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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
SWM
1901
Segment Wealth Management
Texas
$265K +$237K +4,133 New
ECG
1902
Edge Capital Group
Georgia
$264K +$235K +4,111 New
PCP
1903
Proficio Capital Partners
Massachusetts
$264K +$236K +4,117 New
DIP
1904
DT Investment Partners
Pennsylvania
$263K +$235K +4,100 New
VVP
1905
Venture Visionary Partners
Ohio
$263K +$235K +4,104 New
CTA
1906
Chesley Taft & Associates
Illinois
$262K +$234K +4,088 New
VWA
1907
Visionary Wealth Advisors
Illinois
$261K +$232K +4,054 New
OFS
1908
Orrstown Financial Services
Pennsylvania
$260K +$223K +3,900 New
B
1909
Bridgeworth
Alabama
$259K +$231K +4,031 New
FPFS
1910
First Personal Financial Services
North Carolina
$258K +$68.3K +1,193 +42%
BMCM
1911
Bryn Mawr Capital Management
Pennsylvania
$258K +$230K +4,018 New
VWM
1912
Valley Wealth Managers
New Jersey
$258K +$231K +4,027 New
GBA
1913
Garrison Bradford & Associates
New York
$257K
PLFAM
1914
Pineno Levin & Ford Asset Management
Virginia
$257K +$2.86K +50 +1%
MA
1915
MONECO Advisors
Connecticut
$257K +$221K +3,854 New
HA
1916
HYA Advisors
Missouri
$257K +$229K +3,998 New
FDS
1917
First Dallas Securities
Texas
$257K +$229K +4,000 New
CWM
1918
Cedar Wealth Management
California
$256K -$33.5K -585 -13%
CVM
1919
Cheviot Value Management
California
$256K
HCM
1920
Hutchinson Capital Management
California
$255K
VWA
1921
V Wealth Advisors
Kansas
$255K
NFG
1922
Nations Financial Group
Iowa
$253K +$16.6K +289 +8%
FPS
1923
Fieldpoint Private Securities
Connecticut
$252K -$5.55K -97 -2%
AIM
1924
AIA Investment Management
Singapore
$252K +$39.6K +691 +21%
AWM
1925
Atticus Wealth Management
Florida
$252K +$224K +3,919 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.