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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
QCIG
1876
Quad-Cities Investment Group
Iowa
$278K +$12.9K +226 +6%
Acadian Asset Management
1877
Acadian Asset Management
Massachusetts
$277K
SJL
1878
Shayne & Jacobs LLC
Tennessee
$277K +$1.6K +28 +0.7%
ACM
1879
AUA Capital Management
Pennsylvania
$277K +$108K +1,884 +77%
MWM
1880
Minot Wealth Management
Massachusetts
$277K +$235K +4,108 New
AC
1881
Amia Capital
United Kingdom
$277K +$247K +4,321 New
MIA
1882
MainStreet Investment Advisors
Illinois
$277K +$248K +4,324 New
BL
1883
Balentine LLC
Georgia
$276K -$710K -12,392 -74%
PWP
1884
Personal Wealth Partners
Minnesota
$276K +$2.23K +39 +0.9%
CAL
1885
Capital Analysts LLC
Pennsylvania
$276K +$5.21K +91 +2%
CBA
1886
Coastal Bridge Advisors
Connecticut
$276K +$246K +4,301 New
TAM
1887
Townsend Asset Management
North Carolina
$275K +$245K +4,284 New
KCPG
1888
Kavar Capital Partners Group
Kansas
$274K
CI
1889
CX Institutional
Indiana
$273K +$21.5K +376 +10%
MC
1890
Miramar Capital
Illinois
$273K +$243K +4,239 New
KTA
1891
Keeley-Teton Advisors
Illinois
$271K +$115 +2 +0%
RI
1892
Rudd International
Florida
$271K +$242K +4,222 New
EF
1893
Exeter Financial
Arizona
$270K -$54.3K -948 -18%
SAM
1894
Security Asset Management
New York
$269K
ZB
1895
Zions Bancorporation
Utah
$269K +$29.7K +518 +14%
LFA
1896
Legacy Financial Advisors
Kentucky
$269K +$240K +4,193 New
Walleye Capital
1897
Walleye Capital
New York
$268K +$170K +2,970 +248%
LOPW
1898
Live Oak Private Wealth
North Carolina
$268K +$239K +4,173 New
CSPIA
1899
Cary Street Partners Investment Advisory
Virginia
$266K +$238K +4,148 New
JCM
1900
Jag Capital Management
Missouri
$265K -$44.7K -780 -16%

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.