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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
KFI
1676
Key Financial Inc
Pennsylvania
$434K +$387K +6,755 New
JFA
1677
Johanson Financial Advisors
California
$434K +$1.59M +27,838 New
AW
1678
Alpha Windward
Massachusetts
$432K +$76.9K +1,343 +25%
LWANC
1679
Laurel Wealth Advisors (North Carolina)
North Carolina
$431K
GBT
1680
Grove Bank & Trust
Florida
$428K +$18.4K +321 +5%
IAMOG
1681
Investors Asset Management of Georgia
Georgia
$425K +$2.86K +50 +0.8%
MSA
1682
Marino Stram & Associates
Massachusetts
$425K +$50K +873 +15%
HCM
1683
Hall Capital Management
Rhode Island
$424K +$17.5K +305 +5%
KWMG
1684
King Wealth Management Group
Florida
$424K +$25.9K +453 +7%
SCA
1685
STALEY CAPITAL ADVISERS
Pennsylvania
$423K +$30.1K +525 +9%
RWA
1686
River Wealth Advisors
Pennsylvania
$423K +$377K +6,585 New
PFGIA
1687
Patriot Financial Group Insurance Agency
Massachusetts
$422K +$83.4K +1,456 +28%
JGGDR
1688
JGP Global Gestao de Recursos
Brazil
$421K +$376K +6,560 New
PGA
1689
Portland Global Advisors
Maine
$420K
NPP
1690
New Potomac Partners
Maryland
$420K +$295K +5,145 +368%
HMS
1691
Hanseatic Management Services
New Mexico
$420K +$374K +6,539 New
PIA
1692
Powell Investment Advisors
Florida
$420K +$375K +6,544 New
PTC
1693
Provident Trust Company
Wisconsin
$419K +$4.58K +80 +1%
EP
1694
Edgestream Partners
New Jersey
$419K +$374K +6,522 New
MFP
1695
Meridian Financial Partners
Virginia
$418K -$12.5K -219 -3%
SC
1696
Steph & Co
Wisconsin
$418K +$373K +6,511 New
SIA
1697
Strategic Investment Advisors
Michigan
$417K +$34.2K +597 +10%
AIM
1698
Avity Investment Management
Connecticut
$416K
TFA
1699
Toth Financial Advisory
Virginia
$415K +$66.9K +1,168 +22%
TGAM
1700
TBH Global Asset Management
Tennessee
$415K +$370K +6,463 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.