We are live on ! Find out more
BMY icon

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
TFCP
1626
Twin Focus Capital Partners
Massachusetts
$494K +$114K +1,985 +35%
FNBOSM
1627
First National Bank of South Miami
Florida
$494K +$211K +3,684 +92%
SCM
1628
Southport Capital Management
Tennessee
$491K +$18.1K +316 +4%
TFO
1629
Tarbox Family Office
California
$491K +$402K +7,018 +1,105%
TFS
1630
Thoroughbred Financial Services
Tennessee
$484K -$7.16K -125 -2%
EF
1631
Empirical Finance
Pennsylvania
$484K +$432K +7,535 New
PWW
1632
Pettyjohn Wood & White
Virginia
$483K -$7.27K -127 -2%
GVAG
1633
Great Valley Advisor Group
Delaware
$479K +$166K +2,906 +64%
CNB
1634
Camden National Bank
Maine
$479K +$427K +7,459 New
CCMD
1635
Cypress Capital Management (Delaware)
Delaware
$477K -$9.93M -173,335 -96%
BWFA
1636
Baltimore-Washington Financial Advisors
Maryland
$477K +$30.1K +525 +8%
BPCE
1637
Bank Pictet & Cie (Europe)
Germany
$477K +$426K +7,430 New
RZH
1638
Relyea Zuckerberg Hanson
Connecticut
$475K +$424K +7,398 New
MWC
1639
MBM Wealth Consultants
Missouri
$474K +$399K +6,974 +1,744%
WMA
1640
Wealth Management Associates
New Jersey
$473K -$5.61K -98 -1%
BWP
1641
Bernardo Wealth Planning
Pennsylvania
$470K +$160K +2,802 +62%
GCA
1642
Gideon Capital Advisors
New York
$469K -$1.62M -28,324 -79%
RFO
1643
RiverGlades Family Offices
Florida
$469K -$57.3K -1,000 -12%
HT
1644
Heritage Trust
Oklahoma
$468K +$417K +7,286 New
SFSG
1645
Stearns Financial Services Group
North Carolina
$467K +$31.8K +555 +8%
CMBA
1646
C.M. Bidwell & Associates
Hawaii
$466K +$416K +7,265 New
BOPW
1647
Brandywine Oak Private Wealth
Pennsylvania
$464K -$80.2K -1,400 -16%
GC
1648
GFG Capital
Florida
$464K +$414K +7,231 New
NG
1649
Northstar Group
New York
$463K +$16.4K +286 +4%
DP
1650
Dearborn Partners
Illinois
$463K +$413K +7,209 New

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.