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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
Koshinski Asset Management
1751
Koshinski Asset Management
Illinois
$375K +$337K +5,886 New
RP
1752
Riverbridge Partners
Minnesota
$374K
PA
1753
Procyon Advisors
Connecticut
$374K +$334K +5,824 New
IGGA
1754
Iron Gate Global Advisors
Utah
$370K
AHC
1755
Adell Harriman & Carpenter
Texas
$369K +$329K +5,750 New
VCM
1756
Vigilant Capital Management
Maine
$369K -$17K -297 -5%
AAP
1757
Arax Advisory Partners
Colorado
$369K +$7.1K +124 +2%
QPWM
1758
Quadrant Private Wealth Management
Pennsylvania
$369K +$17.2K +300 +6%
FFA
1759
First Foundation Advisors
California
$369K +$59.8K +1,044 +22%
EP
1760
EPIQ Partners
Minnesota
$369K +$329K +5,748 New
AFAS
1761
Acorn Financial Advisory Services
Virginia
$368K +$327K +5,718 New
FWM
1762
Focused Wealth Management
New York
$367K -$8.65K -151 -3%
DA
1763
Dillon & Associates
Michigan
$364K +$326K +5,684 New
SRIM
1764
Saratoga Research & Investment Management
California
$362K -$3.72K -65 -1%
AIA
1765
Angeles Investment Advisors
California
$362K +$3.55K +62 +1%
DIM
1766
Delta Investment Management
California
$362K +$56.8K +991 +21%
WWM
1767
WT Wealth Management
Arizona
$361K
TWP
1768
Tempus Wealth Planning
California
$361K +$322K +5,627 New
SMFS
1769
Squar Milner Financial Services
California
$360K -$19.6K -343 -6%
OPCM
1770
Osborne Partners Capital Management
California
$360K +$26.6K +465 +9%
NS
1771
NewDay Solutions
New Hampshire
$358K +$11.5K +200 +4%
CWM
1772
Centric Wealth Management
Illinois
$356K +$6.13K +107 +2%
SAM
1773
SignalPoint Asset Management
Missouri
$356K +$20.3K +355 +7%
PPW
1774
Parcion Private Wealth
Washington
$356K +$317K +5,539 New
KPCM
1775
Kings Point Capital Management
New York
$355K -$24.6K -430 -7%

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.