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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
PG
1976
Patten Group
Tennessee
$223K +$199K +3,467 New
WIC
1977
Wilkins Investment Counsel
Massachusetts
$223K +$199K +3,479 New
RDWM
1978
Red Door Wealth Management
Tennessee
$221K +$191K +3,328 New
NA
1979
Nottingham Advisors
New York
$221K +$197K +3,437 New
LB
1980
Landmark Bank
Missouri
$221K +$198K +3,450 New
FVCM
1981
F&V Capital Management
Florida
$220K +$196K +3,429 New
BCM
1982
Becker Capital Management
Oregon
$220K +$196K +3,430 New
PFM
1983
Parsec Financial Management
North Carolina
$218K -$34.4K -600 -15%
PMFA
1984
Plante Moran Financial Advisors
Michigan
$218K +$57.5K +1,004 +42%
BWAM
1985
Boyd Watterson Asset Management
Ohio
$218K +$194K +3,390 New
DA
1986
Doliver Advisors
Texas
$218K +$195K +3,403 New
MCWA
1987
Meadow Creek Wealth Advisors
Georgia
$217K +$194K +3,380 New
TCM
1988
Tradewinds Capital Management
Washington
$216K +$107K +1,875 +126%
RM
1989
Resource Management
Louisiana
$216K +$193K +3,364 New
EWP
1990
Engrave Wealth Partners
Texas
$216K +$193K +3,373 New
FBB
1991
Fulton Breakefield Broenniman
Maryland
$214K +$191K +3,336 New
SBWIC
1992
Schaper Benz & Wise Investment Counsel
Wisconsin
$214K +$191K +3,338 New
BAM
1993
Barrett Asset Management
New York
$213K -$870K -15,185 -82%
SC
1994
Stratford Consulting
Texas
$213K +$190K +3,322 New
ACM
1995
Armbruster Capital Management
New York
$213K +$190K +3,326 New
FLI
1996
Family Legacy Inc
South Carolina
$213K +$191K +3,340 New
NFP
1997
Narus Financial Partners
Utah
$213K +$190K +3,317 New
GAM
1998
Garrison Asset Management
Arkansas
$212K +$189K +3,298 New
KFGK
1999
Keystone Financial Group (Kentucky)
Kentucky
$212K +$189K +3,304 New
IA
2000
Independence Advisors
Pennsylvania
$212K +$190K +3,309 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.