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Bristol-Myers Squibb
BMY

Overview Fund Activity

1,312 hedge funds and large institutions have $61.7B invested in Bristol-Myers Squibb in 2013 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 389 increasing their positions, 567 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,312
Holders Change
+125
Holders Change %
+10.53%
% of All Funds
38.11%
Holding in Top 10
65
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+27.45%
% of All Funds
1.89%
New
179
Increased
389
Reduced
567
Closed
39
Calls
$776M
Puts
$870M
Net Calls
-$94.3M
Net Calls Change
-$121M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$766M
2
Capital International Investors
Capital International Investors
California
+$454M
3
PHS
PFM Health Sciences
California
+$400M
4
Citadel Advisors
Citadel Advisors
Florida
+$328M
5
Ameriprise
Ameriprise
Minnesota
+$326M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$839M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$425M
3
AIG
American International Group
New York
-$293M
4
Renaissance Technologies
Renaissance Technologies
New York
-$228M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$203M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
976
Robshaw & Julian Associates
New York
$532K – – –
LC
977
Lourd Capital
California
$532K – – –
HW
978
Hancock Whitney
Mississippi
$531K -$11.6K -218 -2%
CP
979
Coho Partners
Pennsylvania
$531K – – –
PAM
980
Palisade Asset Management
Minnesota
$530K -$95.8K -1,801 -15%
FGA
981
Flood Gamble Associates
New York
$521K -$15.9K -300 -3%
BDF
982
Balasa Dinverno & Foltz
$521K +$7.34K +138 +1%
CAI
983
Capital Advisors Inc
Oklahoma
$520K +$17.8K +334 +4%
WCM
984
Windward Capital Management
California
$518K -$2.39K -45 -0.5%
RCM
985
RNC Capital Management
California
$518K -$1.06K -20 -0.2%
GCA
986
Guardian Capital Advisors
Ontario, Canada
$517K – – –
BC
987
Burney Company
Virginia
$513K -$33.4K -629 -6%
FDS
988
First Dallas Securities
Texas
$511K – – –
TRIM
989
Thompson Rubinstein Investment Management
Oregon
$510K -$21.3K -400 -4%
LIC
990
Lodestar Investment Counsel
Illinois
$508K -$18.6K -350 -4%
MAM
991
Meeder Asset Management
Ohio
$507K -$35.6K -670 -7%
PGIM
992
Pacific Global Investment Management
California
$506K +$21.6K +406 +4%
MA
993
MCF Advisors
Kentucky
$505K -$3.22K -62 -0.6%
CPA
994
Cowen Prime Advisors
New York
$505K – – –
HC
995
Hourglass Capital
Texas
$505K – – –
WIS
996
Wright Investors Service
Connecticut
$503K -$541K -10,171 -52%
FWM
997
Focused Wealth Management
New York
$499K +$1.12K +21 +0.2%
SAM
998
Summit Asset Management
Tennessee
$498K – – –
T
999
Thomaspartners
Massachusetts
$496K -$22.6K -426 -4%
ICM
1000
IMS Capital Management
Oregon
$495K -$779K -14,648 -61%
38 39
40
41 42