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Bristol-Myers Squibb
BMY

Overview Fund Activity

1,301 hedge funds and large institutions have $57.6B invested in Bristol-Myers Squibb in 2014 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 466 increasing their positions, 535 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,301
Holders Change
-26
Holders Change %
-1.96%
% of All Funds
37.42%
Holding in Top 10
37
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-35.09%
% of All Funds
1.06%
New
66
Increased
466
Reduced
535
Closed
84
Calls
$538M
Puts
$720M
Net Calls
-$181M
Net Calls Change
-$297M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.49B
2
Norges Bank
Norges Bank
Norway
+$585M
3
IC
Institutional Capital
Illinois
+$486M
4
WRF
Waddell & Reed Financial
Kansas
+$129M
5
BG
BlackRock Group
United Kingdom
+$109M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$603M
2
PHS
PFM Health Sciences
California
-$401M
3
Jennison Associates
Jennison Associates
New York
-$259M
4
TCIM
TIAA CREF Investment Management
New York
-$174M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
726
Atria Investments
North Carolina
$1.22M +$86.1K +1,774 +8%
TTWM
727
TCV Trust & Wealth Management
Virginia
$1.22M +$185K +3,821 +18%
CL
728
CPWM LLC
Washington
$1.21M +$24.3K +500 +2%
ICOA
729
Investment Centers of America
North Dakota
$1.21M -$516K -10,585 -30%
HHC
730
Hutchin Hill Capital
New York
$1.2M +$878K +18,100 +270%
CHJWM
731
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.2M +$427K +8,811 +55%
PPSG
732
Princeton Portfolio Strategies Group
New Jersey
$1.2M +$434K +8,950 +57%
TCOTO
733
Trust Company of the Ozarks
Missouri
$1.2M -$34K -700 -3%
BCB
734
Brian C. Broderick
$1.19M -$4.85K -100 -0.4%
BB
735
Busey Bank
Illinois
$1.19M -$61.1K -1,259 -5%
HAIM
736
Hunter Associates Investment Management
Pennsylvania
$1.19M -$169K -3,491 -12%
CAM
737
Capstone Asset Management
Texas
$1.18M -$1.83M -37,686 -61%
LI
738
LMCG Investments
Massachusetts
$1.17M +$10.6K +219 +0.9%
JCM
739
Janney Capital Management
Pennsylvania
$1.17M +$56.4K +1,162 +5%
CHC
740
City Holding Co
West Virginia
$1.17M +$214K +4,225 +22%
AGI
741
Athena Global Investors
Virginia
$1.16M – – –
AP
742
Appleton Partners
Massachusetts
$1.16M -$57K -1,175 -5%
LNB
743
Ledyard National Bank
$1.16M -$16.6K -342 -1%
EB
744
Eastern Bank
Massachusetts
$1.16M -$38.3K -789 -3%
LCM
745
LVM Capital Management
Michigan
$1.15M – – –
TIA
746
Trust Investment Advisors
Indiana
$1.15M +$34K +700 +3%
Luther King Capital Management (LKCM)
747
Luther King Capital Management (LKCM)
Texas
$1.14M +$323K +6,664 +39%
ST
748
Semper Trust
Pennsylvania
$1.14M -$9.71K -200 -0.8%
TSW
749
Thompson Siegel & Walmsley
Virginia
$1.14M +$14.6K +300 +1%
BAS
750
Brown Advisory Securities
Maryland
$1.12M +$112K +2,301 +11%
28 29
30
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