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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 %
SDIC
601
South Dakota Investment Council
South Dakota
$2.78M – – –
Fiera Capital (Canada)
602
Fiera Capital (Canada)
Quebec, Canada
$2.77M +$497K +9,213 +22%
AIM
603
Assured Investment Management
New York
$2.77M +$2.77M +51,278 New
BFG
604
Beacon Financial Group
Texas
$2.76M -$3.18K -90 -0.1%
AF
605
Arrow Financial
New York
$2.74M -$159K -2,951 -5%
CGH
606
Crossmark Global Holdings
Texas
$2.74M +$2.74M +42,997 New
FTI
607
Fiduciary Trust International
Massachusetts
$2.72M – – –
DSC
608
Duncker Streett & Co
Missouri
$2.72M +$166K +3,070 +6%
III
609
Independent Investors Inc
New York
$2.72M -$31.3K -580 -1%
WSC
610
Wellington Shields & Co
New York
$2.72M -$48K -890 -2%
ISB
611
Iowa State Bank
Iowa
$2.71M -$156K -2,887 -5%
DAM
612
Doheny Asset Management
California
$2.7M -$32.4K -600 -1%
AAIM
613
American Assets Investment Management
California
$2.7M – – –
GECH
614
Garnet Equity Capital Holdings
New York
$2.7M +$2.7M +50,000 New
Simplex Trading
615
Simplex Trading
Illinois
$2.69M +$2.69M +49,802 New
RT
616
Rockland Trust
Massachusetts
$2.68M +$759K +14,086 +39%
JWM
617
Jacobus Wealth Management
Wisconsin
$2.67M -$120K -2,220 -4%
ARTA
618
A.R.T. Advisors
New York
$2.65M -$1.14M -21,132 -30%
LCM
619
Lucas Capital Management
New Jersey
$2.65M +$134K +2,485 +5%
WSCM
620
Wellington Shields Capital Management
New York
$2.63M -$716K -13,289 -21%
FP
621
Foundry Partners
Minnesota
$2.62M -$653K -12,107 -20%
GIM
622
Goelzer Investment Management
Indiana
$2.61M +$2.2M +40,817 +533%
GIM
623
Guardian Investment Management
California
$2.61M – – –
IP
624
Investment Partners
Ohio
$2.6M +$1.47M +27,310 +130%
DLCIG
625
D.L. Carlson Investment Group
New Hampshire
$2.6M -$69K -1,280 -3%
23 24
25
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