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Bristol-Myers Squibb

1,595 hedge funds and large institutions have $64B invested in Bristol-Myers Squibb in 2017 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 575 increasing their positions, 658 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $1.81B | Put options by funds: $1.51B

19% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 88

1% more capital invested

Capital invested by funds: $63.5B → $64B (+$485M)

0% less funds holding

Funds holding: 1,5981,595 (-3)

1.17% less ownership

Funds ownership: 70.75%69.58% (-1.2%)

2% less funds holding in top 10

Funds holding in top 10: 4544 (-1)

13% less repeat investments, than reductions

Existing positions increased: 575 | Existing positions reduced: 658

Holders
1,595
Holders Change
-3
Holders Change %
-0.19%
% of All Funds
39.76%
Holding in Top 10
44
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.22%
% of All Funds
1.1%
New
105
Increased
575
Reduced
658
Closed
88
Calls
$1.81B
Puts
$1.51B
Net Calls
+$301M
Net Calls Change
-$57.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
176
Conning Inc
Connecticut
$30M +$3.06M +56,180 +12%
ERSOT
177
Employees Retirement System of Texas
Texas
$29.7M +$1.63M +30,000 +6%
AIG
178
American International Group
New York
$29.6M -$163K -2,996 -0.6%
BC
179
Bartlett & Co
Ohio
$29.6M +$150K +2,759 +0.5%
GIBU
180
Gulf International Bank (UK)
United Kingdom
$29M +$43.5K +800 +0.2%
TB
181
Terril Brothers
Missouri
$28.5M +$1.07M +19,605 +4%
Fisher Asset Management
182
Fisher Asset Management
Washington
$28.3M -$8.67M -159,237 -24%
BTS
183
BB&T Securities
Virginia
$27.3M -$16.3M -299,801 -38%
LPL Financial
184
LPL Financial
California
$27.2M +$25.4M +465,991 +2,103%
WB
185
WesBanco Bank
West Virginia
$27.2M +$2.09M +38,337 +9%
HCM
186
Holland Capital Management
Illinois
$26.7M -$1.18M -21,712 -4%
AAM
187
Ardevora Asset Management
United Kingdom
$26.1M +$5.25M +96,400 +26%
Millennium Management
188
Millennium Management
New York
$26.1M -$17.7M -325,267 -41%
BC
189
Blackhill Capital
New Jersey
$26.1M -$424K -7,800 -2%
GI
190
GAMCO Investors
Connecticut
$26M -$2.56M -46,965 -9%
TPSF
191
Texas Permanent School Fund
Texas
$25.8M -$1.41M -25,859 -5%
RJFSA
192
Raymond James Financial Services Advisors
Florida
$25.3M +$2.21M +40,546 +10%
SG Americas Securities
193
SG Americas Securities
New York
$25.1M -$49M -900,125 -67%
CIBC World Market
194
CIBC World Market
Ontario, Canada
$24.9M +$5.35M +98,339 +28%
AAM
195
Aberdeen Asset Management
United Kingdom
$24.5M +$409K +7,508 +2%
SAM
196
Sentinel Asset Management
Vermont
$24.3M -$3.25M -59,800 -12%
PIA
197
Piedmont Investment Advisors
North Carolina
$24.2M +$4.34M +79,842 +23%
First Trust Advisors
198
First Trust Advisors
Illinois
$24.1M +$2.28M +41,892 +11%
BA
199
Boston Advisors
Massachusetts
$23.8M -$656K -12,055 -3%
DnB Asset Management
200
DnB Asset Management
Norway
$23.8M -$2.56M -47,000 -10%

BMY Hedge Fund Activity: Q2 2017 in Review

1,595 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q2 2017, worth a combined $64B — up 0.76% from $63.5B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new BMY positions and 88 closed out — a net gain of 17 holders — while 575 added to existing stakes and 658 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $382M. The largest seller was T. Rowe Price Associates, cutting an estimated $548M.

  • 1,595 institutional investors held Bristol-Myers Squibb (BMY) as of Q2 2017, down from 1,598 in Q1 2017.
  • Funds reported $64B of Bristol-Myers Squibb stock for Q2 2017, up 0.76% quarter-over-quarter.
  • 105 funds opened new Bristol-Myers Squibb positions in Q2 2017 and 88 closed out, a net change of +17 holders.
  • The largest Bristol-Myers Squibb buyer in Q2 2017 was Renaissance Technologies, an estimated $382M added.
  • The largest Bristol-Myers Squibb seller in Q2 2017 was T. Rowe Price Associates, an estimated $548M sold.

Based on aggregated 13F filings for Q2 2017.