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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
MSFP
2051
Mark Sheptoff Financial Planning
Connecticut
$166K +$6.24K +109 +4%
SIA
2052
SeaBridge Investment Advisors
New Jersey
$165K +$24.6K +430 +20%
AWA
2053
Arkadios Wealth Advisors
Georgia
$163K +$141K +2,465 New
BC
2054
Barnett & Company
Tennessee
$161K +$143K +2,505 New
SFSIG
2055
San Francisco Sentry Investment Group
California
$160K -$105K -1,825 -42%
CFG
2056
CKW Financial Group
Hawaii
$160K
SIAP
2057
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$154K +$974 +17 +0.7%
SM
2058
Salzhauer Michael
$150K
TAIM
2059
TD Ameritrade Investment Management
Nebraska
$148K +$4.24K +74 +3%
GWMIA
2060
Global Wealth Management Investment Advisory
Florida
$146K +$22.6K +394 +21%
QAM
2061
QCI Asset Management
New York
$141K -$58.9K -1,028 -31%
AP
2062
Advisors Preferred
Maryland
$140K +$125K +2,188 New
TIM
2063
Tortoise Investment Management
New York
$139K +$37.5K +655 +43%
CAC
2064
Certified Advisory Corp
Florida
$138K +$11.7K +204 +10%
PB
2065
Pinnacle Bancorp
Nebraska
$136K +$35.8K +625 +42%
CPA
2066
Cowen Prime Advisors
New York
$135K
FWM
2067
FSA Wealth Management
Massachusetts
$135K +$121K +2,109 New
GWS
2068
Glassman Wealth Services
Virginia
$131K +$92.2K +1,610 +375%
APC
2069
Aspire Private Capital
North Carolina
$126K +$2.81K +49 +3%
CWM
2070
Cranbrook Wealth Management
Michigan
$123K +$5.27K +92 +5%
Credit Agricole
2071
Credit Agricole
France
$121K -$64.3K -1,122 -37%
TVWM
2072
Tower View Wealth Management
Wisconsin
$121K +$16K +280 +17%
HWA
2073
Heritage Wealth Advisors
Virginia
$117K +$60.9K +1,063 +139%
WQ
2074
Wealth Quarterback
New Jersey
$116K +$473K +8,251 New
IFAM
2075
Institutional & Family Asset Management
Colorado
$113K +$4.58K +80 +5%

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.