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Bristol-Myers Squibb
BMY

Overview Fund Activity

1,301 hedge funds and large institutions have $60.9B invested in Bristol-Myers Squibb in 2014 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 457 increasing their positions, 540 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,301
Holders Change
–
Holders Change %
0%
% of All Funds
37.78%
Holding in Top 10
43
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+16.22%
% of All Funds
1.25%
New
59
Increased
457
Reduced
540
Closed
48
Calls
$805M
Puts
$740M
Net Calls
+$65.2M
Net Calls Change
+$247M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$741M
2
JHIU
Janus Henderson Investors US
Colorado
+$249M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$210M
4
Jennison Associates
Jennison Associates
New York
+$180M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$156M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$618M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$306M
3
Capital World Investors
Capital World Investors
California
-$181M
4
Renaissance Technologies
Renaissance Technologies
New York
-$112M
5
IC
Institutional Capital
Illinois
-$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIC
826
ZWJ Investment Counsel
Georgia
$833K -$15.9K -311 -2%
WA
827
WBH Advisory
Maryland
$831K -$27K -527 -3%
FFA
828
First Foundation Advisors
California
$827K +$163K +3,187 +25%
FGA
829
Flood Gamble Associates
New York
$826K – – –
CCMG
830
Clark Capital Management Group
Pennsylvania
$825K – – –
TSWM
831
Triangle Securities Wealth Management
North Carolina
$822K – – –
BTNA
832
Bremer Trust National Association
Minnesota
$821K +$60.4K +1,181 +8%
MHIM
833
MacNealy Hoover Investment Management
Ohio
$820K – – –
CBN
834
Cadence Bank NA
Texas
$820K +$7.63K +149 +0.9%
NPIT
835
National Penn Investors Trust
Pennsylvania
$805K -$133K -2,600 -14%
NME
836
Notis-McConarty Edward
$800K – – –
Harris Associates
837
Harris Associates
Illinois
$798K – – –
RCAMU
838
Rothschild & Co Asset Management US
Connecticut
$794K -$60.5K -1,182 -7%
BJL
839
Brighton Jones LLC
Washington
$789K -$3.07K -60 -0.4%
MWAC
840
Mariner Wealth Advisors (Cincinnati)
Ohio
$787K -$1.38K -27 -0.2%
RCM
841
RNC Capital Management
California
$783K +$263K +5,130 +50%
LBG
842
Lloyds Banking Group
United Kingdom
$776K +$245K +4,788 +46%
HL
843
HeadInvest LLC
Maine
$775K – – –
MGIA
844
Moneta Group Investment Advisors
Missouri
$773K +$24.7K +482 +3%
SCA
845
Sippican Capital Advisors
Massachusetts
$773K +$773K +15,110 New
AW
846
ACG Wealth
Georgia
$770K -$138K -2,700 -15%
AP
847
Atwood & Palmer
Missouri
$770K +$2.56K +50 +0.3%
CCM
848
Cohen Capital Management
California
$768K – – –
CWP
849
Capital Wealth Planning
Florida
$768K – – –
BSWMG
850
Barrington Strategic Wealth Management Group
Illinois
$767K +$11.5K +225 +2%
32 33
34
35 36