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Bristol-Myers Squibb
BMY

Overview Fund Activity

1,447 hedge funds and large institutions have $77.5B invested in Bristol-Myers Squibb in 2015 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 467 increasing their positions, 630 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,447
Holders Change
+38
Holders Change %
+2.7%
% of All Funds
38.6%
Holding in Top 10
77
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+24.19%
% of All Funds
2.05%
New
107
Increased
467
Reduced
630
Closed
51
Calls
$624M
Puts
$614M
Net Calls
+$9.45M
Net Calls Change
+$413M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$262M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$213M
3
Citadel Advisors
Citadel Advisors
Florida
+$209M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$147M
5
AIM
abrdn Investment Management
United Kingdom
+$136M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$406M
2
IC
Institutional Capital
Illinois
-$358M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$282M
4
Morgan Stanley
Morgan Stanley
New York
-$229M
5
State Street
State Street
Massachusetts
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
851
Regent Investment Management
Kentucky
$1.1M +$174K +2,700 +19%
CAM
852
Centre Asset Management
New York
$1.09M – – –
CCM
853
Covington Capital Management
California
$1.09M -$18.2K -282 -2%
Mariner
854
Mariner
Kansas
$1.08M -$99K -1,534 -8%
OCM
855
Osterweis Capital Management
California
$1.08M – – –
BSWMG
856
Barrington Strategic Wealth Management Group
Illinois
$1.07M +$66.9K +1,038 +7%
LWCFA
857
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.07M -$119K -1,845 -10%
GWI
858
Grace & White Inc
New York
$1.07M – – –
CBN
859
Cadence Bank NA
Texas
$1.06M +$31.3K +485 +3%
MMG
860
Monetary Management Group
Missouri
$1.06M -$9.68K -150 -0.9%
SI
861
SII Investments
Wisconsin
$1.06M -$17.2K -268 -2%
ZIC
862
ZWJ Investment Counsel
Georgia
$1.05M – – –
CRIG
863
Charter Research & Investment Group
Connecticut
$1.03M – – –
BOS
864
Bank of Stockton
California
$1.03M +$20.4K +317 +2%
PIM
865
Penobscot Investment Management
Massachusetts
$1.02M – – –
EM
866
Excalibur Management
Massachusetts
$1.02M -$69.7K -1,080 -6%
BHBT
867
Burke & Herbert Bank & Trust
Virginia
$1.02M -$38.7K -600 -4%
CCMG
868
Clark Capital Management Group
Pennsylvania
$1.02M – – –
NPIT
869
National Penn Investors Trust
Pennsylvania
$1.02M -$43.6K -676 -4%
ICM
870
IMS Capital Management
Oregon
$1.02M -$258K -3,998 -20%
Group One Trading
871
Group One Trading
Illinois
$1.01M +$514K +7,978 +104%
MHIM
872
MacNealy Hoover Investment Management
Ohio
$1.01M -$15.9K -247 -2%
NME
873
Notis-McConarty Edward
$1.01M – – –
SCA
874
Secor Capital Advisors
New York
$1.01M +$1.01M +15,628 New
CCA
875
Checchi Capital Advisers
California
$1M -$1.74K -27 -0.2%
33 34
35
36 37