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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 %
ECM
951
EagleClaw Capital Management
Massachusetts
$552K +$552K +10,622 New
TL
952
Tirschwell & Loewy
New York
$551K -$98.8K -1,900 -15%
MM
953
Meridian Management
Arkansas
$551K – – –
LCP
954
Legacy Capital Partners
Wisconsin
$549K -$10.4K -200 -2%
ST
955
Spinnaker Trust
Maine
$549K +$12.1K +233 +2%
EWA
956
Exencial Wealth Advisors
Oklahoma
$547K -$5.65K -115 -1%
MA
957
Montag & Associates
Georgia
$545K – – –
SCA
958
Secor Capital Advisors
New York
$544K +$544K +10,465 New
PAM
959
Premier Asset Management
Illinois
$540K -$25.9K -500 -5%
PP
960
Prudential plc
United Kingdom
$540K – – –
HCM
961
Highlander Capital Management
New Jersey
$539K – – –
MPWT
962
MassMutual Private Wealth & Trust
Connecticut
$537K +$188K +3,613 +54%
WEC
963
Winslow Evans & Crocker
Massachusetts
$535K +$7.53K +145 +1%
CFA
964
CT Financial Advisors
Pennsylvania
$532K +$532K +8,253 New
BC
965
Banced Corp
Illinois
$532K +$118K +2,263 +28%
CBU
966
CIBC Bank USA
Illinois
$529K -$99K -1,905 -16%
CPA
967
Cowen Prime Advisors
New York
$529K +$35.1K +675 +7%
BOS
968
Bingham Osborn & Scarborough
California
$527K – – –
FDS
969
First Dallas Securities
Texas
$525K +$26K +500 +5%
HSA
970
HBK Sorce Advisory
Pennsylvania
$525K +$174K +3,344 +49%
Capstone Investment Advisors
971
Capstone Investment Advisors
New York
$524K +$524K +10,100 New
KFA
972
Kelleher Financial Advisors
New York
$522K – – –
JIC
973
Joel Isaacson & Co
New York
$522K – – –
MAM
974
Meeder Asset Management
Ohio
$522K +$26.7K +515 +5%
GCA
975
Gideon Capital Advisors
New York
$522K +$522K +10,046 New
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