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Bristol-Myers Squibb
BMY

Overview Fund Activity

1,312 hedge funds and large institutions have $61.7B invested in Bristol-Myers Squibb in 2013 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 389 increasing their positions, 567 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,312
Holders Change
+125
Holders Change %
+10.53%
% of All Funds
38.11%
Holding in Top 10
65
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+27.45%
% of All Funds
1.89%
New
179
Increased
389
Reduced
567
Closed
39
Calls
$776M
Puts
$870M
Net Calls
-$94.3M
Net Calls Change
-$121M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$766M
2
Capital International Investors
Capital International Investors
California
+$454M
3
PHS
PFM Health Sciences
California
+$400M
4
Citadel Advisors
Citadel Advisors
Florida
+$328M
5
Ameriprise
Ameriprise
Minnesota
+$326M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$839M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$425M
3
AIG
American International Group
New York
-$293M
4
Renaissance Technologies
Renaissance Technologies
New York
-$228M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$203M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
601
Evercore Wealth Management
New York
$2.1M -$1.63M -30,580 -44%
DWT
602
Dorsey & Whitney Trust
South Dakota
$2.1M +$63.4K +1,193 +3%
AWA
603
AmeriServ Wealth Advisors
Pennsylvania
$2.1M -$14.7K -276 -0.7%
TWA
604
TCI Wealth Advisors
Arizona
$2.1M – – –
SCA
605
Salient Capital Advisors
Texas
$2.09M +$17K +320 +0.8%
GG
606
Gofen & Glossberg
Illinois
$2.09M -$8.82K -166 -0.4%
SC
607
Scotia Capital
Ontario, Canada
$2.08M -$3.08M -57,902 -60%
WSTAM
608
Wilbanks Smith & Thomas Asset Management
Virginia
$2.08M -$165K -3,097 -7%
TCOV
609
Trust Company of Vermont
Vermont
$2.08M -$50.5K -951 -2%
OIM
610
Opus Investment Management
Massachusetts
$2.07M -$2.87M -54,038 -58%
SSG
611
Summit Securities Group
New York
$2.05M -$255K -4,800 -11%
CIM
612
Calvert Investment Management
Maryland
$2.04M +$64.9K +1,221 +3%
LDB
613
Lee, Danner & Bass
Tennessee
$2.03M +$50.1K +942 +3%
DWA
614
Douglass Winthrop Advisors
New York
$2.03M +$45.2K +850 +2%
SC
615
Schulhoff & Co
Ohio
$2.01M -$5.32K -100 -0.3%
BO
616
Bank OZK
Arkansas
$2M +$80.7K +1,520 +4%
NAM
617
NTV Asset Management
West Virginia
$1.99M – – –
MLL
618
Moody Lynn & Lieberson
Massachusetts
$1.99M -$29K -545 -1%
SA
619
Strategic Advisors
New York
$1.99M +$167K +3,135 +9%
I
620
IberiaBank
Louisiana
$1.95M -$1.15M -21,655 -37%
HCM
621
Howland Capital Management
Massachusetts
$1.93M -$11.4K -214 -0.6%
ICAS
622
Investors Capital Advisory Services
Massachusetts
$1.92M -$635K -11,962 -25%
BO
623
BRR OpCo
Ohio
$1.91M -$63.1K -1,188 -3%
PTC
624
Private Trust Company
Ohio
$1.9M -$2.12M -39,787 -53%
SAM
625
Symphony Asset Management
California
$1.9M +$635K +11,950 +50%
23 24
25
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