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Bristol-Myers Squibb
BMY

Overview Fund Activity

1,301 hedge funds and large institutions have $57.6B invested in Bristol-Myers Squibb in 2014 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 466 increasing their positions, 535 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,301
Holders Change
-26
Holders Change %
-1.96%
% of All Funds
37.42%
Holding in Top 10
37
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-35.09%
% of All Funds
1.06%
New
66
Increased
466
Reduced
535
Closed
84
Calls
$538M
Puts
$720M
Net Calls
-$181M
Net Calls Change
-$297M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.49B
2
Norges Bank
Norges Bank
Norway
+$585M
3
IC
Institutional Capital
Illinois
+$486M
4
WRF
Waddell & Reed Financial
Kansas
+$129M
5
BG
BlackRock Group
United Kingdom
+$109M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$603M
2
PHS
PFM Health Sciences
California
-$401M
3
Jennison Associates
Jennison Associates
New York
-$259M
4
TCIM
TIAA CREF Investment Management
New York
-$174M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
IMOV
1001
Investment Management of Virginia
Virginia
$449K – – –
BCM
1002
BTR Capital Management
California
$449K +$34K +700 +8%
KFS
1003
Kurt F. Somerville
$447K – – –
CPA
1004
Cowen Prime Advisors
New York
$445K -$48.5K -1,000 -10%
MBT
1005
Monroe Bank & Trust
Michigan
$444K -$438K -9,035 -50%
KWMG
1006
King Wealth Management Group
Florida
$442K -$17.4K -354 -4%
RT
1007
Reliance Trust
Georgia
$441K -$92.4K -1,904 -17%
SAM
1008
Summit Asset Management
Tennessee
$440K -$9.7K -200 -2%
PWW
1009
Pettyjohn Wood & White
Virginia
$438K -$4.85K -100 -1%
MC
1010
Mathes Company
New York
$437K -$19.4K -400 -4%
FM
1011
Family Management
New York
$436K – – –
CFMC
1012
Curbstone Financial Management Corp
New Hampshire
$434K – – –
BC
1013
Burney Company
Virginia
$430K +$4.85K +100 +1%
WKWM
1014
Walter & Keenan Wealth Management
Indiana
$429K +$24.2K +500 +6%
SC
1015
Saybrook Capital
North Carolina
$427K – – –
DIP
1016
DT Investment Partners
Pennsylvania
$426K +$49.7K +1,024 +13%
FWM
1017
Focused Wealth Management
New York
$425K -$31.9K -657 -7%
EFSCE
1018
Enterprise Financial Services Corp (EFSC)
Missouri
$418K -$35.4K -731 -8%
SCM
1019
Southport Capital Management
Tennessee
$418K +$21.8K +450 +6%
EHC
1020
Everett Harris & Co
California
$414K +$14.6K +300 +4%
SC
1021
Stratford Consulting
Texas
$410K +$2.23K +46 +0.5%
BBI
1022
Baxter Bros Inc
Connecticut
$409K – – –
BC
1023
Banced Corp
Illinois
$407K -$89.5K -1,845 -18%
PGIM
1024
Pacific Global Investment Management
California
$407K -$9.46K -195 -2%
AUB
1025
Atlantic Union Bankshares
Virginia
$407K +$9.74K +201 +2%
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