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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
PHK
2076
Point72 Hong Kong
Hong Kong
$113K +$101K +1,763 New
BWP
2077
Baldwin Wealth Partners
Massachusetts
$112K +$44.2K +771 +79%
BWA
2078
BDO Wealth Advisors
Florida
$111K +$43K +750 +76%
AI
2079
ArchPoint Investors
Florida
$110K
AIC
2080
Ameritas Investment Company
Nebraska
$109K -$14.7K -256 -13%
TJHA
2081
Thomas J. Herzfeld Advisors
Florida
$109K
JWA
2082
JFS Wealth Advisors
Pennsylvania
$108K +$59.1K +1,032 +158%
EWM
2083
EPG Wealth Management
Georgia
$108K +$96K +1,677 New
TCM
2084
Tanaka Capital Management
New York
$108K +$96K +1,677 New
CA
2085
Centerpoint Advisors
Massachusetts
$105K
TFGT
2086
TS Financial Group (TSFG)
Illinois
$104K +$458 +8 +0.5%
MCM
2087
MV Capital Management
Maryland
$102K -$3.26K -57 -3%
SQA
2088
Simon Quick Advisors
New Jersey
$102K +$34.9K +610 +62%
AP
2089
Americana Partners
Texas
$102K +$91.5K +1,597 New
GFPC
2090
Global Financial Private Client
Florida
$101K +$90.1K +1,574 New
EI
2091
Ellevest Inc
New York
$101K +$77.6K +1,355 +610%
BWM
2092
BerganKDV Wealth Management
Minnesota
$98K +$18.3K +320 +27%
BWL
2093
Bogart Wealth LLC
Virginia
$97K -$5.21K -91 -6%
FWC
2094
First Washington Corp
Washington
$96K +$85.9K +1,500 New
PCM
2095
Penserra Capital Management
California
$96K +$86.6K +1,512 New
FFW
2096
Fusion Family Wealth
New York
$93K +$39.2K +685 +89%
HIM
2097
Hillsdale Investment Management
Ontario, Canada
$90K
APWM
2098
Atlas Private Wealth Management
New York
$90K +$79.9K +1,395 New
AIA
2099
Arcadia Investment Advisors
Idaho
$89.9K +$80.2K +1,400 New
SLF
2100
Sun Life Financial
Ontario, Canada
$88K +$1.95K +34 +3%

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.