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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
OAM
1851
Optimal Asset Management
California
$297K +$265K +4,630 New
CBFP
1852
Cedar Brook Financial Partners
Ohio
$297K +$265K +4,631 New
WAG
1853
Winthrop Advisory Group
Massachusetts
$297K +$267K +4,655 New
CIC
1854
Cornercap Investment Counsel
Georgia
$296K -$2.7M -47,058 -91%
SAM
1855
S.A. Mason
Michigan
$296K +$264K +4,614 New
GWM
1856
GSB Wealth Management
Connecticut
$295K
CS
1857
Capital Square
Tennessee
$295K +$263K +4,599 New
CFG
1858
Cooper Financial Group
California
$295K +$263K +4,599 New
WOC
1859
West Oak Capital
California
$294K +$22.9K +400 +10%
AIM
1860
Aurora Investment Managers
Florida
$294K +$262K +4,574 New
MPW
1861
Monterey Private Wealth
California
$294K +$262K +4,582 New
SP
1862
Successful Portfolios
Florida
$293K +$11.5K +200 +5%
HWM
1863
Howard Wealth Management
Connecticut
$291K +$260K +4,542 New
MIG
1864
McGuire Investment Group
Rhode Island
$290K +$258K +4,511 New
TCOK
1865
Trust Company of Kansas
Kansas
$290K +$259K +4,523 New
EWM
1866
Endurance Wealth Management
Rhode Island
$288K +$74.5K +1,301 +41%
JFA
1867
JNBA Financial Advisors
Minnesota
$287K +$22.4K +391 +10%
SHA
1868
Seneca House Advisors
Virginia
$286K +$57 +1 +0%
RFN
1869
RDA Financial Network
Iowa
$284K +$254K +4,435 New
RHJA
1870
Rice Hall James & Associates
California
$283K
RPA
1871
Rock Point Advisors
Vermont
$283K +$252K +4,406 New
OC
1872
Oarsman Capital
Wisconsin
$283K +$252K +4,408 New
FA
1873
Faithward Advisors
Pennsylvania
$282K +$251K +4,388 New
SCG
1874
Sonata Capital Group
Washington
$281K +$251K +4,379 New
FA
1875
Financial Advisors
Massachusetts
$280K +$250K +4,358 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.