Bristol-Myers Squibb
BMY
1,454 hedge funds and large institutions have $75.9B invested in Bristol-Myers Squibb in 2015 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 511 increasing their positions, 581 reducing their positions, and 64 closing their positions.
30% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 64
0% more funds holding
Funds holding: 1,448 → 1,454 (+6)
0.31% more ownership
Funds ownership: 72.98% → 73.3% (+0.31%)
1% less call options, than puts
Call options by funds: $755M | Put options by funds: $760M
6% less capital invested
Capital invested by funds: $80.8B → $75.9B (-$4.89B)
10% less funds holding in top 10
Funds holding in top 10: 80 → 72 (-8)
12% less repeat investments, than reductions
Existing positions increased: 511 | Existing positions reduced: 581
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Winslow Capital Management
Minneapolis,
Minnesota
|
+$586M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$535M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$531M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$273M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$202M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$779M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$482M |
| 3 |
Jennison Associates
New York
|
-$266M |
| 4 |
JP Morgan Chase
New York
|
-$265M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$222M |
BMY Hedge Fund Activity: Q3 2015 in Review
1,454 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q3 2015, worth a combined $75.9B — down 6.1% from $80.8B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new BMY positions and 64 closed out — a net gain of 19 holders — while 511 added to existing stakes and 581 trimmed.
The largest buyer was Winslow Capital Management, opening a new position worth an estimated $586M. The largest seller was Capital International Investors, cutting an estimated $779M.
- 1,454 institutional investors held Bristol-Myers Squibb (BMY) as of Q3 2015, up from 1,448 in Q2 2015.
- Funds reported $75.9B of Bristol-Myers Squibb stock for Q3 2015, down 6.1% quarter-over-quarter.
- 83 funds opened new Bristol-Myers Squibb positions in Q3 2015 and 64 closed out, a net change of +19 holders.
- The largest Bristol-Myers Squibb buyer in Q3 2015 was Winslow Capital Management, an estimated $586M added.
- The largest Bristol-Myers Squibb seller in Q3 2015 was Capital International Investors, an estimated $779M sold.
Based on aggregated 13F filings for Q3 2015.