Bristol-Myers Squibb
BMY
1,577 hedge funds and large institutions have $90.7B invested in Bristol-Myers Squibb in 2016 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 577 increasing their positions, 639 reducing their positions, and 43 closing their positions.
165% more first-time investments, than exits
New positions opened: 114 | Existing positions closed: 43
39% more funds holding in top 10
Funds holding in top 10: 79 → 110 (+31)
21% more call options, than puts
Call options by funds: $785M | Put options by funds: $647M
15% more capital invested
Capital invested by funds: $78.8B → $90.7B (+$11.9B)
3% more funds holding
Funds holding: 1,524 → 1,577 (+53)
0.13% more ownership
Funds ownership: 73.76% → 73.89% (+0.13%)
10% less repeat investments, than reductions
Existing positions increased: 577 | Existing positions reduced: 639
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$495M |
| 2 |
JP Morgan Chase
New York
|
+$397M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$254M |
| 4 |
SGA
Sustainable Growth Advisers
Stamford,
Connecticut
|
+$94.3M |
| 5 |
JFL
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
+$94.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$517M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$376M |
| 3 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$209M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$209M |
| 5 |
Capital World Investors
Los Angeles,
California
|
-$206M |
BMY Hedge Fund Activity: Q2 2016 in Review
1,577 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q2 2016, worth a combined $90.7B — up 15% from $78.8B a quarter earlier.
Buyers outnumbered sellers: 114 funds opened new BMY positions and 43 closed out — a net gain of 71 holders — while 577 added to existing stakes and 639 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $495M. The largest seller was Wellington Management Group, cutting an estimated $517M.
- 1,577 institutional investors held Bristol-Myers Squibb (BMY) as of Q2 2016, up from 1,524 in Q1 2016.
- Funds reported $90.7B of Bristol-Myers Squibb stock for Q2 2016, up 15% quarter-over-quarter.
- 114 funds opened new Bristol-Myers Squibb positions in Q2 2016 and 43 closed out, a net change of +71 holders.
- The largest Bristol-Myers Squibb buyer in Q2 2016 was T. Rowe Price Associates, an estimated $495M added.
- The largest Bristol-Myers Squibb seller in Q2 2016 was Wellington Management Group, an estimated $517M sold.
Based on aggregated 13F filings for Q2 2016.