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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
VEA
2126
Virtus ETF Advisers
New York
$59K +$52.6K +919 New
PCM
2127
Pinz Capital Management
New York
$58K +$51.5K +900 New
BSPF
2128
British Steel Pension Fund
United Kingdom
$57K
ANBT
2129
American National Bank & Trust
Texas
$56K +$49.5K +865 New
1NWS
2130
1 North Wealth Services
Maryland
$55K +$1.89K +33 +4%
WAS
2131
Winch Advisory Services
Wisconsin
$54K +$48.5K +846 New
ICM
2132
Islay Capital Management
Texas
$53K +$47.1K +823 New
LAS
2133
Lloyd Advisory Services
Georgia
$53K +$47.3K +826 New
SC
2134
Solstein Capital
California
$51K +$45.6K +796 New
PO
2135
Private Ocean
California
$50K +$5.9K +103 +15%
IRC
2136
Investors Research Corp
Georgia
$49K +$17.2K +300 +64%
VCS
2137
Vaughan & Co Securities
New Jersey
$46.2K +$41.2K +720 New
FRA
2138
Front Row Advisors
California
$46K
CAL
2139
Capital Advisors Ltd
Ohio
$46K +$11.5K +201 +39%
HWM
2140
HighMark Wealth Management
Minnesota
$46K +$41.2K +719 New
AS
2141
Altshuler Shaham
Israel
$45K -$1.32M -23,075 -97%
CCA
2142
Column Capital Advisors
Indiana
$45K +$40.9K +714 New
MIM
2143
Macroview Investment Management
Maryland
$43K +$1.37K +24 +4%
RTC
2144
Riverview Trust Company
Washington
$40K
JIR
2145
James Investment Research
Ohio
$39K -$12.5K -219 -27%
SL
2146
Savior LLC
Massachusetts
$39K +$34.9K +609 New
BEI
2147
Benjamin Edwards Inc
Missouri
$38K +$8.25K +144 +32%
WCMN
2148
Westchester Capital Management (Nebraska)
Nebraska
$38K +$33.6K +587 New
AWM
2149
Avior Wealth Management
Nebraska
$36K +$11.7K +204 +59%
IA
2150
IndexIQ Advisors
New York
$36K +$32.5K +567 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.