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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 %
PP
976
PDT Partners
New York
$521K -$51.9K -1,000 -9%
BSW
977
Buckingham Strategic Wealth
Missouri
$521K +$63.2K +1,217 +14%
TC
978
Taylor Cottrill
New Hampshire
$520K -$85.7K -1,650 -14%
MBE
979
Michael B. Elefante
$520K -$14.8K -285 -3%
RJA
980
Robshaw & Julian Associates
New York
$520K – – –
DCM
981
Dinsmore Capital Management
New Jersey
$520K – – –
LC
982
Lourd Capital
California
$520K – – –
UMA
983
USA Mutuals Advisors
Texas
$520K +$520K +10,000 New
CP
984
Coho Partners
Pennsylvania
$519K – – –
PAM
985
Palisade Asset Management
Minnesota
$518K – – –
BFEC
986
Benjamin F. Edwards & Company
Missouri
$517K -$316K -6,087 -38%
SCM
987
Schnieders Capital Management
California
$513K +$51.9K +1,000 +11%
CAI
988
Capital Advisors Inc
Oklahoma
$508K – – –
RCM
989
RNC Capital Management
California
$507K +$727 +14 +0.1%
MA
990
MCF Advisors
Kentucky
$507K +$2.29K +44 +0.5%
WCM
991
Windward Capital Management
California
$505K -$831 -16 -0.2%
FNBOMD
992
First National Bank of Mount Dora
Florida
$500K -$22.9K -440 -4%
TRIM
993
Thompson Rubinstein Investment Management
Oregon
$499K – – –
HW
994
Hancock Whitney
Mississippi
$496K -$23.6K -455 -5%
CFA
995
Carroll Financial Associates
North Carolina
$491K -$104K -2,004 -17%
MC
996
Mathes Company
New York
$489K -$138K -2,650 -22%
FWM
997
Focused Wealth Management
New York
$489K +$1.66K +32 +0.3%
T
998
Thomaspartners
Massachusetts
$488K +$2.08K +40 +0.4%
RCAMU
999
Rothschild & Co Asset Management US
Connecticut
$487K -$5.94M -114,316 -92%
KWMG
1000
King Wealth Management Group
Florida
$487K -$582K -11,198 -54%
38 39
40
41 42