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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
EWA
2101
Evolution Wealth Advisors
Florida
$87K +$13.3K +232 +21%
CFD
2102
Creative Financial Designs
Indiana
$85K +$19K +331 +33%
MGI
2103
MayTech Global Investments
New York
$83K +$73.8K +1,289 New
RWB
2104
RMR Wealth Builders
New Jersey
$81K +$72.4K +1,265 New
MFT
2105
Moisand Fitzgerald Tamayo
Florida
$80K +$69.2K +1,209 +4,030%
NG
2106
NWK Group
California
$79K +$70.6K +1,232 New
CFN
2107
Cordasco Financial Network
Florida
$77K +$401 +7 +0.6%
ELI
2108
Empire Life Investments
Ontario, Canada
$76K +$68.2K +1,190 New
WPA
2109
West Paces Advisors
Georgia
$75K +$22.2K +388 +50%
FGAM
2110
Financial Gravity Asset Management
Texas
$75K +$55.9K +976 +150%
IRAG
2111
Investment Research & Advisory Group
Georgia
$75K +$67K +1,170 New
EARNEST Partners
2112
EARNEST Partners
Georgia
$74K +$20.5K +358 +45%
LWA
2113
Lenox Wealth Advisors
New York
$70K +$26.5K +462 +73%
AIS
2114
Accurate Investment Solutions
Pennsylvania
$69K +$57.6K +1,005 +1,305%
DWA
2115
Dougherty Wealth Advisers
Minnesota
$69K +$61.3K +1,070 New
AA
2116
Advisory Alpha
Michigan
$68.8K -$7.39K -129 -11%
CCM
2117
Cribstone Capital Management
Maine
$68K -$117K -2,040 -66%
CT
2118
Clearstead Trust
Maine
$68K
FWM
2119
Filbrandt Wealth Management
Wisconsin
$68K +$60.8K +1,061 New
DOA
2120
D'Orazio & Associates
Virginia
$66K +$115 +2 +0.2%
AIM
2121
Arcadia Investment Management
Michigan
$64K
SL
2122
Salomon & Ludwin
Virginia
$63K +$30.9K +540 +124%
NCM
2123
New Capital Management
Texas
$62K
AWM
2124
AllSquare Wealth Management
New York
$61K -$9.39K -164 -15%
LFA
2125
Lighthouse Financial Advisors
Maryland
$60K +$54K +943 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.