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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
BFC
1776
Bedel Financial Consulting
Indiana
$354K +$10.7K +186 +3%
GTAM
1777
Global Trust Asset Management
Florida
$353K +$258K +4,500 +450%
P
1778
&Partners
Tennessee
$349K +$311K +5,430 New
IIC
1779
Integrated Investment Consultants
Michigan
$348K -$4.29K -75 -1%
KBFS
1780
Kohmann Bosshard Financial Services
Ohio
$348K +$310K +5,414 New
RPWA
1781
Regent Peak Wealth Advisors
Georgia
$348K +$311K +5,424 New
WCM
1782
Wedge Capital Management
North Carolina
$347K +$76.3K +1,332 +33%
BCI
1783
Brinker Capital Investments
Pennsylvania
$347K +$81K +1,414 +35%
TC
1784
TwinBeech Capital
New York
$345K +$308K +5,374 New
ML
1785
McAdam LLC
Pennsylvania
$345K +$308K +5,380 New
AIM
1786
Anchor Investment Management
South Carolina
$345K +$61K +1,065 +25%
Flossbach Von Storch
1787
Flossbach Von Storch
Germany
$344K
EMG
1788
ETF Managers Group
New Jersey
$344K +$79.7K +1,392 +35%
CG
1789
Corundum Group
Colorado
$343K +$10.5K +184 +4%
PCMK
1790
Paragon Capital Management (Kansas)
Kansas
$342K
SW
1791
SkyOak Wealth
Michigan
$340K +$303K +5,293 New
BHB
1792
Bank Hapoalim BM
Israel
$340K +$303K +5,299 New
AWM
1793
Alterna Wealth Management
Texas
$340K +$304K +5,300 New
IAS
1794
IMA Advisory Services
Colorado
$339K +$20K +350 +7%
APW
1795
Acima Private Wealth
Virginia
$339K +$209K +3,646 +222%
PWPS
1796
Pinnacle Wealth Planning Services
Ohio
$339K +$303K +5,284 New
PVH
1797
Psagot Value Holdings
Israel
$338K +$70K +1,222 +30%
BCM
1798
BTR Capital Management
California
$338K +$71.6K +1,250 +31%
HIIFS
1799
Harel Insurance Investments & Financial Services
Israel
$335K +$261K +4,554 +685%
BFA
1800
Brendel Financial Advisors
New Hampshire
$334K

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.