BMY icon

Bristol-Myers Squibb
BMY

Overview Fund Activity

1,573 hedge funds and large institutions have $90.9B invested in Bristol-Myers Squibb in 2016 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 576 increasing their positions, 640 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,573
Holders Change
+53
Holders Change %
+3.49%
% of All Funds
42.04%
Holding in Top 10
110
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+39.24%
% of All Funds
2.94%
New
114
Increased
576
Reduced
640
Closed
43
Calls
$785M
Puts
$647M
Net Calls
+$138M
Net Calls Change
-$29.5M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$515M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$413M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$264M
4
SGA
Sustainable Growth Advisers
Connecticut
+$98.1M
5
WA
WestEnd Advisors
North Carolina
+$95M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$1.88B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$538M
3
Franklin Resources
Franklin Resources
California
-$392M
4
BA
BlackRock Advisors
Delaware
-$218M
5
Ameriprise
Ameriprise
Minnesota
-$217M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWCFA
776
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.88M +$318K +4,320 +20%
RW
777
Rand Wealth
Maryland
$1.88M -$16.9K -230 -0.9%
Fayez Sarofim & Co
778
Fayez Sarofim & Co
Texas
$1.87M +$312K +4,236 +20%
SACTSONJ
779
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.85M – – –
JFGIW
780
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.85M +$190K +2,583 +11%
WRM
781
Westport Resources Management
Connecticut
$1.85M -$42.9K -583 -2%
AAM
782
Advisors Asset Management
Colorado
$1.85M +$1.85M +25,086 New
AIA
783
AGF Investments America
Ontario, Canada
$1.84M +$1.84M +25,029 New
KC
784
Kingfisher Capital
North Carolina
$1.83M -$95.4K -1,297 -5%
RIM
785
Regent Investment Management
Kentucky
$1.82M +$89.9K +1,222 +5%
PFC
786
Poplar Forest Capital
California
$1.82M -$1.54K -21 -0.1%
WC
787
Whitnell & Co
Illinois
$1.81M +$294 +4 +0%
GIA
788
Guyasuta Investment Advisors
Pennsylvania
$1.8M – – –
MBT
789
Montecito Bank & Trust
California
$1.8M +$89.4K +1,216 +5%
DT
790
Diversified Trust
Tennessee
$1.79M +$1.15M +15,580 +177%
SAM
791
Symphony Asset Management
California
$1.77M -$91K -1,237 -5%
MSS
792
Mitchell Sinkler & Starr
Pennsylvania
$1.77M – – –
GCP
793
GSA Capital Partners
United Kingdom
$1.76M +$871K +11,848 +98%
RFS
794
Rockefeller Financial Services
New York
$1.75M +$89.6K +1,218 +5%
SM
795
Southport Management
Wyoming
$1.74M -$736K -10,000 -30%
PP
796
Patten & Patten
Tennessee
$1.73M +$368 +5 +0%
DWM
797
Dorchester Wealth Management
Quebec, Canada
$1.73M -$18.4K -250 -1%
TTWM
798
TCV Trust & Wealth Management
Virginia
$1.72M -$42.2K -574 -2%
JC
799
Jacobs & Co
California
$1.72M -$2.87K -39 -0.2%
CIC
800
Crawford Investment Counsel
Georgia
$1.71M -$38.1K -518 -2%
30 31
32
33 34