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Bristol-Myers Squibb
BMY

Overview Fund Activity

1,312 hedge funds and large institutions have $61.7B invested in Bristol-Myers Squibb in 2013 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 389 increasing their positions, 567 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,312
Holders Change
+125
Holders Change %
+10.53%
% of All Funds
38.11%
Holding in Top 10
65
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+27.45%
% of All Funds
1.89%
New
179
Increased
389
Reduced
567
Closed
39
Calls
$776M
Puts
$870M
Net Calls
-$94.3M
Net Calls Change
-$121M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$766M
2
Capital International Investors
Capital International Investors
California
+$454M
3
PHS
PFM Health Sciences
California
+$400M
4
Citadel Advisors
Citadel Advisors
Florida
+$328M
5
Ameriprise
Ameriprise
Minnesota
+$326M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$839M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$425M
3
AIG
American International Group
New York
-$293M
4
Renaissance Technologies
Renaissance Technologies
New York
-$228M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$203M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fiera Capital (Canada)
876
Fiera Capital (Canada)
Quebec, Canada
$742K +$269K +5,069 +57%
BWAM
877
Boyd Watterson Asset Management
Ohio
$739K -$21.2K -400 -3%
VST
878
Van Strum & Towne
California
$733K – – –
PWM
879
Perigon Wealth Management
California
$733K +$733K +13,800 New
AP
880
Atwood & Palmer
Missouri
$727K – – –
CWM
881
Cabot Wealth Management
Massachusetts
$727K +$118K +2,227 +19%
CBN
882
Cadence Bank NA
Texas
$723K +$43.5K +819 +6%
RC
883
RegentAtlantic Capital
New Jersey
$722K -$1.54K -29 -0.2%
ZIC
884
ZWJ Investment Counsel
Georgia
$717K -$18.9K -355 -3%
PSI
885
Pinnacle Summer Investments
Virginia
$715K +$34K +640 +5%
HL
886
HeadInvest LLC
Maine
$713K – – –
PL
887
Plancorp LLC
Missouri
$711K +$711K +13,360 New
TBA
888
Train Babcock Advisors
New York
$710K -$7.34K -138 -1%
HCM
889
Hengehold Capital Management
Ohio
$706K +$27.5K +518 +4%
GIS
890
Guardian Investor Services
New York
$701K +$1.75K +33 +0.3%
SFSIG
891
San Francisco Sentry Investment Group
California
$700K -$15.1K -285 -2%
HEIP
892
Hudson Edge Investment Partners
New Jersey
$694K -$7.98K -150 -1%
DBT
893
Dubuque Bank & Trust
Iowa
$691K – – –
DCM
894
Dynamic Capital Management
Jersey
$686K +$686K +12,900 New
FFC
895
First Financial Corp
Indiana
$685K -$10.6K -200 -2%
BSWMG
896
Barrington Strategic Wealth Management Group
Illinois
$683K +$49.4K +929 +8%
SRC
897
Shufro Rose & Co
New York
$682K – – –
JC
898
Jacobs & Co
California
$681K – – –
Twin Tree Management
899
Twin Tree Management
Texas
$672K +$672K +12,637 New
PWM
900
ParenteBeard Wealth Management
Pennsylvania
$668K -$122K -2,300 -15%
34 35
36
37 38