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Bristol-Myers Squibb
BMY

Overview Fund Activity

1,327 hedge funds and large institutions have $61.1B invested in Bristol-Myers Squibb in 2014 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 461 increasing their positions, 566 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,327
Holders Change
+15
Holders Change %
+1.14%
% of All Funds
38.35%
Holding in Top 10
57
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-12.31%
% of All Funds
1.65%
New
90
Increased
461
Reduced
566
Closed
60
Calls
$856M
Puts
$741M
Net Calls
+$116M
Net Calls Change
+$210M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.47B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$500M
3
TCIM
TIAA CREF Investment Management
New York
+$190M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$157M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$145M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.46B
2
Winslow Capital Management
Winslow Capital Management
Minnesota
-$289M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$249M
4
MAA
Managed Account Advisors
New Jersey
-$175M
5
Citigroup
Citigroup
New York
-$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
876
Aviance Capital Management
Florida
$736K +$592K +11,409 +412%
OSNBOA
877
Old Second National Bank of Aurora
Illinois
$734K +$1.35K +26 +0.2%
Fuller & Thaler Asset Management
878
Fuller & Thaler Asset Management
California
$730K -$307K -5,900 -30%
PL
879
Parthenon LLC
Kentucky
$726K – – –
BWAM
880
Boyd Watterson Asset Management
Ohio
$723K – – –
BAC
881
Boys Arnold & Co
North Carolina
$719K -$8.32K -160 -1%
BSWMG
882
Barrington Strategic Wealth Management Group
Illinois
$717K +$49.8K +960 +7%
FGA
883
Flood Gamble Associates
New York
$711K +$220K +4,400 +45%
WTB
884
Washington Trust Bank
Washington
$707K +$668K +12,853 +1,714%
BCM
885
Bluefin Capital Management
New York
$700K -$286K -5,421 -29%
RBC
886
Ronald Blue & Co
Georgia
$700K -$172K -3,309 -20%
Fiera Capital (Canada)
887
Fiera Capital (Canada)
Quebec, Canada
$695K -$31.2K -600 -4%
FFC
888
First Financial Corp
Indiana
$695K +$24.9K +478 +4%
SSWM
889
Smith Salley Wealth Management
North Carolina
$693K +$158K +3,045 +30%
HL
890
HeadInvest LLC
Maine
$692K -$5.19K -100 -0.7%
SLG
891
Stanley-Laman Group
Pennsylvania
$691K +$691K +13,300 New
RC
892
RegentAtlantic Capital
New Jersey
$690K -$16.2K -312 -2%
HCM
893
Hengehold Capital Management
Ohio
$690K – – –
PRHC
894
P.R. Herzig & Co
New York
$685K -$132K -2,531 -16%
PL
895
Plancorp LLC
Missouri
$684K -$10.8K -207 -2%
PSI
896
Pinnacle Summer Investments
Virginia
$684K +$10.5K +210 +2%
HEIP
897
Hudson Edge Investment Partners
New Jersey
$678K – – –
DBT
898
Dubuque Bank & Trust
Iowa
$675K – – –
ITIM
899
Indiana Trust & Investment Management
Indiana
$673K +$77.9K +1,500 +13%
TBA
900
Train Babcock Advisors
New York
$668K -$26K -500 -4%
34 35
36
37 38