BMY icon

Bristol-Myers Squibb
BMY

Overview Fund Activity

1,532 hedge funds and large institutions have $88.6B invested in Bristol-Myers Squibb in 2015 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 543 increasing their positions, 561 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,532
Holders Change
+82
Holders Change %
+5.66%
% of All Funds
40.23%
Holding in Top 10
97
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+34.72%
% of All Funds
2.55%
New
169
Increased
543
Reduced
561
Closed
69
Calls
$554M
Puts
$798M
Net Calls
-$244M
Net Calls Change
-$239M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$473M
2
Wells Fargo
Wells Fargo
California
+$332M
3
Jennison Associates
Jennison Associates
New York
+$307M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$192M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$165M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
-$3.14B
2
Capital World Investors
Capital World Investors
California
-$743M
3
ACM
Americafirst Capital Management
California
-$585M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$267M
5
JHIU
Janus Henderson Investors US
Colorado
-$190M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
901
Cohen Capital Management
California
$1.03M – – –
LCM
902
LVM Capital Management
Michigan
$1.03M – – –
NPIT
903
National Penn Investors Trust
Pennsylvania
$1.03M -$4.47K -65 -0.4%
FB
904
Fulton Bank
Pennsylvania
$1.02M +$128K +1,864 +14%
FANJ
905
Financial Architects (New Jersey)
New Jersey
$1.02M +$7.7K +112 +0.8%
VFA
906
Voya Financial Advisors
Connecticut
$1.01M +$87.7K +1,262 +10%
CCM
907
Carderock Capital Management
Maryland
$1.01M – – –
IWA
908
Intercontinental Wealth Advisors
Texas
$1M +$1M +14,538 New
WP
909
WealthPLAN Partners
Nebraska
$995K +$995K +43,208 New
TSWM
910
Triangle Securities Wealth Management
North Carolina
$990K +$110K +1,592 +12%
BRA
911
Bender Robert & Associates
California
$983K +$77.8K +1,131 +9%
AP
912
Atwood & Palmer
Missouri
$982K – – –
VDI
913
Vaughan David Investments
Illinois
$977K -$571K -8,300 -37%
CFA
914
Carroll Financial Associates
North Carolina
$977K -$52K -756 -5%
RBC
915
Ronald Blue & Co
Georgia
$976K -$576K -8,368 -37%
AWA
916
AmeriServ Wealth Advisors
Pennsylvania
$976K +$7.15K +104 +0.7%
BJL
917
Brighton Jones LLC
Washington
$970K +$39.4K +572 +4%
NAM
918
Needelman Asset Management
California
$969K – – –
NJBEST
919
New Jersey Better Educational Savings Trust
New Jersey
$963K -$275K -4,000 -22%
SSG
920
Summit Securities Group
New York
$963K +$819K +11,900 +567%
BA
921
BKS Advisors
Michigan
$962K +$68.8K +1,000 +8%
FFC
922
First Financial Corp
Indiana
$961K – – –
SCA
923
Sippican Capital Advisors
Massachusetts
$958K -$3.44K -50 -0.4%
MJP
924
Michael J. Puzo
$948K -$60.8K -885 -6%
QAM
925
Quantres Asset Management
Cayman Islands
$942K +$942K +13,700 New
35 36
37
38 39