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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
PC
1576
PA Capital
Virginia
$554K -$562K -9,817 -53%
PSC
1577
Prentiss Smith & Co
Vermont
$554K +$494K +8,634 New
MFG
1578
Magnus Financial Group
New York
$553K +$208K +3,626 +73%
AF
1579
Allworth Financial
California
$552K +$89.7K +1,567 +22%
BWM
1580
BigSur Wealth Management
Florida
$549K
RP
1581
Rice Partnership
Hawaii
$548K -$9.45K -165 -2%
TCWM
1582
Total Clarity Wealth Management
Illinois
$547K +$488K +8,525 New
TIA
1583
Tiemann Investment Advisors
California
$545K +$23.9K +417 +5%
DW
1584
Domani Wealth
Pennsylvania
$543K
JWM
1585
Jupiter Wealth Management
Colorado
$543K +$10.3K +180 +2%
TC
1586
Truvestments Capital
Florida
$542K +$269K +4,695 +125%
GAM
1587
GQ Asset Management
New York
$541K +$154K +2,688 +47%
ER
1588
Enlightenment Research
Florida
$539K -$132K -2,300 -21%
DE
1589
Day & Ennis
Georgia
$537K +$3.04K +53 +0.6%
NSCM
1590
New South Capital Management
Tennessee
$534K
LW
1591
Linscomb Wealth
Texas
$534K +$164K +2,862 +52%
CPSC
1592
Carl P. Sherr & Co
Massachusetts
$534K +$477K +8,321 New
SAA
1593
Southeast Asset Advisors
Georgia
$533K +$119K +2,073 +33%
LSAG
1594
Lake Street Advisors Group
New Hampshire
$533K +$216K +3,772 +83%
LG
1595
Leuthold Group
Minnesota
$532K +$475K +8,292 New
BPA
1596
Beacon Pointe Advisors
California
$529K +$162K +2,827 +52%
Jones Financial Companies
1597
Jones Financial Companies
Missouri
$525K +$30.3K +529 +7%
WF
1598
WoodTrust Financial
Wisconsin
$524K +$52.3K +913 +13%
CNBT
1599
Cornerstone National Bank & Trust
Illinois
$524K +$467K +8,163 New
GC
1600
Gratus Capital
Georgia
$522K -$4.41K -77 -0.9%

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.