Bristol-Myers Squibb
BMY
1,814 hedge funds and large institutions have $61.6B invested in Bristol-Myers Squibb in 2019 Q1 according to their latest regulatory filings, with 196 funds opening new positions, 724 increasing their positions, 667 reducing their positions, and 129 closing their positions.
52% more first-time investments, than exits
New positions opened: 196 | Existing positions closed: 129
18% more call options, than puts
Call options by funds: $3.19B | Put options by funds: $2.69B
4.62% more ownership
Funds ownership: 74.49% → 79.11% (+4.6%)
3% more funds holding
Funds holding: 1,766 → 1,814 (+48)
2% more funds holding in top 10
Funds holding in top 10: 41 → 42 (+1)
9% more repeat investments, than reductions
Existing positions increased: 724 | Existing positions reduced: 667
2% less capital invested
Capital invested by funds: $63.2B → $61.6B (-$1.54B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.54B |
| 2 |
Charles Schwab
San Francisco,
California
|
+$300M |
| 3 |
Renaissance Technologies
New York
|
+$269M |
| 4 |
Two Sigma Advisers
New York
|
+$263M |
| 5 |
Nordea Investment Management
Stockholm,
Sweden
|
+$247M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$486M |
| 2 |
D.E. Shaw & Co
New York
|
-$407M |
| 3 |
BlackRock
New York
|
-$396M |
| 4 |
Harris Associates
Chicago,
Illinois
|
-$318M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$241M |
BMY Hedge Fund Activity: Q1 2019 in Review
1,814 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q1 2019, worth a combined $61.6B — down 2.4% from $63.2B a quarter earlier.
Buyers outnumbered sellers: 196 funds opened new BMY positions and 129 closed out — a net gain of 67 holders — while 724 added to existing stakes and 667 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $1.54B. The largest seller was Wellington Management Group, cutting an estimated $486M.
- 1,814 institutional investors held Bristol-Myers Squibb (BMY) as of Q1 2019, up from 1,766 in Q4 2018.
- Funds reported $61.6B of Bristol-Myers Squibb stock for Q1 2019, down 2.4% quarter-over-quarter.
- 196 funds opened new Bristol-Myers Squibb positions in Q1 2019 and 129 closed out, a net change of +67 holders.
- The largest Bristol-Myers Squibb buyer in Q1 2019 was Fidelity Investments, an estimated $1.54B added.
- The largest Bristol-Myers Squibb seller in Q1 2019 was Wellington Management Group, an estimated $486M sold.
Based on aggregated 13F filings for Q1 2019.