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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
FRM
2251
Fox Run Management
Connecticut
-$344K -6,783 Closed
TCM
2252
Tuttle Capital Management
Connecticut
-$302K -6,289 Closed
BCM
2253
BlueCrest Capital Management
Jersey
-$292K -5,766 Closed
PAM
2254
Premier Asset Management
Illinois
-$272K -5,364 Closed
MIM
2255
Moseley Investment Management
Florida
-$269K -5,300 Closed
GM
2256
GeoWealth Management
Illinois
-$259K -5,109 Closed
TL
2257
TowerView LLC
New York
-$254K -5,000 Closed
SDAM
2258
Shulman DeMeo Asset Management
New York
-$249K -4,911 Closed
HCM
2259
HMS Capital Management
Tennessee
-$300K -4,840 Closed
LDFR
2260
Lehman & Derafelo Financial Resources
Pennsylvania
-$240K -4,725 Closed
PAG
2261
Private Advisory Group
Washington
-$208K -4,095 Closed
NEPWA
2262
New England Private Wealth Advisors
Massachusetts
-$203K -4,025 Closed
AMCA
2263
Arthur M. Cohen & Associates
Illinois
-$202 -3,990 Closed
EW
2264
Evoke Wealth
California
-$168K -3,311 Closed
NCM
2265
Nelson Capital Management
California
-$154K -3,028 Closed
GSWM
2266
Golden State Wealth Management
California
-$132K -2,598 Closed
NIC
2267
Northwest Investment Counselors
Oregon
-$93K -1,834 Closed
WC
2268
Weil Company
California
-$56K -1,100 Closed
CAGAS
2269
Capital Advisory Group Advisory Services
Minnesota
-$51K -1,023 Closed
NICM
2270
Neo Ivy Capital Management
New York
-$30K -621 Closed
GWAG
2271
Garrett Wealth Advisory Group
Texas
-$26.3K -519 Closed
WCM
2272
Whitener Capital Management
North Carolina
-$19K -378 Closed
RFWA
2273
RPg Family Wealth Advisory
Massachusetts
-$18.8K -370 Closed
AM
2274
Atwater Malick
Pennsylvania
-$6K -125 Closed
SB
2275
Strategic Blueprint
Georgia
-$5K -89 Closed

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.