BMY icon

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 %
JC
901
Jacobs & Co
California
$666K – – –
ZIC
902
ZWJ Investment Counsel
Georgia
$664K -$36.4K -700 -5%
BCMO
903
Buckingham Capital Management (Ohio)
Ohio
$662K -$355K -6,824 -35%
RMA
904
Roffman Miller Associates
Pennsylvania
$662K +$51.2K +985 +8%
GIS
905
Guardian Investor Services
New York
$660K -$25.8K -496 -4%
SFSIG
906
San Francisco Sentry Investment Group
California
$659K -$25.2K -485 -4%
DCM
907
Donaldson Capital Management
Indiana
$659K +$31.2K +601 +5%
SRC
908
Shufro Rose & Co
New York
$657K -$10.4K -200 -2%
PWM
909
ParenteBeard Wealth Management
Pennsylvania
$653K – – –
VDI
910
Vaughan David Investments
Illinois
$653K – – –
MCM
911
McKinley Capital Management
Alaska
$644K -$81.4K -1,568 -11%
CPS
912
Counsel Portfolio Services
Ontario, Canada
$642K – – –
Acadian Asset Management
913
Acadian Asset Management
Massachusetts
$642K – – –
FFA
914
First Foundation Advisors
California
$639K +$346K +6,655 +118%
ARMT
915
Amica Retiree Medical Trust
Rhode Island
$637K – – –
TIA
916
Tiemann Investment Advisors
California
$632K – – –
FMC
917
First Merchants Corp
Indiana
$631K -$112K -2,157 -15%
MBT
918
Montecito Bank & Trust
California
$630K +$934 +18 +0.1%
MIP
919
Marietta Investment Partners
Wisconsin
$623K – – –
MFW
920
Meristem Family Wealth
Minnesota
$621K -$21.8K -420 -3%
AAC
921
Asset Advisors Corp
Georgia
$620K – – –
SCM
922
Stonebridge Capital Management
California
$617K -$363K -6,990 -37%
FANJ
923
Financial Architects (New Jersey)
New Jersey
$617K -$2.6K -50 -0.4%
WIC
924
Whitegate Investment Counselors
New Hampshire
$615K +$615K +9,629 New
ACM
925
Ashford Capital Management
Delaware
$609K – – –
35 36
37
38 39