Pennsylvania
$11K
WAP
1585
Wealthcare Advisory Partners
Pennsylvania
$11K +$4.14K +76 +60%
RIA
1586
RPG Investment Advisory
California
$10K +$9.52K +175 New
LF
1587
Lee Financial
Texas
$9K
FMP
1588
Financial Management Professionals
Texas
$8K
MFBTD
1589
MB Financial Bank - Trust Department
Illinois
$6K
HA
1590
Harfst & Associates
Wyoming
$5K -$270K -4,957 -98%
Walleye Trading
1591
Walleye Trading
New York
$4.86K +$4.65M +85,422 +4,637%
WAM
1592
Watermark Asset Management
California
$3K
WAS
1593
Winch Advisory Services
Wisconsin
$2K -$23.9K -440 -92%
CT
1594
Chicago Trust
Illinois
$1.13K -$34.2K -628 -3%
RI
1595
Redwood Investments
Massachusetts
$1K
AUB
1596
Atlantic Union Bankshares
Virginia
$236 -$9.03K -166 -4%
IWM
1597
IHT Wealth Management
Illinois
$10 +$98.8K +1,816 +38%
SHCM
1598
Sachem Head Capital Management
New York
-$113M -2,070,000 Closed
DLPIC
1599
Davide Leone & Partners Investment Company
United Kingdom
-$75.4M -1,385,000 Closed
Westfield Capital Management
1600
Westfield Capital Management
Massachusetts
-$62.6M -1,150,962 Closed

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.