Bristol-Myers Squibb
BMY
1,692 hedge funds and large institutions have $66.3B invested in Bristol-Myers Squibb in 2018 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 579 increasing their positions, 768 reducing their positions, and 134 closing their positions.
16% more call options, than puts
Call options by funds: $1.74B | Put options by funds: $1.49B
0.7% more ownership
Funds ownership: 72.62% → 73.32% (+0.7%)
3% less funds holding
Funds holding: 1,747 → 1,692 (-55)
12% less capital invested
Capital invested by funds: $75B → $66.3B (-$8.77B)
25% less repeat investments, than reductions
Existing positions increased: 579 | Existing positions reduced: 768
31% less first-time investments, than exits
New positions opened: 93 | Existing positions closed: 134
34% less funds holding in top 10
Funds holding in top 10: 59 → 39 (-20)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$448M |
| 2 |
Harris Associates
Chicago,
Illinois
|
+$420M |
| 3 |
BlackRock
New York
|
+$406M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$398M |
| 5 |
D.E. Shaw & Co
New York
|
+$289M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
-$477M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$341M |
| 3 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
-$248M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$216M |
| 5 |
Renaissance Technologies
New York
|
-$215M |
BMY Hedge Fund Activity: Q2 2018 in Review
1,692 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q2 2018, worth a combined $66.3B — down 12% from $75B a quarter earlier.
Sellers outnumbered buyers: 134 funds closed out of BMY and 93 opened new positions — a net loss of 41 holders — while 768 trimmed existing stakes and 579 added.
The largest buyer was Ameriprise, adding an estimated $448M. The largest seller was Jennison Associates, cutting an estimated $477M.
- 1,692 institutional investors held Bristol-Myers Squibb (BMY) as of Q2 2018, down from 1,747 in Q1 2018.
- Funds reported $66.3B of Bristol-Myers Squibb stock for Q2 2018, down 12% quarter-over-quarter.
- 93 funds opened new Bristol-Myers Squibb positions in Q2 2018 and 134 closed out, a net change of -41 holders.
- The largest Bristol-Myers Squibb buyer in Q2 2018 was Ameriprise, an estimated $448M added.
- The largest Bristol-Myers Squibb seller in Q2 2018 was Jennison Associates, an estimated $477M sold.
Based on aggregated 13F filings for Q2 2018.