Bristol-Myers Squibb
BMY
1,535 hedge funds and large institutions have $84.9B invested in Bristol-Myers Squibb in 2015 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 544 increasing their positions, 562 reducing their positions, and 70 closing their positions.
141% more first-time investments, than exits
New positions opened: 169 | Existing positions closed: 70
35% more funds holding in top 10
Funds holding in top 10: 72 → 97 (+25)
17% more capital invested
Capital invested by funds: $72.3B → $84.9B (+$12.6B)
6% more funds holding
Funds holding: 1,454 → 1,535 (+81)
0.7% more ownership
Funds ownership: 73.3% → 74% (+0.7%)
3% less repeat investments, than reductions
Existing positions increased: 544 | Existing positions reduced: 562
31% less call options, than puts
Call options by funds: $554M | Put options by funds: $798M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$455M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$319M |
| 3 |
Jennison Associates
New York
|
+$295M |
| 4 |
Westfield Capital Management
Boston,
Massachusetts
|
+$184M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$158M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$714M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$256M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$183M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$166M |
| 5 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$116M |
BMY Hedge Fund Activity: Q4 2015 in Review
1,535 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q4 2015, worth a combined $84.9B — up 17% from $72.3B a quarter earlier.
Buyers outnumbered sellers: 169 funds opened new BMY positions and 70 closed out — a net gain of 99 holders — while 544 added to existing stakes and 562 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $455M. The largest seller was Capital World Investors, cutting an estimated $714M.
- 1,535 institutional investors held Bristol-Myers Squibb (BMY) as of Q4 2015, up from 1,454 in Q3 2015.
- Funds reported $84.9B of Bristol-Myers Squibb stock for Q4 2015, up 17% quarter-over-quarter.
- 169 funds opened new Bristol-Myers Squibb positions in Q4 2015 and 70 closed out, a net change of +99 holders.
- The largest Bristol-Myers Squibb buyer in Q4 2015 was T. Rowe Price Associates, an estimated $455M added.
- The largest Bristol-Myers Squibb seller in Q4 2015 was Capital World Investors, an estimated $714M sold.
Based on aggregated 13F filings for Q4 2015.