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Bristol-Myers Squibb
BMY

Overview Fund Activity

1,447 hedge funds and large institutions have $77.5B invested in Bristol-Myers Squibb in 2015 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 467 increasing their positions, 630 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,447
Holders Change
+38
Holders Change %
+2.7%
% of All Funds
38.6%
Holding in Top 10
77
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+24.19%
% of All Funds
2.05%
New
107
Increased
467
Reduced
630
Closed
51
Calls
$624M
Puts
$614M
Net Calls
+$9.45M
Net Calls Change
+$413M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$262M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$213M
3
Citadel Advisors
Citadel Advisors
Florida
+$209M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$147M
5
AIM
abrdn Investment Management
United Kingdom
+$136M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$406M
2
IC
Institutional Capital
Illinois
-$358M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$282M
4
Morgan Stanley
Morgan Stanley
New York
-$229M
5
State Street
State Street
Massachusetts
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAC
976
Boys Arnold & Co
North Carolina
$706K +$3.29K +51 +0.5%
Koshinski Asset Management
977
Koshinski Asset Management
Illinois
$705K -$425K -6,678 -38%
VIA
978
Vident Investment Advisory
Georgia
$704K -$467K -7,238 -40%
CBU
979
CIBC Bank USA
Illinois
$699K +$33.2K +515 +5%
BA
980
BKS Advisors
Michigan
$699K +$699K +10,841 New
MM
981
Meridian Management
Arkansas
$698K +$14.2K +220 +2%
HCM
982
Hengehold Capital Management
Ohio
$694K -$129K -2,000 -16%
PL
983
Parthenon LLC
Kentucky
$691K – – –
ECM
984
EagleClaw Capital Management
Massachusetts
$690K -$3.23K -50 -0.5%
FNB
985
Farmers National Bank
Kentucky
$690K +$19.3K +300 +3%
BFG
986
Beacon Financial Group
Texas
$690K +$278K +4,731 +68%
DC
987
Deschaine & Company
Illinois
$689K -$58.1K -900 -8%
CPA
988
Cowen Prime Advisors
New York
$689K +$96.8K +1,500 +16%
NERM
989
New England Research & Management
Illinois
$687K -$45.2K -700 -6%
KT
990
Kanaly Trust
Texas
$687K +$43K +666 +7%
H
991
Hexavest
Quebec, Canada
$686K – – –
NCM
992
Neumann Capital Management
California
$680K – – –
LC
993
Lourd Capital
California
$678K +$5.61K +87 +0.8%
TL
994
Tirschwell & Loewy
New York
$677K -$6.45K -100 -0.9%
BW
995
Bison Wealth
Georgia
$672K +$38.2K +592 +6%
LCP
996
Legacy Capital Partners
Wisconsin
$668K -$12.9K -200 -2%
MIP
997
Marietta Investment Partners
Wisconsin
$664K -$70.9K -1,100 -10%
DBIA
998
Dumont & Blake Investment Advisors
New Jersey
$664K +$213K +3,310 +47%
BWAM
999
Boyd Watterson Asset Management
Ohio
$661K -$51.6K -800 -7%
HTHT
1000
Hemenway Trust Hemenway Trust
New Hampshire
$659K -$77.7K -1,205 -11%
38 39
40
41 42