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Bristol-Myers Squibb

1,595 hedge funds and large institutions have $64B invested in Bristol-Myers Squibb in 2017 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 575 increasing their positions, 658 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $1.81B | Put options by funds: $1.51B

19% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 88

1% more capital invested

Capital invested by funds: $63.5B → $64B (+$485M)

0% less funds holding

Funds holding: 1,5981,595 (-3)

1.17% less ownership

Funds ownership: 70.75%69.58% (-1.2%)

2% less funds holding in top 10

Funds holding in top 10: 4544 (-1)

13% less repeat investments, than reductions

Existing positions increased: 575 | Existing positions reduced: 658

Holders
1,595
Holders Change
-3
Holders Change %
-0.19%
% of All Funds
39.76%
Holding in Top 10
44
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.22%
% of All Funds
1.1%
New
105
Increased
575
Reduced
658
Closed
88
Calls
$1.81B
Puts
$1.51B
Net Calls
+$301M
Net Calls Change
-$57.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
201
Cohen & Steers
New York
$23.6M -$4.52K -83 -0%
KBC Group
202
KBC Group
Belgium
$23.5M -$24M -441,854 -51%
Schroder Investment Management Group
203
Schroder Investment Management Group
United Kingdom
$23.2M +$10.8M +198,629 +91%
Axa
204
Axa
France
$22.1M -$9.05M -166,355 -30%
SCI
205
S&CO Inc
Massachusetts
$21.8M +$365K +6,701 +2%
FAF
206
Fjarde Ap-fonden
Sweden
$21.6M +$2.91M +53,468 +16%
Voloridge Investment Management
207
Voloridge Investment Management
Florida
$21.6M +$21.1M +388,217 New
GH
208
GAM Holding
Switzerland
$21.1M -$1.56M -28,740 -7%
NMIMC
209
Northwestern Mutual Investment Management Company
Wisconsin
$21.1M +$2.17M +39,914 +12%
OPERF
210
Oregon Public Employees Retirement Fund
Oregon
$21M +$261K +4,800 +1%
TRSOTSOK
211
Teachers Retirement System of the State of Kentucky
Kentucky
$20.5M -$245K -4,500 -1%
HIMCH
212
Hartford Investment Management Co (HIMCO)
Connecticut
$20.5M -$3.39M -62,291 -14%
WJA
213
Williams Jones & Associates
New York
$20.1M -$210K -3,857 -1%
OC
214
Oppenheimer & Co
New York
$20M +$480K +8,813 +3%
AGA
215
Altrinsic Global Advisors
Connecticut
$19.9M -$4.77M -87,642 -20%
Squarepoint
216
Squarepoint
New York
$19.8M +$15M +275,078 +346%
CCP
217
Clough Capital Partners
Massachusetts
$19.7M -$1.88M -34,526 -9%
Capital Fund Management (CFM)
218
Capital Fund Management (CFM)
France
$19.7M +$19.2M +352,724 New
SC
219
Sessa Capital
New York
$19.5M
HFS
220
HL Financial Services
Kentucky
$19.5M -$326K -5,983 -2%
MA
221
MUFG Americas
New York
$19.4M +$2.26M +41,578 +14%
Zurich Cantonal Bank
222
Zurich Cantonal Bank
Switzerland
$19.4M -$257K -4,715 -1%
MPI
223
Mairs & Power Inc
Minnesota
$19.1M -$67.3K -1,237 -0.4%
GT
224
Glenmede Trust
Pennsylvania
$18.9M
CSIC
225
Clifford Swan Investment Counsel
California
$18.8M +$1.19M +21,777 +7%

BMY Hedge Fund Activity: Q2 2017 in Review

1,595 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q2 2017, worth a combined $64B — up 0.76% from $63.5B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new BMY positions and 88 closed out — a net gain of 17 holders — while 575 added to existing stakes and 658 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $382M. The largest seller was T. Rowe Price Associates, cutting an estimated $548M.

  • 1,595 institutional investors held Bristol-Myers Squibb (BMY) as of Q2 2017, down from 1,598 in Q1 2017.
  • Funds reported $64B of Bristol-Myers Squibb stock for Q2 2017, up 0.76% quarter-over-quarter.
  • 105 funds opened new Bristol-Myers Squibb positions in Q2 2017 and 88 closed out, a net change of +17 holders.
  • The largest Bristol-Myers Squibb buyer in Q2 2017 was Renaissance Technologies, an estimated $382M added.
  • The largest Bristol-Myers Squibb seller in Q2 2017 was T. Rowe Price Associates, an estimated $548M sold.

Based on aggregated 13F filings for Q2 2017.