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Bristol-Myers Squibb

1,595 hedge funds and large institutions have $64B invested in Bristol-Myers Squibb in 2017 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 575 increasing their positions, 658 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $1.81B | Put options by funds: $1.51B

19% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 88

1% more capital invested

Capital invested by funds: $63.5B → $64B (+$485M)

0% less funds holding

Funds holding: 1,5981,595 (-3)

1.17% less ownership

Funds ownership: 70.75%69.58% (-1.2%)

2% less funds holding in top 10

Funds holding in top 10: 4544 (-1)

13% less repeat investments, than reductions

Existing positions increased: 575 | Existing positions reduced: 658

Holders
1,595
Holders Change
-3
Holders Change %
-0.19%
% of All Funds
39.76%
Holding in Top 10
44
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.22%
% of All Funds
1.1%
New
105
Increased
575
Reduced
658
Closed
88
Calls
$1.81B
Puts
$1.51B
Net Calls
+$301M
Net Calls Change
-$57.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$8.41B -$84M -1,542,940 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$6.61B +$18.2M +333,685 +0.3%
BlackRock
3
BlackRock
New York
$5.54B +$129M +2,367,864 +2%
State Street
4
State Street
Massachusetts
$3.77B -$63.8M -1,173,319 -2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.04B -$357M -6,566,770 -15%
Capital World Investors
6
Capital World Investors
California
$1.76B -$342M -6,288,080 -17%
Dodge & Cox
7
Dodge & Cox
California
$1.65B +$25M +459,271 +2%
Northern Trust
8
Northern Trust
Illinois
$1.34B +$49.5M +910,496 +4%
Jennison Associates
9
Jennison Associates
New York
$1.29B +$64.5M +1,184,652 +5%
JP Morgan Chase
10
JP Morgan Chase
New York
$1.26B -$120M -2,197,486 -9%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$976M -$49.6M -910,985 -5%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$972M +$21.8M +399,850 +2%
Ameriprise
13
Ameriprise
Minnesota
$867M +$278K +5,108 +0%
Morgan Stanley
14
Morgan Stanley
New York
$858M -$281M -5,155,192 -25%
Norges Bank
15
Norges Bank
Norway
$828M +$31.6M +580,424 +4%
Renaissance Technologies
16
Renaissance Technologies
New York
$752M +$382M +7,020,200 +109%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$751M -$548M -10,079,650 -43%
Loomis, Sayles & Company
18
Loomis, Sayles & Company
Massachusetts
$737M +$3.58M +65,794 +0.5%
Invesco
19
Invesco
Georgia
$622M +$91.8M +1,686,197 +18%
Bank of America
20
Bank of America
North Carolina
$610M -$35.3M -649,525 -6%
Goldman Sachs
21
Goldman Sachs
New York
$575M -$23.6M -434,424 -4%
UBS Group
22
UBS Group
Switzerland
$496M +$74.2M +1,364,066 +18%
Wells Fargo
23
Wells Fargo
California
$485M +$33.5M +615,966 +8%
Legal & General Group
24
Legal & General Group
United Kingdom
$470M +$11.9M +217,920 +3%
Deutsche Bank
25
Deutsche Bank
Germany
$407M +$51M +937,952 +15%

BMY Hedge Fund Activity: Q2 2017 in Review

1,595 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q2 2017, worth a combined $64B — up 0.76% from $63.5B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new BMY positions and 88 closed out — a net gain of 17 holders — while 575 added to existing stakes and 658 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $382M. The largest seller was T. Rowe Price Associates, cutting an estimated $548M.

  • 1,595 institutional investors held Bristol-Myers Squibb (BMY) as of Q2 2017, down from 1,598 in Q1 2017.
  • Funds reported $64B of Bristol-Myers Squibb stock for Q2 2017, up 0.76% quarter-over-quarter.
  • 105 funds opened new Bristol-Myers Squibb positions in Q2 2017 and 88 closed out, a net change of +17 holders.
  • The largest Bristol-Myers Squibb buyer in Q2 2017 was Renaissance Technologies, an estimated $382M added.
  • The largest Bristol-Myers Squibb seller in Q2 2017 was T. Rowe Price Associates, an estimated $548M sold.

Based on aggregated 13F filings for Q2 2017.