Bristol-Myers Squibb
BMY
2,147 hedge funds and large institutions have $95.4B invested in Bristol-Myers Squibb in 2020 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 818 increasing their positions, 950 reducing their positions, and 180 closing their positions.
27% more funds holding in top 10
Funds holding in top 10: 106 → 135 (+29)
0.34% more ownership
Funds ownership: 75.42% → 75.76% (+0.34%)
3% less funds holding
Funds holding: 2,218 → 2,147 (-71)
14% less repeat investments, than reductions
Existing positions increased: 818 | Existing positions reduced: 950
16% less capital invested
Capital invested by funds: $113B → $95.4B (-$17.7B)
19% less first-time investments, than exits
New positions opened: 146 | Existing positions closed: 180
25% less call options, than puts
Call options by funds: $1.42B | Put options by funds: $1.89B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$547M |
| 2 |
Renaissance Technologies
New York
|
+$353M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$247M |
| 4 |
LCM
Laurion Capital Management
New York
|
+$193M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$164M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
-$855M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$487M |
| 3 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
-$335M |
| 4 |
Two Sigma Advisers
New York
|
-$325M |
| 5 |
RL
Ruffer LLP
London,
United Kingdom
|
-$276M |
BMY Hedge Fund Activity: Q1 2020 in Review
2,147 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q1 2020, worth a combined $95.4B — down 16% from $113B a quarter earlier.
Sellers outnumbered buyers: 180 funds closed out of BMY and 146 opened new positions — a net loss of 34 holders — while 950 trimmed existing stakes and 818 added.
The largest buyer was JP Morgan Chase, adding an estimated $547M. The largest seller was Dodge & Cox, cutting an estimated $855M.
- 2,147 institutional investors held Bristol-Myers Squibb (BMY) as of Q1 2020, down from 2,218 in Q4 2019.
- Funds reported $95.4B of Bristol-Myers Squibb stock for Q1 2020, down 16% quarter-over-quarter.
- 146 funds opened new Bristol-Myers Squibb positions in Q1 2020 and 180 closed out, a net change of -34 holders.
- The largest Bristol-Myers Squibb buyer in Q1 2020 was JP Morgan Chase, an estimated $547M added.
- The largest Bristol-Myers Squibb seller in Q1 2020 was Dodge & Cox, an estimated $855M sold.
Based on aggregated 13F filings for Q1 2020.