Bristol-Myers Squibb
BMY
1,601 hedge funds and large institutions have $69.3B invested in Bristol-Myers Squibb in 2016 Q4 according to their latest regulatory filings, with 203 funds opening new positions, 564 increasing their positions, 632 reducing their positions, and 102 closing their positions.
99% more first-time investments, than exits
New positions opened: 203 | Existing positions closed: 102
20% more funds holding in top 10
Funds holding in top 10: 49 → 59 (+10)
9% more capital invested
Capital invested by funds: $63.8B → $69.3B (+$5.51B)
5% more funds holding
Funds holding: 1,523 → 1,601 (+78)
8% more call options, than puts
Call options by funds: $1.49B | Put options by funds: $1.38B
0.13% more ownership
Funds ownership: 70.8% → 70.93% (+0.13%)
11% less repeat investments, than reductions
Existing positions increased: 564 | Existing positions reduced: 632
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
+$1.23B |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$838M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$646M |
| 4 |
JP
Jana Partners
New York
|
+$212M |
| 5 |
Jennison Associates
New York
|
+$191M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$444M |
| 2 |
Morgan Stanley
New York
|
-$366M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$258M |
| 4 |
Renaissance Technologies
New York
|
-$227M |
| 5 |
JP Morgan Chase
New York
|
-$218M |
BMY Hedge Fund Activity: Q4 2016 in Review
1,601 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q4 2016, worth a combined $69.3B — up 8.6% from $63.8B a quarter earlier.
Buyers outnumbered sellers: 203 funds opened new BMY positions and 102 closed out — a net gain of 101 holders — while 564 added to existing stakes and 632 trimmed.
The largest buyer was Dodge & Cox, adding an estimated $1.23B. The largest seller was T. Rowe Price Associates, cutting an estimated $444M.
- 1,601 institutional investors held Bristol-Myers Squibb (BMY) as of Q4 2016, up from 1,523 in Q3 2016.
- Funds reported $69.3B of Bristol-Myers Squibb stock for Q4 2016, up 8.6% quarter-over-quarter.
- 203 funds opened new Bristol-Myers Squibb positions in Q4 2016 and 102 closed out, a net change of +101 holders.
- The largest Bristol-Myers Squibb buyer in Q4 2016 was Dodge & Cox, an estimated $1.23B added.
- The largest Bristol-Myers Squibb seller in Q4 2016 was T. Rowe Price Associates, an estimated $444M sold.
Based on aggregated 13F filings for Q4 2016.