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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 %
JIC
1001
Joel Isaacson & Co
New York
$658K +$9.29K +144 +1%
TBA
1002
Train Babcock Advisors
New York
$655K – – –
PCM
1003
Prelude Capital Management
New York
$650K +$611K +9,472 +1,579%
RCAG
1004
Rehmann Capital Advisory Group
Michigan
$648K -$10.5K -163 -2%
CP
1005
Coho Partners
Pennsylvania
$645K – – –
BCM
1006
Brookstone Capital Management
Illinois
$645K +$24.7K +383 +4%
SWK
1007
Stephen W. Kidder
$644K -$32.2K -500 -5%
PP
1008
Prudential plc
United Kingdom
$644K – – –
KFA
1009
Kelleher Financial Advisors
New York
$643K – – –
MSU
1010
Maple Securities USA
New Jersey
$641K +$641K +9,945 New
CAG
1011
Crestwood Advisors Group
Massachusetts
$639K +$390K +6,036 +156%
WRHAM
1012
W.R. Huff Asset Management
Florida
$638K – – –
S
1013
SignatureFD
Georgia
$636K +$131K +2,026 +26%
TC
1014
Taylor Cottrill
New Hampshire
$630K -$10.4K -161 -2%
NAMP
1015
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$630K – – –
TC
1016
Trust Company
Kansas
$629K +$629K +9,749 New
RIG
1017
Roosevelt Investment Group
New York
$624K -$3.9M -60,508 -86%
SC
1018
Savant Capital
Illinois
$622K +$51.1K +793 +9%
TRIM
1019
Thompson Rubinstein Investment Management
Oregon
$619K – – –
EWA
1020
Exencial Wealth Advisors
Oklahoma
$618K -$24.8K -389 -4%
NAMA
1021
Nikko Asset Management Americas
New York
$618K – – –
T
1022
Thomaspartners
Massachusetts
$617K -$33.6K -522 -5%
CL
1023
Choreo LLC
Illinois
$613K +$43K +666 +8%
FIM
1024
Freedom Investment Management
Connecticut
$613K +$201K +3,125 +49%
SWA
1025
SFMG Wealth Advisors
Texas
$613K +$303K +4,700 +98%
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