Bristol-Myers Squibb
BMY
1,188 hedge funds and large institutions have $53B invested in Bristol-Myers Squibb in 2013 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 416 increasing their positions, 506 reducing their positions, and 52 closing their positions.
37% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 52
5% more capital invested
Capital invested by funds: $50.3B → $53B (+$2.73B)
4% more funds holding in top 10
Funds holding in top 10: 49 → 51 (+2)
1.07% more ownership
Funds ownership: 68.53% → 69.6% (+1.1%)
4% more call options, than puts
Call options by funds: $658M | Put options by funds: $632M
1% more funds holding
Funds holding: 1,179 → 1,188 (+9)
18% less repeat investments, than reductions
Existing positions increased: 416 | Existing positions reduced: 506
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$852M |
| 2 |
JP Morgan Chase
New York
|
+$408M |
| 3 |
O
OppenheimerFunds
New York
|
+$238M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$161M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$140M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Marsico Capital Management
Denver,
Colorado
|
-$331M |
| 2 |
Renaissance Technologies
New York
|
-$184M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$162M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$151M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$133M |
BMY Hedge Fund Activity: Q3 2013 in Review
1,188 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q3 2013, worth a combined $53B — up 5.4% from $50.3B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new BMY positions and 52 closed out — a net gain of 19 holders — while 416 added to existing stakes and 506 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $852M. The largest seller was Marsico Capital Management, exiting entirely with an estimated $331M sold.
- 1,188 institutional investors held Bristol-Myers Squibb (BMY) as of Q3 2013, up from 1,179 in Q2 2013.
- Funds reported $53B of Bristol-Myers Squibb stock for Q3 2013, up 5.4% quarter-over-quarter.
- 71 funds opened new Bristol-Myers Squibb positions in Q3 2013 and 52 closed out, a net change of +19 holders.
- The largest Bristol-Myers Squibb buyer in Q3 2013 was Wellington Management Group, an estimated $852M added.
- The largest Bristol-Myers Squibb seller in Q3 2013 was Marsico Capital Management, an estimated $331M sold.
Based on aggregated 13F filings for Q3 2013.