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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
WB
2176
West Bancorporation
Iowa
$17K +$14.8K +259 New
RG
2177
Retirement Group
California
$17K +$14.9K +260 New
HFS
2178
HBC Financial Services
Washington
$16K +$14.3K +250 New
BCM
2179
Brooktree Capital Management
Michigan
$15K +$13.2K +230 New
AGA
2180
Accuvest Global Advisors
Utah
$14K -$1.95K -34 -14%
SIAS
2181
Shine Investment Advisory Services
Colorado
$14K +$1.43K +25 +13%
CI
2182
Cordant Inc
Oregon
$14K +$12.5K +218 New
MWA
2183
Moser Wealth Advisors
Washington
$13K +$11.5K +200 New
PW
2184
Price Wealth
Texas
$12K +$10.4K +182 New
LF
2185
Lee Financial
Texas
$11K
SA
2186
SRH Advisors
Kansas
$11K +$1.15K +20 +13%
ST
2187
Sageworth Trust
Pennsylvania
$11K +$10K +175 New
OAJ
2188
Ogorek Anthony Joseph
New York
$11K +$10.5K +183 New
CAM
2189
Columbia Asset Management
Michigan
$10.1K +$203K +3,543 +29%
Capstone Investment Advisors
2190
Capstone Investment Advisors
New York
$10K +$8.53K +149 New
FCH
2191
Freestone Capital Holdings
Washington
$8.02K -$964K -16,835 -12%
Kayne Anderson Rudnick Investment Management
2192
Kayne Anderson Rudnick Investment Management
California
$8K +$7.16K +125 New
RA
2193
Rational Advisors
New York
$7K -$1.65M -28,781 -100%
CIAS
2194
CBIZ Investment Advisory Services
Ohio
$7K
PC
2195
Permanens Capital
New York
$7K
SIS
2196
Sound Income Strategies
Florida
$7K
NIM
2197
NuWave Investment Management
New Jersey
$7K +$229 +4 +4%
ACM
2198
Anfield Capital Management
California
$7K +$5.73K +100 New
LPWM
2199
Lake Point Wealth Management
Texas
$7K +$6.18K +108 New
CA
2200
CXI Advisors
Indiana
$7K +$6.3K +110 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.