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Bristol-Myers Squibb
BMY

Overview Fund Activity

1,518 hedge funds and large institutions have $63.3B invested in Bristol-Myers Squibb in 2016 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 663 increasing their positions, 547 reducing their positions, and 147 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,518
Holders Change
-55
Holders Change %
-3.5%
% of All Funds
40.57%
Holding in Top 10
49
Holding in Top 10 Change
-61
Holding in Top 10 Change %
-55.45%
% of All Funds
1.31%
New
109
Increased
663
Reduced
547
Closed
147
Calls
$1.15B
Puts
$1.38B
Net Calls
-$227M
Net Calls Change
-$366M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$367M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$324M
3
Morgan Stanley
Morgan Stanley
New York
+$309M
4
Capital World Investors
Capital World Investors
California
+$267M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$240M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.46B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$538M
3
Jennison Associates
Jennison Associates
New York
-$528M
4
Brown Advisory
Brown Advisory
Maryland
-$418M
5
Wells Fargo
Wells Fargo
California
-$361M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
576
Clearline Capital
New York
$3.07M +$3.07M +56,932 New
BFO
577
Boston Family Office
Massachusetts
$3.06M +$68.7K +1,275 +2%
HK
578
Horizon Kinetics
New York
$3.04M -$132K -2,452 -4%
KFC
579
Klingenstein Fields & Co
New York
$3.03M – – –
VIA
580
Virtus Investment Advisers
Connecticut
$3M +$3M +55,687 New
AT
581
Argent Trust
Texas
$2.99M +$65.4K +1,212 +2%
HA
582
Hamel Associates
New Jersey
$2.99M +$116K +2,150 +4%
PI
583
Pettee Investors
Connecticut
$2.99M -$48.7K -904 -2%
WAS
584
Winch Advisory Services
Wisconsin
$2.98M -$816K -15,129 -21%
TCOV
585
Trust Company of Vermont
Vermont
$2.97M +$593 +11 +0%
TNBTD
586
Trustmark National Bank Trust Department
Mississippi
$2.96M -$3.77K -70 -0.1%
SSA
587
Schonfeld Strategic Advisors
New York
$2.95M +$2.95M +54,797 New
DG
588
Davidson & Garrard
Virginia
$2.93M +$421K +7,817 +17%
CCM
589
Catawba Capital Management
Virginia
$2.92M +$149K +2,760 +5%
KRSITF
590
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.92M -$719K -13,332 -20%
FMW
591
Farr Miller & Washington
District of Columbia
$2.91M -$28.7K -533 -1%
SFWA
592
Summit Financial Wealth Advisors
Louisiana
$2.9M +$448K +8,303 +18%
SBH
593
Segall Bryant & Hamill
Illinois
$2.9M +$35.5K +658 +1%
YIA
594
YHB Investment Advisors
Connecticut
$2.9M -$341K -6,326 -11%
CA
595
Cetera Advisors
Colorado
$2.87M +$633K +11,762 +28%
DAM
596
Deltec Asset Management
New York
$2.86M +$2.86M +52,972 New
EFS
597
Essex Financial Services
Connecticut
$2.84M +$729K +13,561 +35%
BFIM
598
Beese Fulmer Investment Management
Ohio
$2.81M +$231K +4,278 +9%
GCA
599
Greenwood Capital Associates
South Carolina
$2.8M +$390K +7,239 +16%
AW
600
ACG Wealth
Georgia
$2.8M +$279K +5,177 +11%
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