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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
JGIA
1726
Jackson Grant Investment Advisers
Connecticut
$391K +$630 +11 +0.2%
KPW
1727
Kore Private Wealth
New York
$391K +$18.4K +322 +6%
ATFA
1728
All Terrain Financial Advisors
Minnesota
$391K +$80.2K +1,401 +30%
MIH
1729
Meitav Investment House
Israel
$391K +$109K +1,900 +45%
RCA
1730
Resonant Capital Advisors
Wisconsin
$390K +$348K +6,083 New
SNBOSCI
1731
Security National Bank of Sioux City Iowa
Iowa
$389K +$7.33K +128 +2%
FSC
1732
Full Sail Capital
Oklahoma
$389K +$13K +227 +4%
AFP
1733
Ausdal Financial Partners
Iowa
$389K +$347K +6,063 New
IA
1734
IFG Advisors
Missouri
$388K
BCCM
1735
Bridge Creek Capital Management
Massachusetts
$388K +$30.8K +537 +10%
BOS
1736
Bingham Osborn & Scarborough
California
$387K +$26.9K +470 +8%
CTA
1737
Colonial Trust Advisors
South Carolina
$385K
SCM
1738
Schnieders Capital Management
California
$385K +$11.6K +203 +4%
GWCM
1739
Godshalk Welsh Capital Management
Pennsylvania
$385K +$74.5K +1,300 +28%
CPA
1740
Clear Perspective Advisors
Illinois
$383K -$29.3K -512 -8%
EBT
1741
Enterprise Bank & Trust
Massachusetts
$381K +$74.5K +1,300 +28%
MGIA
1742
Moneta Group Investment Advisors
Missouri
$380K -$130K -2,264 -28%
EGA
1743
E&G Advisors
Texas
$379K -$115K -2,000 -25%
CH
1744
Canton Hathaway
Rhode Island
$379K -$49.8K -870 -13%
KCM
1745
Kathmere Capital Management
Pennsylvania
$379K +$338K +5,902 New
LRIA
1746
Leonard Rickey Investment Advisors
Washington
$376K +$80.4K +1,404 +31%
MIC
1747
Meridian Investment Counsel
California
$376K +$335K +5,854 New
CFFP
1748
Center for Financial Planning
Michigan
$376K +$336K +5,860 New
EDRIA
1749
Edmonds Duncan Registered Investment Advisors
Kansas
$375K +$17.2K +300 +5%
MPCG
1750
Matrix Private Capital Group
New York
$375K +$334K +5,838 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.