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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 %
AWA
876
AmeriServ Wealth Advisors
Pennsylvania
$994K -$296K -4,583 -23%
BHB
877
Bank Hapoalim BM
Israel
$992K -$35.1K -545 -3%
NL
878
NWAM LLC
Washington
$991K +$14.5K +225 +1%
MA
879
Montag & Associates
Georgia
$976K +$32.3K +500 +3%
1IA
880
1834 Investment Advisors
Wisconsin
$971K – – –
VCAM
881
Van Cleef Asset Management
Ohio
$969K -$32.2K -500 -3%
FANJ
882
Financial Architects (New Jersey)
New Jersey
$968K +$27.9K +432 +3%
ACM
883
Axel Capital Management
New York
$967K – – –
CCM
884
Cohen Capital Management
California
$967K – – –
SCA
885
Sippican Capital Advisors
Massachusetts
$960K – – –
MJP
886
Michael J. Puzo
$946K – – –
CCM
887
Carderock Capital Management
Maryland
$945K – – –
QSS
888
Quantitative Systematic Strategies
Florida
$944K -$557K -8,466 -37%
Fuller & Thaler Asset Management
889
Fuller & Thaler Asset Management
California
$938K +$748K +11,600 +393%
First Eagle Investment Management
890
First Eagle Investment Management
New York
$935K – – –
NAM
891
Needelman Asset Management
California
$934K -$11.3K -175 -1%
FC
892
FIC Capital
New York
$930K – – –
Harris Associates
893
Harris Associates
Illinois
$920K -$142K -2,200 -13%
AP
894
Atwood & Palmer
Missouri
$920K -$50K -776 -5%
AW
895
ACG Wealth
Georgia
$919K -$58.6K -909 -6%
FGA
896
Flood Gamble Associates
New York
$916K – – –
GD
897
Grandfield & Dodd
New York
$914K +$16.1K +250 +2%
PIM
898
Partner Investment Management
California
$914K +$914K +14,169 New
SCM
899
Schnieders Capital Management
California
$913K +$103K +1,600 +13%
BTNA
900
Bremer Trust National Association
Minnesota
$909K -$144K -2,237 -14%
34 35
36
37 38