Bristol-Myers Squibb
BMY
1,766 hedge funds and large institutions have $62.7B invested in Bristol-Myers Squibb in 2018 Q4 according to their latest regulatory filings, with 208 funds opening new positions, 555 increasing their positions, 748 reducing their positions, and 155 closing their positions.
34% more first-time investments, than exits
New positions opened: 208 | Existing positions closed: 155
2% more funds holding
Funds holding: 1,730 → 1,766 (+36)
0.61% more ownership
Funds ownership: 73.88% → 74.49% (+0.61%)
1% less call options, than puts
Call options by funds: $1.13B | Put options by funds: $1.14B
2% less funds holding in top 10
Funds holding in top 10: 42 → 41 (-1)
16% less capital invested
Capital invested by funds: $74.8B → $62.7B (-$12.1B)
26% less repeat investments, than reductions
Existing positions increased: 555 | Existing positions reduced: 748
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
+$517M |
| 2 |
Millennium Management
New York
|
+$263M |
| 3 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
+$218M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$202M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$179M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
-$558M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$370M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$342M |
| 4 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$328M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$174M |
BMY Hedge Fund Activity: Q4 2018 in Review
1,766 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q4 2018, worth a combined $62.7B — down 16% from $74.8B a quarter earlier.
Buyers outnumbered sellers: 208 funds opened new BMY positions and 155 closed out — a net gain of 53 holders — while 555 added to existing stakes and 748 trimmed.
The largest buyer was Dodge & Cox, adding an estimated $517M. The largest seller was Jennison Associates, cutting an estimated $558M.
- 1,766 institutional investors held Bristol-Myers Squibb (BMY) as of Q4 2018, up from 1,730 in Q3 2018.
- Funds reported $62.7B of Bristol-Myers Squibb stock for Q4 2018, down 16% quarter-over-quarter.
- 208 funds opened new Bristol-Myers Squibb positions in Q4 2018 and 155 closed out, a net change of +53 holders.
- The largest Bristol-Myers Squibb buyer in Q4 2018 was Dodge & Cox, an estimated $517M added.
- The largest Bristol-Myers Squibb seller in Q4 2018 was Jennison Associates, an estimated $558M sold.
Based on aggregated 13F filings for Q4 2018.