Bristol-Myers Squibb
BMY
1,524 hedge funds and large institutions have $78.8B invested in Bristol-Myers Squibb in 2016 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 583 increasing their positions, 607 reducing their positions, and 85 closing their positions.
33% more call options, than puts
Call options by funds: $680M | Put options by funds: $512M
11% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 85
0.24% less ownership
Funds ownership: 74% → 73.76% (-0.24%)
1% less funds holding
Funds holding: 1,535 → 1,524 (-11)
4% less repeat investments, than reductions
Existing positions increased: 583 | Existing positions reduced: 607
7% less capital invested
Capital invested by funds: $84.9B → $78.8B (-$6.14B)
19% less funds holding in top 10
Funds holding in top 10: 97 → 79 (-18)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$1.04B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$526M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$314M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$168M |
| 5 |
SG Americas Securities
New York
|
+$124M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$504M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$274M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$180M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$157M |
| 5 |
LCOV
London Company of Virginia
Richmond,
Virginia
|
-$151M |
BMY Hedge Fund Activity: Q1 2016 in Review
1,524 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q1 2016, worth a combined $78.8B — down 7.2% from $84.9B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new BMY positions and 85 closed out — a net gain of 9 holders — while 583 added to existing stakes and 607 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $1.04B. The largest seller was Capital World Investors, cutting an estimated $504M.
- 1,524 institutional investors held Bristol-Myers Squibb (BMY) as of Q1 2016, down from 1,535 in Q4 2015.
- Funds reported $78.8B of Bristol-Myers Squibb stock for Q1 2016, down 7.2% quarter-over-quarter.
- 94 funds opened new Bristol-Myers Squibb positions in Q1 2016 and 85 closed out, a net change of +9 holders.
- The largest Bristol-Myers Squibb buyer in Q1 2016 was T. Rowe Price Associates, an estimated $1.04B added.
- The largest Bristol-Myers Squibb seller in Q1 2016 was Capital World Investors, an estimated $504M sold.
Based on aggregated 13F filings for Q1 2016.