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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
PM
1601
Prosight Management
Texas
$520K -$17M -296,800 -97%
ACA
1602
Atlas Capital Advisors
Wyoming
$516K +$105K +1,842 +30%
DI
1603
DAGCO Inc
Ohio
$516K -$11.1K -194 -2%
WFM
1604
Wolff Financial Management
Michigan
$516K +$5.96K +104 +1%
VC
1605
Vicus Capital
Pennsylvania
$516K +$100K +1,748 +28%
CM
1606
Caption Management
Oklahoma
$515K +$470K +8,200 New
CBOR
1607
Community Bank of Raymore
Missouri
$514K +$11.5K +200 +3%
AFM
1608
Anson Funds Management
Texas
$514K +$458K +8,000 New
SWMG
1609
Sanchez Wealth Management Group
Florida
$514K +$458K +8,003 New
BWP
1610
BSW Wealth Partners
Colorado
$512K +$117K +2,035 +34%
FM
1611
Foster & Motley
Ohio
$512K +$182K +3,177 +66%
TI
1612
Tidal Investments
Wisconsin
$512K +$457K +7,981 New
EA
1613
Elm Advisors
California
$511K +$34.4K +600 +8%
CHJWM
1614
Carlton Hofferkamp & Jenks Wealth Management
Texas
$510K +$22.9K +400 +5%
MC
1615
Mathes Company
New York
$509K -$626K -10,934 -58%
WCM
1616
Windsor Capital Management
Arizona
$509K
OC
1617
Oakworth Capital
Alabama
$508K +$12.4K +217 +3%
V
1618
VeraBank
Texas
$508K +$44.6K +779 +11%
FANJ
1619
Financial Architects (New Jersey)
New Jersey
$507K +$53.7K +937 +13%
OMC
1620
Overbrook Management Corp
New York
$502K -$27K -472 -6%
PP
1621
Pegasus Partners
Wisconsin
$502K +$448K +7,826 New
CG
1622
Cynosure Group
Utah
$499K +$54.6K +953 +14%
OSAM
1623
O'Shaughnessy Asset Management
Connecticut
$497K +$443K +7,730 +77,300%
ODCM
1624
Old Dominion Capital Management
Virginia
$496K -$6.64K -116 -1%
RCM
1625
Requisite Capital Management
Texas
$494K -$630K -11,000 -59%

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.