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Bristol-Myers Squibb
BMY

Overview Fund Activity

1,518 hedge funds and large institutions have $63.3B invested in Bristol-Myers Squibb in 2016 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 663 increasing their positions, 547 reducing their positions, and 147 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,518
Holders Change
-55
Holders Change %
-3.5%
% of All Funds
40.57%
Holding in Top 10
49
Holding in Top 10 Change
-61
Holding in Top 10 Change %
-55.45%
% of All Funds
1.31%
New
109
Increased
663
Reduced
547
Closed
147
Calls
$1.15B
Puts
$1.38B
Net Calls
-$227M
Net Calls Change
-$366M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$367M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$324M
3
Morgan Stanley
Morgan Stanley
New York
+$309M
4
Capital World Investors
Capital World Investors
California
+$267M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$240M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.46B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$538M
3
Jennison Associates
Jennison Associates
New York
-$528M
4
Brown Advisory
Brown Advisory
Maryland
-$418M
5
Wells Fargo
Wells Fargo
California
-$361M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCMW
926
Cypress Capital Management (Wyoming)
Wyoming
$897K +$2.7K +50 +0.3%
VFA
927
Voya Financial Advisors
Connecticut
$897K -$14.9K -277 -2%
AFG
928
Albion Financial Group
Utah
$897K +$501K +9,300 +127%
CAM
929
Columbia Asset Management
Michigan
$894K -$42.9K -795 -5%
OMC
930
Overbrook Management Corp
New York
$893K +$415K +7,695 +87%
TA
931
Tiedemann Advisors
New York
$892K +$892K +17,920 New
OCM
932
Osterweis Capital Management
California
$889K -$8.89K -165 -1%
BST
933
Bath Savings Trust
Maine
$885K -$3.77K -70 -0.4%
GD
934
Grandfield & Dodd
New York
$885K – – –
BFC
935
Blue Fin Capital
Rhode Island
$883K +$13.5K +250 +2%
WDA
936
Wendell David Associates
New Hampshire
$878K – – –
PP
937
Prudential plc
United Kingdom
$878K +$116K +2,159 +15%
ACM
938
Alethea Capital Management
Washington
$878K +$878K +16,283 New
IC
939
Inverness Counsel
New York
$877K -$78.7K -1,460 -8%
DCM
940
Donaldson Capital Management
Indiana
$876K -$183K -3,399 -17%
PGIM
941
Pacific Global Investment Management
California
$875K +$71.4K +1,323 +9%
CG
942
Caprock Group
Idaho
$874K -$8.46K -157 -1%
AI
943
Accredited Investors
Minnesota
$873K -$13.1K -243 -1%
CBN
944
Cadence Bank NA
Texas
$871K -$15.3K -283 -2%
FTC
945
Farmers Trust Company
Ohio
$870K -$98.5K -1,827 -10%
TSW
946
Thompson Siegel & Walmsley
Virginia
$870K -$6.2K -115 -0.7%
ED
947
Exane Derivatives
France
$870K +$727K +13,491 +511%
ZIC
948
ZWJ Investment Counsel
Georgia
$868K +$23K +427 +3%
HSA
949
HBK Sorce Advisory
Pennsylvania
$865K +$170K +3,143 +24%
FIM
950
Freedom Investment Management
Connecticut
$863K +$40.7K +754 +5%
36 37
38
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