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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
BWM
1951
BCS Wealth Management
Tennessee
$239K +$213K +3,726 New
LA
1952
LVW Advisors
New York
$238K +$212K +3,702 New
Connor, Clark & Lunn Investment Management (CC&L)
1953
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$238K +$212K +3,706 New
GEA
1954
Glen Eagle Advisors
New Jersey
$238K +$34.4K +601 +19%
BHWM
1955
Bay Harbor Wealth Management
Maryland
$237K -$88.3K -1,541 -29%
PAS
1956
Partnervest Advisory Services
California
$237K -$17.4K -303 -8%
SWMG
1957
Strategic Wealth Management Group
Maryland
$237K +$212K +3,693 New
GAB
1958
German American Bancorp
Indiana
$237K +$212K +3,698 New
HHGA
1959
Halbert Hargrove Global Advisors
California
$236K +$210K +3,670 New
ATWA
1960
Arbor Trust Wealth Advisors
Michigan
$236K +$211K +3,680 New
VC
1961
Vestor Capital
Illinois
$235K +$143K +2,500 +216%
RWM
1962
Ritholtz Wealth Management
New York
$235K +$210K +3,663 New
PP
1963
Parplus Partners
New York
$234K +$209K +3,649 New
GFS
1964
GYL Financial Synergies
Connecticut
$232K +$207K +3,607 New
DDC
1965
DF Dent & Co
Maryland
$231K +$206K +3,591 New
LFG
1966
LifePlan Financial Group
Ohio
$230K +$2.75K +48 +1%
TCPWM
1967
Traverso Chambers Private Wealth Management
California
$230K +$205K +3,586 New
PCTC
1968
Perkins Coie Trust Company
Washington
$229K +$15.1K +264 +8%
BONST
1969
Bank of Nova Scotia Trust
Ontario, Canada
$228K -$22.6K -394 -10%
PCA
1970
Private Capital Advisors
Connecticut
$226K +$201K +3,516 New
PVWM
1971
Point View Wealth Management
New Jersey
$226K +$202K +3,524 New
AWP
1972
Ascent Wealth Partners
New York
$226K +$202K +3,527 New
NAMP
1973
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$225K +$200K +3,500 New
DC
1974
DeDora Capital
California
$224K +$200K +3,485 New
CIA
1975
CCM Investment Advisers
South Carolina
$224K +$200K +3,500 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.