Bristol-Myers Squibb
BMY
1,303 hedge funds and large institutions have $61B invested in Bristol-Myers Squibb in 2014 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 456 increasing their positions, 541 reducing their positions, and 48 closing their positions.
23% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 48
16% more funds holding in top 10
Funds holding in top 10: 37 → 43 (+6)
13% more call options, than puts
Call options by funds: $852M | Put options by funds: $752M
6% more capital invested
Capital invested by funds: $57.5B → $61B (+$3.44B)
0.29% more ownership
Funds ownership: 71.56% → 71.85% (+0.29%)
0% more funds holding
Funds holding: 1,303 → 1,303 (0)
16% less repeat investments, than reductions
Existing positions increased: 456 | Existing positions reduced: 541
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$723M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$243M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$205M |
| 4 |
Jennison Associates
New York
|
+$175M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$152M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$603M |
| 2 |
JP Morgan Chase
New York
|
-$298M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$176M |
| 4 |
Renaissance Technologies
New York
|
-$109M |
| 5 |
IC
Institutional Capital
Chicago,
Illinois
|
-$106M |
BMY Hedge Fund Activity: Q3 2014 in Review
1,303 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q3 2014, worth a combined $61B — up 6% from $57.5B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new BMY positions and 48 closed out — a net gain of 11 holders — while 456 added to existing stakes and 541 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $723M. The largest seller was Norges Bank, cutting an estimated $603M.
- 1,303 institutional investors held Bristol-Myers Squibb (BMY) as of Q3 2014, unchanged from Q2 2014.
- Funds reported $61B of Bristol-Myers Squibb stock for Q3 2014, up 6% quarter-over-quarter.
- 59 funds opened new Bristol-Myers Squibb positions in Q3 2014 and 48 closed out, a net change of +11 holders.
- The largest Bristol-Myers Squibb buyer in Q3 2014 was Wellington Management Group, an estimated $723M added.
- The largest Bristol-Myers Squibb seller in Q3 2014 was Norges Bank, an estimated $603M sold.
Based on aggregated 13F filings for Q3 2014.